Start with a blank Excel workbook:
Setting the Freeze Panes
You will start off by setting the Freeze Panes at the correct location using jFreezePanes() detailed here
Step 1: To start, type “=jFreezePanes” in cell F10:
Click on the function editor (fx):
Step 2: There are two formula arguments for jFreezePanes(), FreezePanesCell and AnchorViewCell. AnchorViewCell specifies the very top row that will be visible when the panes are frozen. The cells above AnchorViewCell will be hidden when the panes are frozen. The cells between AnchorViewCell and FreezePanesCell is the block that is frozen at the top of the sheet as you scroll down the sheet.
Set FreezePanesCell = A26 and AnchorViewCell = A18:
Now that you have our freeze panes set up, you can start with formatting the spreadsheet.
Interject uses the hidden area of the frozen pane to define Interject report functions and to set up the formatting of the report.
Formatting the Behind the Scenes Section
You will start by setting up the titles of the sections that hold the different report formulas. This formatting is standard across all Interject reports.
Step 1: Start by selecting row 1 and coloring it dark blue (#1F4E78). This is the color that Interject uses for titles of report definition sections.
1. First, click on the “1” that denotes row 1 to highlight the entire row. 2. Click the paint bucket to fill the color. 3. Choose the darkest blue (#1F4E78).
For this report, you will need 5 different titled sections. Now that you have the color selected in your paint bucket click on every other row and then click on the paint bucket until you have 5 dark blue rows:
Now, name the title sections. You will need names: “Column Definitions,” “Formatting Range,” “Report Formulas,” “Hidden Parameters and Notes,” and “Report Area Below.” You will enter “Column Definitions” and make it white and bold as follows:
Now enter the names “Formatting Range,” “Report Formulas,” “Hidden Parameters and Notes,” and “Report Area Below” in the next 4 title rows. Do not worry about the formatting of these 4 for now.
Next, use the format painter to copy the formatting of the first title to the remaining 4:
As you may have noticed, the jFreezePanes() is out of place. And our hidden freeze panes sections goes all the way down to row 17, so the space where our titles are laid out should occupy all of this space. Let’s insert some more empty rows under our titles to put more space for formula definitions.
Copy two empty rows from somewhere in the sheet:
Paste them above row 2 by right clicking on row 2:
Next, copy and paste 2 more rows under each title so that your report looks like this:
You can now see that the size of our report definitions area matches the size was set for jFreezePanes(), ending at row 17. Let’s move our jFreezePanes() definition back to cell F10. Cut and paste cell F18 to cell F10:
Now let’s add the standard light blue color to the titled sections:
1. Select the 3 rows under Column Definitions. 2. Click the paint bucket. 3. Select the lightest blue color (#DDEBF7).
Repeat this step for the three other report definition areas so that your report looks as follows:
Now format the report area. You will start by putting a report title in cell B19 “Customer Orders:”
Next, name the report filters for this report. The report filters act as a way to specify which data is being pulled into the report from the data portal by specifying a set of characters that the pulled in data must contain. In cells B21, B22 and B23, respectively, type in: “Company Name:”, “Contact Name:”, and “Customer ID:”
Then, resize column A to be smaller, and extend column B by a bit:
Next, color the input fields for the report filters. Apply the lightest orange color () to cells C21, C22 and C23:
Expand column C a little bit to give the user more space for their input:
Make the spreadsheet look better by removing the gridlines in Excel.
Go to the Files tab in Excel:
Go to Options:
1. Go to the Advanced tab. 2. Scroll down until you see “Display options for this worksheet”. 3. Uncheck the “Show gridlines” checkbox.
Name the current worksheet “CustomerOrderHistory” and delete any other worksheets you have in the workbook:
Adding ReportRange() to the Report
Step 1: Add our first Interject report formula to the report. You will start with ReportRange(). ReportRange() is a report formula used to PULL data into a defined range of a report from the Data Portal. ReportRange() can be used with formatting to format the data returned from the Data Portal into the spreadsheet. Read more about ReportRange() here.
Type “=ReportRange()” in cell C10 then click on the function builder icon.
As you can see, DataPortal is the first parameter that will must provide ReportRange() so that it knows where to pull in the data from. Type “NorthwindCustomerOrders_MyName” into the DataPortal parameter box for now.
You will now switch to configuring an Interject Data Connection, and a Data Portal that you can pull from using ReportRange().
