Develop: Customer Credit SaveEstimated reading time: 35 minutes
This section will detail a full review of how the Interject save feature works. Start by using the Customer Aging example. This example will show how to design three user input fields into an existing report. The Interject platform will assist in creating a stored procedure that can be used in SQL Server to help facilitate the process. Other database engines or API methods can be used for the save process as well, but for simplicity you are focusing on SQL Server and a database stored procedure as the data source. You will be using the Customer Aging report, as you have already become familiar with its business use case.
Setting up the Data Portals
This report uses the same database as Develop: Customer Aging and other reports, you do not need to create another data connection. Use the same connection as in this previous example. The Data Portals for saving data are very similar to their Pull counterparts.
Step 1: Navigate to the Interject Portal Website, then select Data Portals in the sidebar menu.
Step 2: Click the New Data Portal button.
Step 3: In the Data Portal Code field enter NorthwindCreditSave_MyName.
Step 4: In the description, you will fill out a short detail saying what this data portal will be used for. In this case, it will say Simple Data Save.
Step 5: In the Category field, label the type of data portal connection that this data portal will be. In this case it will be a Demo.
Step 6: In the connection drop down menu you will choose the data connection NorthwindExampleDB_MyName that you have already created in the Develop: Customer Aging.
Step 7: For the Command Type you will use the stored procedure option, and in Stored Procedure / Command input a name for the stored procedure you will create later. In this case you use [demo].[Northwind_Credit_Save_MyName]. Then click Create Data Portal.
Setting up System Parameters
System Parameters are similar to Formula Parameters, but the names are reserved for Interject. To review the System parameters and their purposes, go to the System Parameters section of the Data Portal page.
In this example you are going to use Interject_ReturnError and Interject_RequestContext.
Step 1: To add the first system parameter, click the Click here to add a System Parameter button. Then select Interject_RequestContext for the name and click save.
Step 2: To add an additional system parameter, first click the Click here to add a System Parameter button. Then select Interject_ReturnError for the name of our second parameter. Then click Save.
Creating the Report
Step 2: Right click the worksheet tab and select Move or Copy.
Step 3: Select the copy check box.
Step 4: Rename the worksheet tab to CustomerCredits and the worksheet title to Customer Credits.
Step 5: Unfreeze the panes.
Step 6: Insert 4 rows below row 2. Then using the format painter, apply the format from row 9 and apply it to rows 3 and 5.
Step 7: Delete columns G:L.
Step 8: Add InvoiceTotal, CreditLimit, AccountFreeze valueList:FreezeOptions, and AccountNotes to cells G2,H2,J2, and K2 accordingly.
Step 9: Change the cell type for cells G8 and H8 from General to Accounting.
Step 10: Insert a column between columns H and I.
Step 11: In cell I25 insert Credit Remaining and in cell I8 input the formula =H8-G8.
Step 12: Add coditional formatting to cell J8 by selecting the home tab, and selecting conditional formatting, then select New Rule…
Step 13: Select the rule type Format only cells that contain and select Specific Text, containing, yes.
Step 14: Apply a red fill color by selecting the fill tab, then selecting the dark red color.
Step 15: Add a white text color through selecting font, then inside the color dropdown select the white color.
Step 16: In cell L2 input [Clear] and in cell L6 input MessageToUser.
Step 17: Apply the formatting range to the report range formula in cell C10 by selecting the fx button and inputting 8:8 into the FormatRange argument.
Step 18: In cell H11 begin writing the report save formula by inserting =ReportSave().
Step 19: Select the fx button and for the Data Portal insert the Save Data Portal that you created earlier in this example.
Step 20: Select the range B26:B27 for the RowDefSave argument, and select the range 4:4 for the ColumnDefinitions, and finally, the range 6:6 for the ResultsRange argument.
Step 21: Insert CustomerID into cell B4, CreditLimit into cell H4, AccountFreeze into cell J4 and AccountNotes into cell K4.
Step 22: Refreeze the panes. Pull the report and it will look like this. Now it is ready for you to create a save stored procedure in the next section.
Creating the Stored Procedure
Step 1: First, select the Pull button and pull the data into the spreadsheet.
Step 2: In the Excel sheet, click the cell with the ReportSave formula. Then display the Advanced Menu in the Interject: If Simple Menu is displayed, click it to view the Advanced Menu.
