Define Data Fetcher

1. Right click, choose "Define Data Fetcher":

2.Click "New":

3.Choose "Data Fetcher":

Data Fetcher refers to a set of sequential query rules, it can fetch qualified data or records from variously joined data tables. It would return the results to the corresponded table cells according to default or customized filling criteria.

Data Fetcher could make Excel server templates to use any report data or records freely within the information system.

For example:

Select Data From <Employee_Main> Where:
<Data Filter:Employee_Main.EmployeeID = thisReport.Sheet1:EmployeeID>
Filling Into <EmployeeDetails_Main>:
Employee_Main.FirstName --->(Set Value) FirstName
Employee_Main.LastName --->(Set Value) LastName
Employee_Main.DepartmentID --->(Set Value) DepartmentID
Employee_Main.DepartmentName --->(Set Value) DepartmentName

Create a new Data Fetcher: An Excel report can have more than one data fetcher. There are two methods to deal with a data fetcher: create a new one, or modifying an existing one.

Name: means the name assigned to the data fetcher

Applied to: If the template has workflow definition attached, this option specify which workflow activity that the data fetcher should be applied to.

Fired: When should the data fetcher be fired.

• Automatically - Data Fetchers is fired (executed) automatically when associated fields values are changing.
• While opening (first time)- Data fetcher is fired while the report is opened at first time.
• While modify report or transact workitem- Data fetcher is fired while report is modified or workitem is transacted.
• While query-Data fetcher is fired while report is open when query.
• Manually - Data Fetchers manually is fired (executed) when their requirements are met.

Display mode: How the data should be displayed in Excel after being retrieved by the data fetcher.

    Display all selected data: All data should be shown.

    Display top [n] records: Only display the top part of the data set

    Duplicate rows are eliminated: suppress all the duplicate rows

    Hide specification when run manually: do not show the data fetcher definition when applying the data fetcher manually

A 'Data Fetcher' includes 3 parts:

1. Data source (Selection)

2. Filter condition (settings)

3. Filling methods (selection)

Steps:

1. Open a template

    (1) Open MS Excel;

    (2) Open "Excel server" menu,click "Connect..", input " Server Name", "User Name", "Password";

2. Define Data Fields (Single Field, Multiple Field)

3. New (Data) Table

4. From 'Template', open "Data Fetcher", or, right click your mouse, select 'Data Fetcher' from the menu Define Data Fetcher

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