Guidelines for Header/Footer Syntax

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Guidelines for Header/Footer Syntax

These are the guidelines for Header / Footer syntax in Excel Templates being used with Crosstab exports.

 

Guideline

Syntax

General

Static Text Syntax: Text that will not change depending upon the content of the report is called static text (header names, e.g., Project, Date Range, Location). Static text can be entered in the desired font and will not change when the Excel template is used.

Project Names:

 
Date Ranges:

 
Location:
 

Dynamic Text Syntax: Text that will change depending upon the content of the report is called dynamic text and can be populated by values in the Row Headers of the Crosstab design or from DT_FACILITY. All dynamic text field names must be enclosed in curly brackets {}.

 

Note that dynamic text should include the desired font in the template.

Correct:
 

{SYS_LOC_CODE}

 
{dt_facility.facility_name}

 
Incorrect:

 
SYS_LOC_CODE

 
DT_FACILITY.FACILITY_NAME
 

Including Fields from DT_FACILITY: To include fields from DT_FACILITY, the field names must be preceded by DT_FACILITY. This table and field name should be in all lower case.

 

An exception to this rule is when the field from DT_FACILITY is included in the Crosstab's design row headers.

Correct:
 

{dt_facility.facility_name}

 
{dt_facility.facility_address_1}

 

Incorrect:
(Unless the field is included as a
row header):
 

{DT_FACILITY.FACILITY_NAME}

 
{DT_FACILITY.FACILITY_ADDRESS_1}

 
{FACILITY_NAME}
 

Including Fields from Crosstab's Row Headers: To include fields from the Crosstab's row headers, enter the column name of the field's row header.

Correct:
 

SYS_LOC_CODE

 
Incorrect:

 
DT_LOCATION.SYS_LOC_CODE

 
LOCATION
 

 

Guideline

Syntax

Options for Displaying Row Header Values in Headers or Footers

Display All Values: To show all unique values included in a row of the Crosstab design, use the code all. This may occur if Separate by each unique is not selected in the Crosstab design for SYS_LOC_CODE. By entering all in the field's dynamic name, the export from Crosstab into Excel will list all of the locations in the worksheet.

Correct:

 
{SYS_LOC_CODE:ALL}

 
Incorrect:

 
{SYS_LOC_CODE} all
 

Display Minimum to Maximum Ranges: To show a range of values within a row header field, such as a date range, use the codes .min and .max.

Correct:

 
{SAMPLE_DATE:MIN}

 
{SAMPLE_DATE: MAX}

 
Incorrect:

 
{SAMPLE_DATE}
 

Display values Not Displayed in Body of Report: It is possible to include information not displayed in the body of the report, such as the sample types included in the report. This may be done by including the value in the row headers of the Crosstab design and selecting a display type of None in the design.

Correct:
 

{SYS_SAMPLE_TYPE}

 
or

 
{SYS_SAMPLE_TYPE:ALL}