Step 3: Then, click the System dropdown and select View SQL Template for ActiveCell. Make sure you have the ReportSave cell selected.
A window will pop up providing the developer with the SQL template used to create the stored procedure.
Copy and paste the template code into the MSSQL Server from your Excel sheet. This template is a helpful starting point that includes the Data Portal parameters and pre-formatted test code, but more work is needed to construct the required data save. Here is an example test code to compare with, but yours will be different. Do not copy this code and use it for your report as it will not work.
CREATE PROC [demo].[Northwind_Credit_Save_MyName] -- System Params not in formula @Interject_RequestContext nvarchar(max) ,@Interject_ReturnError varchar(2000) OUTPUT ,@TestMode bit = 0 -- used only for testing the stored procedure directly. It will show more results when set to 1. AS /* ================================================================================== Test Code Example Declare @Interject_ReturnError varchar(2000) Execute [demo].[Northwind_Credit_Save] @Interject_RequestContext = '<?xml version="1.0" encoding="utf-16" standalone="yes"?> <RequestContext> <ExcelVersion>16.0</ExcelVersion> <IdsVersion>18.104.22.168</IdsVersion> <FileName>Interject_CustomerDemo_v1.4.xlsx</FileName> <FilePath></FilePath> <TabName>CustomerCredits</TabName> <CellRange>H11</CellRange> <SourceFunction>Save</SourceFunction> <UtcOffset>-7</UtcOffset> <ColDefItems> <Value Row="4" Column="2"> <Name>CustomerID</Name> </Value> <Value Row="4" Column="8"> <Name>CreditLimit</Name> </Value> <Value Row="4" Column="10"> <Name>AccountFreeze</Name> </Value> <Value Row="4" Column="11"> <Name>AccountNotes</Name> </Value> </ColDefItems> <ResultDefItems> <Value Row="6" Column="12"> <Name>MessageToUser</Name> </Value> </ResultDefItems> <RowDefItems> <Value Row="27" Column="2" ColumnName="CustomerID"> <Name>BOTTM</Name> </Value> </RowDefItems> <UserContext> <MachineLoginName></MachineLoginName> <MachineName></MachineName> <FullName></FullName> <UserId>UFR62JQWx4</UserId> <ClientId>CgCfW9qi</ClientId> <LoginName></LoginName> <LoginAuthTypeId>10</LoginAuthTypeId> <LoginDateUtc></LoginDateUtc> <UserRoles> <Role></Role> </UserRoles> </UserContext> <UserContextEncrypted>Encrypted only through interject api protocol, not direct connection</UserContextEncrypted> <XMLDataToSave> <c Column="Row" OrigValue="Row" /> <c Column="CustomerID" OrigValue="CustomerID" /> <c Column="CreditLimit" OrigValue="CreditLimit" /> <c Column="AccountFreeze" OrigValue="AccountFreeze" /> <c Column="AccountNotes" OrigValue="AccountNotes" /> <r> <Row>27</Row> <CustomerID>BOTTM</CustomerID> <CreditLimit>50000</CreditLimit> <AccountFreeze>Yes</AccountFreeze> <AccountNotes>Customer has exceeded credit limit</AccountNotes> </r> </XMLDataToSave> </RequestContext>' ,@Interject_ReturnError = @Interject_ReturnError output Select @Interject_ReturnError as '@Interject_ReturnError' ================================================================================== */
After getting the template, it is important to modify the procedure for what is needed. For example, the parameters are automatically set to max, so an easy change would be to set them to more realistic character lengths.
