Simple Multi-Sheet Data Entry

  • Last update:July 01, 2024
  • Overview

    Application Scenario

    A multi-sheet data entry report allows you to set data entry attributes for each sheet separately and submit corresponding sheet data to tables, as shown in the following figure.

    2024-06-19_14-43-11 (1).gif

    After the submission, the data of the two sheets will be written to different database tables respectively, as shown in the following figure, as shown in the following figure.

    2024-06-27_17-11-43 (1).gif

    Setting Method

    Switch to each sheet, choose Template > Data Entry Attribute from the menu bar, and add a Built-in SQL submission.

    2024-06-17_12-07-30.png

    Function Logic

    1. A multi-sheet report supports cross-sheet data linkage, but currently supports only some formulas (featuring poor performance if multiple calculation formulas are running).

    2. When you click the submit button, all sheets are submitted by default. If you only want to submit the current sheet, you can select Submit Current Sheet Only on the submission button setting page, as shown in the following figure.

    2024-06-17_12-14-14.png

    Example

    Data Preparation

    1. First, create ds1 for sheet 1 and ds2 for sheet 2 with the following SQL statements:

    • ds1: SELECT * FROM BillDetail

    • ds1: SELECT * FROM BillingCycle

    2. Add a template parameter (with Name set to ID and Default Value to ALFKI) to the report, as shown in the following figure.

    2024-06-17_13-59-30.png

    3. Bind this parameter to a widget on the parameter panel. Select Drop-down Box Widget from widget types and set Actual Value/DisplayValue in Data Dictionary to Customer ID in the BillDetail table, as shown in the following figure.

    2024-06-17_14-00-07.png

    Sheet 1 Preparation

    1. Design the table in sheet 1 by dragging the fields from ds1 into the corresponding cells, adding Date Widget to B2 and E2, and adding Text Widget to C2 and D2, as shown in the following figure.

    2. Double-click cell A2 and add data filtering. Bind the field to the template parameter to achieve the parameter query effect, as shown in the following figure.


    3. Set data entry attributes for sheet 1, as shown in the following figure.

    2024-06-17_14-01-13.png

    Sheet 2 Preparation

    1. Click the xxx button in the lower left corner of the designer to add sheet 2.

    Design the table in sheet 2 by dragging the fields from ds2 into the corresponding cells and adding Text Widget to B2, as shown in the following figure.

    2. Double-click cell A2 and add data filtering. Bind the field to the template parameter to achieve the parameter query effect, as shown in the following figure.


    3. Set data entry attributes for sheet 2, as shown in the following figure.


    Multi-Sheet Submission

    Save the report and click Data Entry Preview. Select a customer ID on the parameter panel, click Query, and modify the data in sheet 1 and sheet 2 respectively.

    After modifying the data, click the Submit button to store the data of both sheets into the database. You can view the effect in the section "Application Scenario."

    Effect Display

    For details about the effect on PC, see section "Application Scenario"

    Template Download

    You can download the template: Multi-Sheet Data Entry.cpt.

     

    Attachment List


    Theme: Data Entry
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