Manual Xlreporter

Version 2007a

Exercises

XL Reporter -SAP® SBO® Edition

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Table of Contents
Additional Training Resources............................................................................... .........................3 Exercise 1 – Logging On........................................................................................................... ......4 Exercise 2 – ReportOrganizer................................................................................................ ........5 Exercise 3 – Creating an Excel Template...................................................................................... ..6 Exercise 4 – Report Composer: Trial Balance........................................................ ........................7 Exercise 5 – ReportComposer/Designer/Organizer: Sales Report.......................................... .....11 Exercise 6 – Report Composer/Designer/Organizer: Sales Order Report....................................15 Exercise 7 – Report Composer/Designer: SO............................................................................ ...18 Exercise 8 – Report Composer/Designer: PM HATB Report........................................................19

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Additional Training Resources
1. Website for Excel users and Excel questions: www.MrExcel.com 2. XL Reporter University: http://www.xlreporter.com/xluniversity/menu.htm. Includes a variety recorded sessions to assist you in learning the various components of XL Reporter. 3. User Guide: Help file in XL Reporter (Main menu – Help – About). 4. FAQ’s for XL Reporter is availableat http://support.solverusa.com. 5. Report examples that you can import into your own XL Reporter installation: http://support.solverusa.com. 6. Appendix A: Helpful Hints 7. Yahoo Groups: http://groups.yahoo.com/group/xlreporter/ This is a free chat group for end-users of XL Reporter. Members share questions, comments, suggestions, etc. As of 7/1/2008 we have approx 680 members.

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Exercise1 – Logging On
In order to log on to XL Reporter you must first log in to SBO. After you have logged into SBO go to the tools menu and select XL Reporter:

The following screen should appear:

Did you succeed? If so, the future is bright!

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Exercise 2 – Report Organizer
The Report Organizer has the look and feel of Windows Explorer. Go to the Report Organizer and create the followingfolder system (hint: Right click in the right window pane to create a new folder). The grey folders that already exist are for published reports. Reports stored in the grey folders will be available to run in the SBO menu system:

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Exercise 3 – Creating an Excel Template
Open Excel (from your Windows desktop) and create the following template to be used later when you design reports:Hints: ⇒ Make row 7 your last header row, and format rows below this with account descriptions and numbers in mind. ⇒ Add a system date by adding a NOW or DATE function ⇒ Also go to print preview and page setup and adjust your margins and add a page number. Also make the first 7 rows repeat by using the sheet tab in the page setup ⇒ Save the file as an .xlt file. It will automatically be saved to aspecific Excel template directory. ⇒ After saving the file, go to File, Properties and in the Summary tab, check the box for ”Save Preview Picture” ⇒ Also templates are saved in the following file (example) "C:\Documents and Settings\Dean Bellville\Application Data\Microsoft\Templates\Report Template 21.xlt" which is a hidden file. Note: change the user name above to the user that logged on to thecomputer. ⇒ If you are using Office XP, make sure that you have Service Pack 2 installed or you will not see your templates.

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Exercise 4 – Report Composer: Trial Balance
A) Overview of the Report Composer
Go to Report Composer and use the following instruction to create the report below:

Data Area
The data area is displayed in blue at the top of the window and consists of the...