ALTER PROC [demo].[Northwind_Credit_Save_MyName] @Interject_RequestContext nvarchar(max) ,@Interject_ReturnError varchar(2000) OUTPUT ,@TestMode bit = 0 AS -- -- Use helper to extract data from Interject_RequestContext. Remove items that are not needed -- The helper stored procedure [dbo].[RequestContext_Parse] is required for this section to function -- DECLARE @Interject_XMLDataToSave XML DECLARE @Interject_NTLogin VARCHAR(50) EXEC [dbo].[RequestContext_Parse] @Interject_RequestContext = @Interject_RequestContext ,@Interject_XMLDataToSave = @Interject_XMLDataToSave OUTPUT ,@MachineLoginName = @Interject_NTLogin OUTPUT IF @TestMode = 1 BEGIN SELECT @Interject_XMLDataToSave AS '@Interject_XMLDataToSave' ,@Interject_NTLogin AS '@Interject_NTLogin' END DECLARE @ErrorMessageToUser AS VARCHAR(1000) = '' DECLARE @NowUTC AS DATETIME = GETUTCDATE() -- -- PROCESS THE XML DATA INTO TABLE VARIABLE -- DECLARE @DataToProcess TABLE ( [_ExcelRow] INT ,[_MessageToUser] VARCHAR(500) DEFAULT('') ,[CustomerID] VARCHAR(max) ,[CreditLimit] VARCHAR(max) ,[AccountFreeze] VARCHAR(max) ,[_FreezeBit] BIT DEFAULT(0) ,[AccountNotes] VARCHAR(max) ) IF DATALENGTH(@Interject_XMLDataToSave) > 0 BEGIN declare @DataToProcessXML as XML -- Handle conversion of XML text into an XML variable. BEGIN TRY SET @DataToProcessXML = CAST(@Interject_XMLDataToSave as XML) END TRY BEGIN CATCH SET @ErrorMessageToUser = 'Error in Parsing XML from Interject. Error: ' + ERROR_MESSAGE() GOTO FinalResponseToUser END CATCH -- Insert the XML into the table variable for further processing INSERT into @DataToProcess( [_ExcelRow] ,[CustomerID] ,[CreditLimit] ,[AccountFreeze] ,[AccountNotes] ) SELECT T.c.value('./Row', 'INT') as [_ExcelRow] ,T.c.value('./CustomerID', 'VARCHAR(max)') as [CustomerID] ,T.c.value('./CreditLimit', 'VARCHAR(max)') as [CreditLimit] ,T.c.value('./AccountFreeze', 'VARCHAR(max)') as [AccountFreeze] ,T.c.value('./AccountNotes', 'VARCHAR(max)') as [AccountNotes] FROM @DataToProcessXML.nodes('/XMLDataToSave/r') T(c) END -- TestMode is provided so a test save can be executed and all related data can be -- easily viewed for testing while not effecting any data in the database IF @TestMode =1 BEGIN SELECT '@DataToProcess - After XML Processing' as ResultName SELECT * FROM @DataToProcess END -- -- VALIDATION SECTION - Ensure inputs received from Excel are valid -- -- Validate that the details do not have duplicates on the primary key UPDATE m SET [_MessageToUser] = [_MessageToUser] + ', Duplicate key' FROM @DataToProcess m INNER JOIN ( SELECT [CustomerID] FROM @DataToProcess WHERE [CustomerID] <> '' GROUP BY [CustomerID] HAVING COUNT(1) > 1 ) as t ON m.[CustomerID] = t.[CustomerID] -- Validate a column has valid text UPDATE @DataToProcess SET [_MessageToUser] = [_MessageToUser] + ', Account Freeze must be either Yes or left blank' WHERE [AccountFreeze] NOT IN ('Yes','') UPDATE @DataToProcess SET [_MessageToUser] = [_MessageToUser] + ', Account Notes must be 140 characters or less' FROM @DataToProcess WHERE LEN([AccountNotes]) >= 140 -- Now check if there were any validation issues in the detail and stop processing if true IF EXISTS(SELECT 1 FROM @DataToProcess WHERE [_MessageToUser] <> '') BEGIN SET @ErrorMessageToUser = 'There were errors in the details of your input. Please review the errors noted in each row.' GOTO FinalResponseToUser END IF @TestMode = 1 BEGIN SELECT '@DataToProcess - After Validation' as ResultName SELECT * FROM @DataToProcess END -- convert the 'yes' input into a bit for table storage UPDATE @DataToProcess SET [_FreezeBit] = 1 WHERE [AccountFreeze] = 'Yes' UPDATE @DataToProcess SET CreditLimit = 0 WHERE CreditLimit IS NULL -- -- DATA UPDATE -- BEGIN TRY -- this table variable will log the changes to the target table so it can be used -- to return helpful feedback to the user about how the save action resulted DECLARE @ChangeLog as TABLE ( [_ExcelRow] INT -- will capture the source row that affected the target table ,[UpdateTypeCode] VARCHAR(10) -- Will show UPDATE, INSERT, or DELETE ,[TargetTableKey] VARCHAR(5) ) BEGIN TRAN t1 -- -- use MERGE statement that UPDATES, INSERTS, and DELETES in one action -- MERGE [demo].