Setting Up the First Data Connection
In order to continue our work from here, you need to set up the back-end Data Portal that ReportRange() will be using. For now, you will pause working on the front-end Excel report to configure the Data Portal and Data Connection that ReportRange() will use in our report.
You will start with the Data Connection. Interject Data Connections enable users to connect to a database in order to pull data out of that database based on criteria specified in stored procedures which are set up with Data Portals. An overview of Data Connections and Data Portals can be found here.
Step 1: Logging in Start by navigating to the Interject portal site (here) and logging in.
Step 2: Create the connection: Create a new data connection by clicking the New Connection button.
Name you connection NorthwindDB_MyName (substitute for your name) and give it a quick description.
Select ”Database” from the dropdown list for Connection Type.
For the connection string, you will need to have your own sample Northwind database to use. You can download a Northwind sample database from Microsoft here.
Substitute in your server and database name in italicized parts of the following sample connection string: ”Server=MyServerAddress;Database=MyDatabase;Trusted_Connection=True;” Once you have your connection string entered, press Save to continue.
Setting Up the First Data Portal
Step 1: Create the Data Portal Now, you will create the Data Portal that allows us to actually pull data from the Data Connection that you made above.
Data Portals are provided as a way to connect to specific stored procedures within the Data Connection to an existing database. It is a finer-grain level of control, and connects to a single stored procedure on the database you connect to through the provided Data Connection. You can have multiple Data Portals connected to one Data Connection, but not vice-versa. For more, see the website portal documentation.
Navigate again to the portal site and choose Data Portals.
Create a new data portal.
Start by naming your Data Portal ”NorthwindCustomerOrders_YourName” (substitute in your name) and giving it a description.
For the Connection, you will use the Data Connection you created in the last section, ”NorthwindDB_YourName”. It should appear in the dropdown list when clicked
Now you will specify the stored procedure that this data portal will be referencing. You will write the stored procedure itself shortly. Name your stored procedure ”[demo].[northwind_customer_orders_myname]”.
For the Category, enter Demo and for the Command Type, choose Stored Procedure Name from the dropdown list.
Make sure Data Portal Status is set to Enabled and Is Custom Command? is set to No, then save the new Data Portal:
Setting up ReportRange() with the Data Portal
Now, you have a Data Connection to a database, and a Data Portal which specifies a stored procedure to provide data to it; but you need to write the stored procedure in order to actually get anything back from our ReportRange() call in the report.
In order to show how the front-end Excel interface ties into the writing of the back-end stored procedure, let’s start by going back to the report and figuring out what data you want to display to the user.
Step 1: Go back to the report, click in cell C10 and open the function builder.
Enter 2:4 into the ColDefRange to tell ReportRange() that all of its column definitions can be found in this range of rows. You can read more about ColDefRange here.
Now, you can specify the columns that you want to get back from our Data Portal via ReportRange in the Column Definitions section of our report.
Starting with row 2, type CustomerID into cell B2, CompanyName into cell C2, ContactName into cell E2, OrderID into cell F2, OrderDate into cell G2, OrderAmount into cell H2, Freight into cell I2, TotalAmount into cell J2.
In row 3, you just need ShipVia in cell C3 and ShippedDate in cell E3.
Now, let’s add the other parameters. Open the function arguments for ReportRange() again.
ReportRange() works by inserting the result set returned from the Data Portal in between two or more rows. These rows are specified by the TargetDataRange argument. Input 27:28 for our TargetDataRange.
The Formatting Range is the part of the report definitions section that specifies how final output will be formatted when returned to the end user. Our formatting range occupies rows 6:8, so input 6:8 in FormatRange.
The Parameters parameter specifies which cells will be the “filter” cells whose values are sent to the Data Portal to filter results to the user’s specifications. The Param() function (read more here) is used here to capture the cells. Type Param(C21,C22,C23) into Parameters.
As a best practice, we recommend you set UseEntireRow to TRUE and PutFieldNamesAtTop to FALSE
Now that you know which pieces of data you need in our report, you can design the stored procedure.
Using a SQL editor like SQL Server Management Studio, copy and paste in the following code:
Here is the SELECT statement in the code. The columns returned from the SELECT statement are the ones that populate into the report.
Setting up ReportDefaults()
The ReportDefaults() function is used to capture values from one or a set of cells (or an independently specified value) and send the value/s to another cell or set of cells. Its execution is triggered based on another action/event happening in the report (for example a save or clear action. It is commonly used to clear the values in the filter list after results have been pulled in and then cleared, which is how it will be used herein. Read more about ReportDefaults() here.