QPR Knowledge Base 2017.1

Basic Operations

Basic Operations

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Basic Operations

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In this chapter we will take a brief look on the layout of QPR Add-In for Microsoft Office, and see how to connect to QPR web service in order to be able to start designing a report.

 

QPR Add-In for Microsoft Office is used through the QPR tab available in the ribbon of Microsoft Word. Most of the buttons in the ribbon open a pane in Microsoft Office Word. Buttons are grouped together by their purpose.

 

QPR Add-In for Microsoft Office operates using tags, which are substituted by the content from QPR web service when the report is either previewed or published. A tag can be substituted by a single piece of information, a table containing multiple pieces of information or an image. In the process of previewing or publishing, the original document (called the template) is left intact and a new copy of it is created automatically.

 

pic_word_qpr_layout

 

 

Functions of the Buttons on the QPR Tab of the Ribbon

 

Button

Function

btn_server_connection Server Connection

Opens the QPR Web Service Connection Settings dialog for connecting to a QPR web service.

btn_insert_field Insert Field

Opens the Insert Field pane for adding a tag to the document.

btn_insert_loop Insert Loop

Opens the Insert Loop pane for adding a repeat loop to the document.

btn_insert_custom_tag Insert Custom Tag

Opens the Insert Custom Tag pane for adding a tag with a customized QPR Web Services Foundation query to the document.

btn_edit_tag Edit Tag

Opens the Edit Tag pane for editing a tag after it has been added to the document.

btn_preview Preview

Creates a new document, in which filler texts are replaced by content according to the tags attached to them, but the tag holders are not removed.

btn_publish Publish

Creates a “clean” version of the document. Publishing replaces all filler texts with the corresponding content, as well as removes all the tag folders from the document. The resulting document does not have any traces of QPR Add-In for Microsoft Office in it.

btn_run_and_send Run and Send as E-Mail

Same as Publish above, but in addition attaches the published report to an e-mail message. Using this functionality requires that your default e-mail client is recognized by Microsoft Word.