[Northwind_AccountCredits] t -- t = the target table or view to update USING @DataToProcess s -- s = the source data to be used to update the target table ON s.[CustomerID] = t.[CustomerID] WHEN MATCHED -- Handles the update based on INNER JOIN AND ( t.[CustomerID] <> s.[CustomerID] OR t.[CreditLimit] <> s.[CreditLimit] OR t.[AccountFreeze] <> s.[_FreezeBit] OR t.[AccountNotes] <> s.[AccountNotes] ) THEN UPDATE SET t.[CustomerID] = s.[CustomerID] ,t.[CreditLimit] = s.[CreditLimit] ,t.[AccountFreeze] = s.[_FreezeBit] ,t.[AccountNotes] = s.[AccountNotes] ,t.[LastChangedBy] = @Interject_NTLogin ,t.[LastChangedDate] = @NowUTC WHEN NOT MATCHED BY TARGET THEN -- Handles the insert based on LEFT JOIN INSERT ( [CustomerID] ,[CreditLimit] ,[AccountFreeze] ,[AccountNotes] ,[LastChangedBy] ,[LastChangedDate] ) VALUES ( s.[CustomerID] ,s.[CreditLimit] ,s.[_FreezeBit] ,s.[AccountNotes] ,@Interject_NTLogin ,@NowUTC ) -- the output captures the changes to the table and logs to a table variable OUTPUT isnull(inserted.[CustomerID],deleted.[CustomerID]) -- include deleted in case delete is added later. Inserted is used for both Update an Insert ,s.[_ExcelRow] ,$action as UpdateTypeCode -- this logs into an a change log table variable INTO @ChangeLog ( [TargetTableKey] ,[_ExcelRow] ,[UpdateTypeCode] ); --now we have enough information to update the message to user for each row UPDATE dtp SET [_MessageToUser] = CASE cl.UpdateTypeCode WHEN 'INSERT' THEN ', Added!' -- not used in this example WHEN 'UPDATE' THEN ', Updated!' END FROM @DataToProcess dtp INNER JOIN @ChangeLog cl ON dtp.[_ExcelRow] = cl.[_ExcelRow] IF @TestMode = 1 BEGIN SELECT '@ChangeLog- Show log of changes made' as ResultName select * from @ChangeLog ROLLBACK TRAN t1 -- note this does not roll back changes to table variables, only real tables SELECT 'Changes rolled back since in TEST mode!' as TestModeNote END ELSE BEGIN COMMIT TRAN t1 END END TRY BEGIN CATCH IF @@TRANCOUNT > 0 ROLLBACK TRAN t1 SET @ErrorMessageToUser = ERROR_MESSAGE() GOTO FinalResponseToUser END CATCH FinalResponseToUser: -- -- PROVIDE RESPONSE TO THE SAVE ACTION -- -- if test mode, show the final table IF @TestMode = 1 BEGIN SELECT '@DataToProcess - After Validation' as ResultName SELECT * FROM @DataToProcess END -- return the recordset results back to the spreadsheet, if needed. SELECT [_ExcelRow] as [Row] -- this relates to the original row of the spreadsheet the data came from ,SUBSTRING([_MessageToUser],3,1000) as [MessageToUser] -- This is a field that, if it matches a column in the Results Range, will be placed in that column for the specified row FROM @DataToProcess -- if there is an error, raise error and Interject will catch and present to the user. -- Note that this is specifically done after the above resultset is returned, since initiating an error before -- will not allow a result set to be returned to provide feedback on each row IF @ErrorMessageToUser <> '' BEGIN -- by adding 'UserNotice:' as a prefix to the message, Interject will not consider it a unhandled error -- and will present the error to the user in a message box. SET @ErrorMessageToUser = 'UserNotice:' + @ErrorMessageToUser RAISERROR (@ErrorMessageToUser, 18, -- Severity, 1) -- State) RETURN END
Testing the Stored Procedure
For quick testing, click on the View SQL Test and copy the test code to the development area. For more information, go to the common troubleshooting page.
Now that you have modified the stored procedure, go back to Excel and see if the data gets correctly saved.
After the save, there will be a return message stating what was changed based on the row.