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Exporting categories and other view columns

THIS CODE REQUIRES INTEGRA FOR NOTES 4.3 and above

If you have a categorized view which displays totals and you would like to export only the category with the totals and other column values, you need to do the following:

1) Add the columns you would like to export to the selected field list as computed fields. If you add _COLUMN_1, Integra will export the value located in the first column (whether the column is hidden or not) of the view that Integra is set to run on. The screenshot below shows an Integra profile containing columns 1,2,3 and 7 which will be exported.

2) Under 'Excel' tab, you need to enable the option Format Excel output according to selected view (column) formatting.

3) Under 'Advanced' tab, enable the option Force use of View Navigator for All documents in View Option.

3) The following code needs to be placed in the respective events of the Script Callback section in the Advanced Tab of the Integra profile. The script is used to export data only when a category is encountered in the view.


case CB_INITIALISE
    ' Initialise stats.uservar
    stats.uservar = 0
case CB_CATEGORY
    ' Set stats.uservar, indicating that a category was encountered
    stats.uservar = 1

case CB_BFORWRITECOM
    ' If a category is NOT encountered, do not export the document and re-set stats.uservar
    ' i.e. data is only exported when a category is encountered

    if stats.uservar = 0 then
      export.continue = false
    else
      stats.uservar = 0
    end if

4) You may need to use the code below instead of the code placed in the CB_BFORWRITECOM event above if you do not want any data rows to be exported. This code will blank out the data in the data rows which is exported together with the categories.

case CB_BFORWRITECOM
    dim i as integer

    i = 0

    ' Tell Integra not to export data from the document currently being processed
    export.continue = false
    ' If a category is encountered, blank out the data values and manually write the row to Excel
    if stats.uservar = 1 then
      forall v in export.record.fvalue
        export.record.fvalue(i) = ""
        i = i + 1
      end forall
      call export.writenext(stats)
      stats.uservar = 0
    end if

.




FAQ# 0202
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