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GPV Interactive Report/Grid to MSExcel v2 Contents Overview ....................................................................................... 3 Introduction................................................................................... 3 Features at a Glance....................................................................... 3 License........................................................................................... 3 Legal Disclaimer ............................................................................. 3 Found a bug ................................................................................... 3 Installation .................................................................................... 4 Install required packages ............................................................... 4 Install plugin .................................................................................. 7 Using in your application ................................................................ 7 How it works for Interactive Reports .............................................. 8 Installing a separate rendering engine from Moritz Klein (commi235), for Interactive Reports only. ...................................... 9 How it works for Interactive Grids .................................................. 9 Configuration Settings.................................................................... 9 Return Data – for Interactive Report only ....................................... 9 Maximum Rows - for Interactive Report only............................... 10 Export Hyperlinks - for Interactive Report only ............................. 10 Custom Column Width - for Interactive Report only ..................... 10 Add Download XLSX Icon to “Download Dialog” ........................... 11 FAQ (How to) ............................................................................... 11 AN PROCESS PLUG-IN FOR ORACLE APPLICATION EXPRESS (APEX) 1 GPV Interactive Report/Grid to MSExcel v2 Replace default file name (Excel.xlsx) to the custom file name ..... 11 Use this functionality for all Interactive Reports or Interactive Grids in your application ....................................................................... 12 Adding a custom download button .............................................. 12 How to exclude report columns from export/make columns that are visible in Excel but not visible in Interactive Report (not for Interactive Grid) ........................................................................... 13 How to uninstall plugin ................................................................ 14 AN PROCESS PLUG-IN FOR ORACLE APPLICATION EXPRESS (APEX) 2 GPV Interactive Report/Grid to MSExcel v2 Overview Introduction The "GPV Interactive Report/Grid to MSExcel v2" APEX plugin provides a simple data export from Interactive Report or Interactive Grid into Microsoft Excel. Features at a Glance These features of Interactive Report/Grid are supported: Correct export of data types (String/Date/Number) Filtering and Sorting Control Break Computations Aggregations Highlighting Auto adjustable Column Width Date/Number Formats Custom downloaded file name (see FAQ) Can be easy implemented for all Interactive Reports/Grids in an application (see FAQ) License The "GPV Interactive Report/Grid to MSExcel" APEX plugin and IR_TO_MSEXCEL, IR_TO_XLSX packages are currently available for use in all personal or commercial projects under both the MIT and GPL licenses. This means that you can choose the license that best suits your project and use it accordingly. Both licenses have been included in this software. Legal Disclaimer The program(s) and/or file(s) are supplied as is. The author disclaims all warranties, expressed or implied, including, without limitation, the warranties of merchantability and of fitness for any purpose. The author assumes no liability for damages, direct or consequential, which may result from the use of these program(s) and/or file(s). Found a bug If you have found a bug, please send us debug information. To do this, set Return Data plugin options to “Debug Information”. Try to get your data again. You’ll get text a file with debug information. Please send this file to pavelglebov@outlook.com. Or if you have skills to fix it become a contributor at GitHub. You're always welcome! AN PROCESS PLUG-IN FOR ORACLE APPLICATION EXPRESS (APEX) 3 GPV Interactive Report/Grid to MSExcel v2 Installation Install required packages This plugin requires IR_TO_XSLX, IR_TO_MSEXCEL, APEXIR_XLSX_PKG.sql and AS_ZIP packages. To install these packages, please use the all-in-one installation script install_all_packages.sql. To do this, navigate to the “SQL Workschop > SQL Scripts”. Upload file install_all_packages.sql. This script will create all required packages. Run this script by pressing the Run-icon. AN PROCESS PLUG-IN FOR ORACLE APPLICATION EXPRESS (APEX) 4 GPV Interactive Report/Grid to MSExcel v2 Press “Run Now” button. After execution take a look at the execution results. Open the “Manage Script Results” tab by pressing the link