Creating Accolade Excel Reports using Accolade Office Extensions

With the Accolade Office Extensions add-in, anyone in your organization with All Reporting Rights can create a report in Excel using the add-in.

Reports created via the Accolade Office Extensions add-in provides the following advantages:

• No SQL knowledge is required. You can select Accolade data directly from the report interface without writing SQL queries.
• Reports can be refreshed when downloaded from Accolade to contain up-to-date information and formatted for distribution or review, query-based tables cannot.

Use the Report Privacy Warning Text system parameter to add a notification within the report to indicate the content is private or confidential, and should not be forwarded to others.

The information below assumes you are using the Accolade Office Extensions add-in to create reports and assumes you are familiar with basic Excel functionality. For more information about manipulating the data in a report, see the online Help available from within the add-in.

To create an Accolade Excel report:

1. Open Excel and navigate to the Accolade menu in the Excel ribbon.

This allows Excel to pull data from Accolade into the report and allows reports to be created or refreshed to display current Accolade information.

If necessary, connect to the appropriate server by clicking Server and entering the server URL.

2. Click Data Reports and do one of the following:

• To add a new report - Click Add New.
• To create a report based on an existing report - Click to copy the report.
• To edit an existing report - Click the name of the report to open it for editing.

3. Select a subject from the drop-down list, such as Projects or Users, to display the column sets available within that subject.
4. Double-click or drag and drop the column names from the left side of the dialog to any area in the Columns tab to include the column in the report.

• To search for a column, enter search criteria in the Find field after selecting the subject.
• Use the and options to expand or collapse the subject data sets in order to select specific column options.
• To include an entire column set, drag and drop the column set to the Columns tab.
• To change the column order of selected columns, drag and drop a column into a new location within the list.
• To remove a column, click in the corresponding row.

5. (Optional) Refine the content of the report as necessary. More...

   • Rename columns - Click in one or more selected columns and enter a new column name that is more appropriate for the report you are creating.
   • Set column sorting - Click next to one or more selected columns to indicate whether the column is sorted in ascending or descending order. If you select more than one column to sort by, indicate the order in which the columns sort; 1 being the primary sort, 2 the secondary sort, and so on.
   • Determine column properties - For number and date columns, click or in the Properties area to group data together by aggregation or select date formats. Select the aggregate method or date format and click away to apply the changes. All selected aggregate methods are added to the report columns list with the aggregate method appended to the column name.

   For example, to summarize the total costs for all projects within a brand, select Sum as the aggregate value in a column that represents the total costs for a project.

   • Add Count Column - If you select to summarize values within the report, click Add Count Column to add a column that shows how many rows of source data are combined in the summary row.

   You can order and rename the added column as you can other columns; however, you can add only one Count column to the report.

   • Add Calculated Column - Click Add Calculated Column to add a column to the report that displays a calculation based on other column data.
6. (Optional) On the Filters tab, double-click or drag and drop the column name from the left side of the dialog to any area in the Filters tab to use it as filter criteria that data must match to be included in the report.
7. (Optional) On the Report Details tab, add the following information:

Field	Description
Report Name	Enter a name which identifies the report.
Report Location	Select one of the following options for the location to place the report: Existing worksheet - Select this check box to add the report to an existing worksheet that does not already contain a report, and select the appropriate existing worksheet name from the drop-down list. New worksheet - Select this check box to create and add the report to a new worksheet, and enter the name for the new worksheet.
Override Project Filtering	Select this check box to include the entire report set from within a project. The report will not filter to project-specific data when viewed from within a project, and will display all projects in a portfolio regardless of security.
Transpose	Select this check box to transpose the column and row data when the report is rendered.

8. On the Advanced Matrix Settings tab, if more than one matrix was selected in the report columns, click Add to add the matrix join definitions.
9. Click Done to apply your changes and generate the report.
10. Save the report to an accessible location.

Notes:    Click Refresh Columns in the lower left of the dialog to refresh the columns. Any columns modified in the Accolade application while the user is creating or editing the report will be updated. Deleted columns will be removed from list of available columns and will display red in the Columns tab and Filters tab. Delete the selections in red to correct the report. To delete a saved report created in Excel, click Data Reports in the Accolade menu on the Excel ribbon and click next to the corresponding report. Deleting a report created using the Accolade Office Extensions add-in deletes report data being pulled from Accolade into the workbook. Deleting a report directly from the worksheet does not delete the data associated with the report.