Skip to main content

Hi All,

 I am initiating this thread for discussion the best possible options for reporting in K2 projects.

 

Some of the my thoughts are:-

- If we are taking SharePoint as the backend, then its easier to use the reporting capabilities - export to excel

- We can also use workspace to have the smart objects exposed and providing options to extract to pdf/excel etc. (not user friendly)

 

Having mentioned the above what if the backend is either SQL server or Oracle, in this case we need to be sure that:-

- Any lists that we are showing on the forms are exportable (not to pdf using the PDF control)

 

I understand that there is no broker available out of the box which can export the data from list to excel which is the mostly asked format by various business needs.

 

Do we have any other alternatives?

 

Regards

Gaurav Mehta

Excel has the capability of access SQL or Oracle directly and its not hard to do assuming the user is provided the correct permissions.

 

Take a look at:  https://support.office.com/en-us/article/Connect-a-SQL-Server-database-to-your-workbook-22c39d8d-5b60-4d7e-9d4b-ce6680d43bad

 

More advanced type of queries can be done using MS Query which ships with Excel.

http://www.excel-easy.com/examples/microsoft-query.html

 

My recommendation would be to use SQL or Oracle to store your application data.  In the long run its much more effecient and you'll have a lot more flexibility for your solution to grow and evolve over time.

 

 

Hope this helps.

Tim

 

 

Thanks a lot Tim for sharing your thoughts, thats indeed helpful. We can cetainly create excel to connect to SQL server the way you suggested however if we need to host them on a sharepoint document library there are further issues in terms of accessing it through excel online mode. Do you have any ideas around them. e.g. http://sharepoint.stackexchange.com/questions/88204/be-careful-the-query-to-get-the-data-might-be-unsafe-so-you-should-only-refresh

Reply


View our Community Site Map

Nintex Community Sitemap
Terms & ConditionsCookie settings