in the View Results column. AN PROCESS PLUG-IN FOR ORACLE APPLICATION EXPRESS (APEX) 5 GPV Interactive Report/Grid to MSExcel v2 There should be no errors. Additionally (very rare) you should get access to the SYS.UTL_FILE and SYS.DBMS_LOB packages. GRANT EXECUTE ON SYS.UTL_FILE TO #USER#; GRANT EXECUTE ON SYS.DBMS_LOB TO #USER#; Where #USER# should be replaced to APEX Application Parsing Schema. AN PROCESS PLUG-IN FOR ORACLE APPLICATION EXPRESS (APEX) 6 GPV Interactive Report/Grid to MSExcel v2 Install plugin Navigate to “Shared Components > Plug-ins” and click Import. This Oracle document shows you how to upload the plugin-file “dynamic_action_plugin_at_frt_gpv_ir_to_msexcel.sql” and to install the plug-in using the file above. Using in your application 1. Create a new Dynamic Action on Event “On Download XLSX[GPV Interactive Report/Grid to MS Excel v2]”. Set “Selection Type” => “jQuery Selector” “jQuery Selector” => “document” AN PROCESS PLUG-IN FOR ORACLE APPLICATION EXPRESS (APEX) 7 GPV Interactive Report/Grid to MSExcel v2 Select “Action” => “GPV Interactive Report/Grid to MS Excel v2” The plugin is ready to use with the default settings. How it works for Interactive Reports The plugin adds “Download XLSX” Icon to the “Download menu”. By pressing on this icon the user gets an XLSXfile. AN PROCESS PLUG-IN FOR ORACLE APPLICATION EXPRESS (APEX) 8 GPV Interactive Report/Grid to MSExcel v2 Installing a separate rendering engine from Moritz Klein (commi235), for Interactive Reports only. Download and install all required packages from GitHUB (https://github.com/commi235/APEX_IR_XLSX). The existing (mock) package APEXIR_XLSX_PKG.sql must be replaced. After that you can use “Download Type” => “commi235 Render Engine” How it works for Interactive Grids The plugin adds “XLSX”-Button to the Interactive Grid. By pressing on this button the user gets an XLSX-file. Configuration Settings Return Data – for Interactive Report only Choose "Excel XLSX" to return the Interactive Report as a MS-Excel file. Choose "Debug TXT" to view debug information. AN PROCESS PLUG-IN FOR ORACLE APPLICATION EXPRESS (APEX) 9 GPV Interactive Report/Grid to MSExcel v2 Choose “commi235 Render Engine” to use a separate render engine from Moritz Klein (needs to be installed separately). Maximum Rows - for Interactive Report only Rows greater than this value will not be exported. To export all the rows set the value to 1000000000. When empty - value from Interactive Report Attributes-> Maximum Row Count will be used. Export Hyperlinks - for Interactive Report only If is set to “As Hyperlinks”, then IR columns with type “Link” are exported as Links (URL). Custom Column Width - for Interactive Report only Comma - delimited list of columns with their widths. For example, if you want to set width of COMPANY_NAME column to the 15 (Excel width points), and CTL column to the 6 points, you should fill this parameter as: COMPANY_NAME:15,CTL:6 AN PROCESS PLUG-IN FOR ORACLE APPLICATION EXPRESS (APEX) 10 GPV Interactive Report/Grid to MSExcel v2 Add Download XLSX Icon to “Download Dialog” For Interactive Report: This Icon will be added For Interactive Grid: This Button will be added FAQ (How to) Replace default file name (Excel.xlsx) to the custom file name When not empty, the value from Report Attributes-> Filename field will be used. AN PROCESS PLUG-IN FOR ORACLE APPLICATION EXPRESS (APEX) 11 GPV Interactive Report/Grid to MSExcel v2 Use this functionality for all Interactive Reports or Interactive Grids in your application Install the plugin on Page 0 as described above in “Using in your application” section. When you want to exclude this functionality from a couple of pages, use Conditions. The plugin supports Interactive Grids and interactive Reports simultaneously. Adding a custom download button 1. 2. 3. 4. 5. First create a Button Create Dynamic Action on Event “Click” for this Button. Create True Action an set “Action” to “GPV Interactive Report/Grid to MSExcel v2 [Plug-in]”. In “Affected Elements” Section set “Selection Type” => “Region”. Set “Region” to your Interactive Report or Interactive Grid region. AN PROCESS PLUG-IN FOR ORACLE APPLICATION EXPRESS (APEX) 12 GPV Interactive Report/Grid to MSExcel v2 How to exclude report columns from export/make columns that are visible in Excel but not visible in Interactive Report (not for Interactive Grid) Use Conditional Display column property for this. AN PROCESS PLUG-IN FOR ORACLE APPLICATION EXPRESS (APEX) 13 GPV Interactive Report/Grid to MSExcel v2 Use not ir_to_msexcel.is_ir2msexcel Expression to exclude column from export, And ir_to_msexcel.is_ir2msexcel Expression to make column visible on export only. How to uninstall plugin First make sure that the plugin are not used in your application components any more: If Utilization Report don’t contain “GPV Interactive Report/Grid to MSExcel v2” records, on plugin-page appears Delete – Button. Drop all plugin packages: drop drop drop drop package package package package IR_TO_XLSX; IR_TO_MSEXCEL; APEXIR_XLSX_PKG; AS_ZIP; AN PROCESS PLUG-IN FOR ORACLE APPLICATION EXPRESS (APEX) 14
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