Step 1: Smartbi Office plug-in installation
Office plug-in is equivalent to a medium. Installing this plug-in can add Smartbi report resources to Word, PPT, WPS text or WPS presentation, and then you can quote Smartbi resources in Word, PPT, WPS text or WPS presentation to generate tape Dynamic analysis report with parameters.
The Office plug-in is easy to install, compatible with Word, PPT, WPS text and WPS presentation, and easy to use.
Office plug-in support instructions for browsers
Office plug-ins are used to implement analysis reports.
The "parameter panel" function of the analysis report is realized through the embedded jsp page:
This function requires the Web-browser control to make the program interact with the jsp page. It only supports calling the IE kernel and the default is IE11. If there is no IE11 kernel, the highest version of IE installed on the PC is used.
Office plug-in supports Office2019 Home Student version.
Step 2: Template preparation
The first step in making an analysis report is to prepare a template for making an analysis report in order to evaluate the content to be produced.
· Making templates: Make templates according to the theme and requirements of the analysis report.
· Existing templates: The company's existing periodic summary report templates, sales summary report templates, etc., can be used directly.
The template of the <CSAC Automobile Sales Analysis Report> is as follows:
Step 3: Data preparation
Analyze the data required by the template prepared in the previous step, such as data such as parameters, tables, and graphics.
Log in to Smartbi to design the report, prepare the data needed for the analysis report, and create resources such as perspective analysis and spreadsheets.
The resource types supported by the system are: perspective analysis, ad hoc query, flexible analysis, instrument analysis, multi-dimensional analysis, spreadsheet, map analysis;
Currently not supported: data sets, self-service dashboards, web links, local documents, pages.
Step 4: Analysis report design
Open the report template in Word, PPT, WPS text, WPS presentation, use the Office plug-in to log in to the server, import the report data prepared in the previous step into the corresponding position of the document, and set the format.
The methods of importing report data include: importing parameters, importing tables, positioning cells, visualizing data sets, data mapping, and importing pictures. For specific steps, please refer to system resources.
The imported resources are displayed in the form of "content control" in the analysis report to guide the imported report data and its reference relationship.
Take Word as an example:
· Delete the referenced report data. Delete the report data on Word, the report data reference relationship still exists, as shown in the figure:
· Delete content control Select the content control, right click> delete content control, as shown in the figure:
Deleting the content control means deleting the report data reference relationship, and the imported report data still exists:
Step 5: Publish and authorize
After the analysis report is designed, publish it to the server and authorize resources so that other users can browse the analysis report online. For the operation of resource authorization, please refer to resource authorization.
The system supports periodic generation of analysis reports, publishes the analysis reports to the server, and authorizes resources, and then uses the function of scheduled tasks to periodically generate analysis reports. For the operation of the scheduled task, please refer to the scheduled task.
Step 6: Analysis report browsing
Users can open the analysis report on the Smartbi system to browse online. SmartbiV9 supports opening in PDF on the system terminal and can operate the analysis report.
The analysis report provides a toolbar to operate the analysis report: