SoluDyne MS Excel Reports

The SoluDyne MS Excel Report functionality provides an elegant integration between SoluDyne and MS Excel.

Ideal for users used to working with MS Excel. Perform Data Mining of SoluDyne content in MS Excel.

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Best Practices & Other Governing Elements

07 - SoluDyne MS Excel Reports

B-12905 - Connect Query to Excel

00 Overview
01 Description
01.01 Automatic login and SSO
01.02 Clear old/deleted records from Pivot Table/Chart

02 Example

00 Overview


This Best Practice describes how a query in SoluDyne can be connected to an Excel spreadsheet.

01 Description

A SoluDyne Query can be connected to Excel by copying the URI or address from the query and using it in a 'Web Query' in Excel.

Excel version 2013 or higher is recommended.

More information on how queries can be used in Excel, f.ex how often the data should be refreshed, is available on Microsoft Office Online:

Microsoft Office Online: Get external data from a Web page
https://support.office.com/en-gb/article/Get-external-data-from-a-Web-page-708f2249-9569-4ff9-a8a4-7ee5f1b1cfba

Micrsoft Office Online: Create, edit, and manage connections to external data
https://support.office.com/en-ca/article/Create-edit-and-manage-connections-to-external-data-89d44137-f18d-49cf-953d-d22a2eea2d46

01.01 Automatic login and SSO

If SoluDyne application has not been setup with automatic login the connection in Excel must be "opened" manually:

See B-13295 - Using SoluDyne MS Excel Reports when automatic login is disabled for more information.

01.02 Clear old/deleted data from Pivot Table/Chart

If old/deleted data is still visible in Excel Report:

  1. Right-click any cell in the pivot table, and click PivotTable options
  2. In the PivotTable Options dialog box, click the Data tab
  3. In the Retain Items section, select None from the drop down list
  4. Click OK
  5. Refresh using Refresh All on the Data tab

02 Example

Connect query 'Requirement Overview - Owner' to a new Excel spreadsheet.

  1. Open SoluDyne Expanding Menu
  2. Select SoluDyne Designer and Query Register
  3. Open the query 'Requirement Overview - Owner'
  4. Right-click, choose Properties, and copy the complete address. Ref. figure 1
  5. Open Excel and create a new spreadsheet
  6. Select the Data tab 
  7. Click 'From Web' for a new Web Query
  8. Paste the address from step four and press 'Go'
  9. Click the arrow next to 'Result'. Ref figure 2 
  10. Click 'Import' and OK

After a few seconds, the results of the query will be visible in the spreadsheet.

 
Figure 1. Address

 
Figure 2. Result

B-12961 - Antall åpne og lukkede innrapporteringer

B-12967 - Utvid eksisterende pivot tabeller og grafer

00 Oversikt
01 Beskrivelse

02 Eksempel

00 Oversikt

Denne Beste praksisen beskriver hvordan å utvide eksisterende pivot tabeller og grafer i SoluDyne QIR excel rapporter.

01 Beskrivelse

Å legge til flere felt i en eksisterende tabell eller graf, klikker eller drar feltet ned i kolonnen, raden eller filterområder.

02 Eksempel

 

  1. Åpne den nødvendige datablad i Excel.
  2. Velg et datafelt i tabellen.
  3. Pivot Tabell panel vil åpne til høyre for excel-filen.

  

  1. Velge datafeltet som kreves for å forlenge den eksisterende rapporten.
  2. Dra feltet til de ulike område kvadranter for å indikere hvor dataene vil bli slått sammen.
  3. Grafen og tabellen vil automatisk oppdatere å inkludere det nye feltet.

B-12968 - Create New SoluDyne QIS Excel Reports

00 Overview
01 Description

02 Example

00 Overview

This Best Practice describes how to create new SoluDyne QIS excel reports.

01 Description

SoluDyne QIS excel report is saved as a template. New reports can be added and customised. The reports are found under CAR in the SoluDyne Expanding menu.

02 Example

 

  1. Right click on the template section.
  2. Click New node.
  3. Select file template.

B-12969 - Lag nye Pivot tabeller og grafer

00 Oversikt
01 Beskrivelse

02 Eksempel

00 Oversikt

Denne Beste praksisen beskriver hvordan  å lage nye Pivot tabeller og grafer i SoluDyne QIR excel rapporter.

01 Beskrivelse

Ved å velge de uthvilt data og sette inn en ny pivottabell, kan brukerne lage sine egne tabeller og grafer.

