remiWare

Report Scheduler for Crystal Reports, SSRS Reports and more.

How To Merge All Reports In A Task Into A Single Excel Workbook

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When you create a remiCrystal task that contains 2 or more reports being exported to Excel (XLS or XLSX), you can have them all merged into a single workbook before they are delivered to the recipients.

To merge all the reports in a task to single MS Excel file, follow the steps below:

  • Add 2 or more reports with the output of Excel format. These reports can be Crystal Reports, SSRS Reports or SQL reports.
You can merge all the Crystal Reports and SSRS Reports into a single excel workbook
  • Once the reports have been added, deselect all the reports by clicking anywhere in the white space of the Reports & Actions tab. The property grid will change to show some new options.
  • Under the Merge Excel section, Select True to MergeExcelFiles and then provide a name for the final Excel file in the MergeExcelFileName field
Select true to merge the excel file into a single file
  • Finish setting up the task by adding one or more Targets and then save it.
  • When the task is executed, all the Excel outputs will be merged into a single Excel Workbook with each report in a separate worksheet.

Top 5 Reasons PDF Bursting Is Better Than SSRS Data-Driven Subscription

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As defined by Microsoft, this is what an SSRS Data-Driven subscription is:

A data-driven subscription provides a way to use dynamic subscription data that is retrieved from an external data source at run time. A data-driven subscription can also use static text and default values that you specify when the subscription is defined. You can use data-driven subscriptions to do the following:

– Distribute a report to a fluctuating list of subscribers. For example, you can use data-driven subscriptions to distribute a report throughout a large organization where subscribers vary from one month to the next, or use other criteria that determines group membership from an existing set of users.

– Filter the report output using report parameter values that are retrieved at run time.

– Vary report output formats and delivery options for each report delivery.

PDF Bursting is similar to data-driven subscriptions in what it achieves as the end result however it is completely different in how it goes about getting the job done.

PDF and Excel Bursting is better than SSRS Data-Driven subscription in many ways

Here are the top 5 reasons PDF Bursting, and by extension, Excel Bursting, is better than SSRS Data-Driven Subscriptions.

  1. Considerably Cheaper: In order to use SSRS Data-Driven subscriptions, you must be using SQL Server Reporting Services Enterprise Edition and the cost for that tier is at minimum $3717. It will cost more if want to host it on a server with more CPU cores. In contrast, remiCrystal with PDF/Excel Bursting costs only $999.
  2. More Efficient: If your report has to be data-driven for 1000 rows of data, in the SSRS scenario, the report will need to be run 1000 times and each time taking up database, processing and network resources. For PDF Bursting, the report is run only once and then using our algorithm split up and bursted into separate reports for delivery.
  3. Much Faster: As the SSRS Report is run only once for PDF Bursting, the entire process is unbelievably faster. When we compared running a data-driven subscription of 100 records with that for PDF Bursting, the latter was up to 230% faster.
  4. Access To In-Report Variables and Formulas: When using PDF Bursting in remiCrystal, all you need to do is add a special bursting tag that will be read by the the application at run time. You can therefore include any formula or variable into the bursting tag so that it can be accessible by remiCrystal without having to recreate it outside the report.
  5. Data Consistency: When running a data-driven subscription, the report’s data is fetched for every report run and what this means is that if you are using a very active transactional dabatase as the source, the results may differ between the first record and the 1000th. With PDF Bursting, the report is run only once and the data represents a real snapshot of that moment in time regardless of whether it is the first or 1000th record being processed.
  6. Bonus: Easier Maintenance: When dealing with SSRS Data-Driven subscriptions, you have to maintain 2 sets of data; one or more for the report itself and another for the data-driver. You must always always make sure that these 2 sets of data correlate at all times otherwise you could run into unforeseen issues. Making changes to the report also means that you have to consider its effect of the data-driver recordset. With PDF Bursting on the other hand, you only need to worry about the datasets in the report itself.

As you can see, PDF (and Excel Bursting) can save you and your organization money, time and resources in real meaningful ways. To get started and see what a difference it will make, download the free unlimited trial of remiCrystal today.

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How to Password Protect Excel Files from Crystal Reports and SQL Server Reporting Services (SSRS)

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Microsoft Excel is one of the oldest and most powerful software packages that is still widely used today and the Excel formats (XLS and XLSX) is only second to PDF as the most common output format from Crystal Reports and SSRS Reports.

After all, Excel is used by the average person, businesses, government institutions, and millions of other folks all over the world.

remiCrystal now allows you to add password protection to both XLS and XLSX Microsoft Excel formats so that the data in your exported Crystal Reports or SSRS Reports remains secure and is only accessible by the right parties.

To illustrate this functionality, lets use an example where you have several project managers (employees) in your organization that you would like to send password protected Excel reports to and then follow up with a separate email containing the access password.
The Employees database table woud look like the following:

First, open remiCrystal and click the Create External Data Task button

from the remicrystal home screen, select external data task

Provide a name and description for the task and then go to the External Data tab

Connect to your database containing the Employees table using an ODBC DSN and then enter the query to select the employees data required

create your SQL selection criteria to data-drive your crystal reports and SSRS reports

Once the query is set, select the Primary Key column (the column that uniquely identifies each row in the Employees table). In this case, it is the EmployeeID column

Add your Crystal Report or SSRS Report by going to the Reports & Actions tab and clicking on the relevant button at the bottom.

Set up the report parameters as well as the login credentials and then go to the Output format tab and select any Excel format.

you can populate parameters with data-driven values

You will be presented with some Excel file format options, one of which will be the ExcelWorkbook password.

You can type in the desired password or you can pull it in from your Employees database table by going to the Function Picker window, selecting External Data from the dropdown and then dragging and dropping the ExcelPassword database field into the Excel Workbook Password field.

populate the excel password with data-driven value
You can drag and drop the password from the Employees table

Click Save to save the settings and return to the main screen.

Now that we have the report set up to export to Excel with password protection, we need to set up an Action to email the employees with their passwords.

Select Send Email from the Actions menu

Fill in the details of the email and Save. Once again, you can use fields from the Employees database table to populate all the emails fields

email custom action

You may now save the remiCrystal task and run it. Every employee in our SQL selection query will be emailed their report in Excel format and the file will be password protected. They will also receive a separate email containing their unique password to use to access the Excel file.

To get started with security your Excel reports from Crystal Reports and SSRS Reports, download remiCrystal today and enjoy the unlimited 14 day trial.

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Getting Started with remiCrystal

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Getting Started with remiCrystal

We are very proud of is how easy it is to get started with remiCrystal. Once you have downloaded and installed the app, you can open it by going to the Start Menu, select “All Programs” and then choose “remiCrystal” under the “remiWare” menu.

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 remiCrystal is Reliable

remiCrystal utilizes the Windows Task Scheduling system for all its automation. This means that your reports will be delivered as long as Windows is running. No ifs or buts.

 remiCrystal is Easy To Use

With remiCrystal, you do not have to spend money on training your staff on how to use the software. We believe that if you can use MS Word, then you can use remiCrystal.

 remiCrystal is Cost-Effective

When you purchase remiCrystal, you will begin to realize the return on investment immediately. You will save time money and human resources. Automating your processes will reduce errors in your reporting immensely.

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