In this chapter we will start to automate the creation of the second page of the hand built QPR Add-In for Microsoft Office Training Guide Hand Built Report.docx. For this we needs tags. Most tags needed in designing a report can be inserted by using the Insert Field pane.
Exercise 4: Generate a Measure Page Containing the Name and Graph of the Measure 'Number of Individual Customer Feedbacks'.
|1. Create a new blank document.|
|2. On the QPR tab of the ribbon, click Insert Field. The Insert Field pane opens.|
|3. On the Insert Field pane, select "QPR Metrics Models" from the 'Search From' drop-down menu and expand the hierarchy by clicking the button:|
|4. Select 'QPR Add-In for Microsoft Office Training Model' from the list:|
|5. Type "feedback" in the 'Search Text' field:|
|6. From the 'Scope' drop-down menu, expand the hierarchy by clicking the button, and uncheck everything else but 'Company scorecard':|
|7. Make sure that the 'Include References' check box is unchecked.|
|8. Click the Search button.|
|9. From the 'Search Results', select "Number of individual feedbacks".|
|10. In the 'Fields Available' section, check "Name" and "Element Graph":|
|11. Click the Insert button.|
|12. Close the Insert Field pane by clicking the button in the top right corner of the pane. The document should now look like this:|
|13. Save the document. It will be used later.|
|14. Click Publish and define a name and a location to the report. The report is then created and it should look as in the picture below:|
For more information, see the Fields topic in QPR Add-In for Microsoft Office - User's Guide.