02 Eksempel

 

  1. Marker alle data i data fanebladet ved å trykke i øverste venstre hjørne.

 

  1. Velg Sett inn og Pivot tabell.

 

  1. Pivot tabellen opprettes I et ny fane.

 

  1. Legg til felter for kolonne, rad, filter og verdi. Hvis du for eksempel ønsker å jobbe med en kunde kan du legge til registreringsdato som rad, avvikskategori som kolonne, unik id som verdi og kunde som filter.

 

  1. Marker så pivot tabellen.
  2. Klikke på sett inn;
  3. Velge pivot graf.
  4. Graffen skal opprettes ved siden av tabellen.

B-12986 - SoluDyne MS Excel Integration

 


 

 

SoluDyne QIS Excel Reports

SoluDyne QIS Excel Reports provide an instant and visual overview of deviation trends over time. Both a simple and effective way to follow the results of internal campaigns for quality and performance measurement, and the perfect presentation tool! 

 

 

 

Trend

Trend provides an overview of the number of reports divided between time for the individual variance category, and overall time taken.  The trend overview enables the quick & easy identification of changes from one year to another, as well as any build ups. By monitoring trend you can effectively measure whether campaigns have had the desired effect on the number and type of events reported.
 

 

 

Per Customer

See how many cases are registered per customer pr deviation category! The timeline can be used to specify particular time frames in years or months. Additional feilds can always be specified to further detail customer QIR information. 
 

 

 

Per Root Cause

Get insight into how many cases were registered per root cause per deviation category. Use the timeline to specify year and month.

 

Expand existing pivot tables and graphs in seconds

Add more fields by simply clicking or dragging a field down in a column, row, or filter value box. Save the changes and the new report is complete.

 

Create new pivot tables and graphs

Customising your own tables and graphs is simple! Simply mark all the data in the data tab by clicking the upper left corner, selecting “Insert”, then “Pivot Table”. A new tab will open where you can add fields for column, row, and filter value.
For example, if you want to see detailed information for one customer, you can add the  registration date as a row; the deviation category as a column; unique id as a value, and the customer as a filter. Finally, mark the table and insert Pivot graph. The customer’s quality reporting trend per deviation category is now seen as a visual and up to date graph.

 

 

 

Data

Raw data linked directly to the system is updated instantly with a single click! This ensures that the excel reports will always give you the most current and dynamic overview of your quality improvement system. As the excel data is connected directly to a query in the SoluDyne Query Register, additional data fields can easily be added by a SoluDyne Consultant. 

 

 

 

Per Supplier

Get a visual and clear overview of how many cases were registered per supplier per deviation category. Use Timeline to specify the required timeframe, and adjust the table details to view supplier trends.

 

 

 

 

Per Department

Shows how many cases were registered per root cause per department. Use the timeline and pivot fields to adjust views and details as required.

 

Create new SoluDyne QIS Excel Reports

The SoluDyne QIS Excel Report is saved in the system as a file template. You can quickly and easily  add new reports and customize them to tailor them to your specific requirements.

 

 

 

 

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B-13295 - Updating SoluDyne MS Excel Reports when automatic login is disabled

Overview
This Best Practice describes how SoluDyne MS Excel Reports can be updated when automatic login is disabled.

For security reasons, usernames and passwords are not saved when an Excel document connected with SoluDyne is closed. This means that, when opening the Excel Report, users will have to authenticate with SoluDyne before the data can be updated. If SoluDyne is set up without automatic signon, this authentication will have to be performed manually.

Prerequisites
This Beste Practice assumes that the user has access to the Excel report, and Read Access to the Connected Query node in SoluDyne. The node can be either a  Data Warehouse Query or a Query node in the Query Register.

Description
If the SoluDyne application has been setup without automatic login, the connection in Excel must be "opened" manually:

 

  1. On the Data tab navigate to Connections
  2. Select Properties..
  3. Select the Definition tab
  4. Press Edit query... 
  5. If a login prompt appears, sign in using your SoluDyne username and password 
  6. Press cancel and close the dialog windows 
  7. Refresh using Refresh All on the Data tab

See Microsoft Office Online for additional information or contact SoluDyne Competence.

L-16722 - SoluDyne QIS Excel Rapport

B-12960 - Trend

 

Viser hvor mange som er blitt opprettet fordelt på tid for hver avvikskategori og totalt. Du kan se endringer i antall innrapporteringer. Om det er færre eller flere innrapporteringer enn sist år på samme tid. Du kan se på trenden om det er noen opphopninger og om disse stemmer over ens med det du kjenner av historie.  Du kan føre kampanjer på innrapportering og med en gang se om det hjelper på antallet og type innrapporteringer.











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