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LukaszMatyszewski
Level 3
September 10, 2024
Question

Mass update custom report view

  • September 10, 2024
  • 2 replies
  • 1285 views

Hi All,

 

I’m looking for a solution or step-by-step guide on how to mass update a custom report view. Is this possible?

 

Case:
I have a custom report built with 100+ text mode columns. Each column uses multiple valueexpression=IF statements (as per the attachement), which returns specific project/product data based on a reference code associated with a project. The reference code is part of a dropdown list within a project’s custom form. The report works perfectly.

 

What I want to achieve is a smart and quick way to update the report view every time we add a new code or amend the result data for an existing code.

 

Any ideas would be appreciated!  I thought Kick-Start would be a preferred method, but I can’t quite wrap my head around it. The excel export doesnt provide any meaningfull data and Im not sure what to do with .properties files which come along the export.

 

Kind regards,

Lukasz

 

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    2 replies

    Doug_Den_Hoed_AtAppStore
    Community Advisor
    Doug_Den_Hoed_AtAppStoreCommunity Advisor
    Community Advisor
    September 10, 2024

     

    Hi @lukaszmatyszewski 

     

    To maintain similarly complex views (such as dozens of columns each with multiple custom formatting rules to colorize each resulting data cell in Red, Yellow, or Green), I sometimes create a "view builder" in Excel: for each such view column; gradually concatenate options and logic row by row in text mode format, then copy/paste the latest column (or even all columns) into Workfront.

     

    Although it takes a bit of effort to set up, it is time well spent. For some of my most complex work, short of writing a program, this Excel View Builder technique was not only efficient: it was key.

     

    Regards,

    Doug

     

    P.S. I use a similar approach for complex custom data formulas

      L
      LukaszMatyszewskiAuthor
      Level 3
      September 10, 2024

      Thanks Doug,

       

      This is exactly what I managed to do so far. I built a formula builder in sheets.  Works great, but I worry about the amount of copy pasting I might need to do on change.

      Doug_Den_Hoed_AtAppStore
      Community Advisor
      Doug_Den_Hoed_AtAppStoreCommunity Advisor
      Community Advisor
      September 10, 2024

       

      Sounds like you're on the right path @lukaszmatyszewski,

       

      To extend my parenthetic "or even all columns" comment...with each column's view defined in Excel, provided each has its column number defined, if you then concatenate all of those columns together, copy the result, and paste it into the textmode of the first column in an existing view, it will then overwrite all subsequent columns (i.e. in a single copy/paste action).

       

      Regards,

      Doug

      skyehansen
      Community Advisor and Adobe Champion
      skyehansenCommunity Advisor and Adobe Champion
      September 10, 2024

      General rule of thumb: Kickstarts are for adding new things. They aren't for updating existing things.

       

      One of the properties files should be your view. It should look like your view does, if you convert every column to text mode, and then string it all into one text file. To change a column is pretty easy because you just locate the column you want to change, and then make the change. If you were going to add a column that would be a little more difficult. 

       

      After you're all done, you could re-zip and upload it as a net-new report. I think there's also a way to upload the view file separately, as a custom view -- if this is the case, you can apply that view to your existing report and re-save.

       

      If you have to update this report often, it's well worth investigating how to do it as a kickstart.

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