How to improve a company's reporting structure? - reporting

I know a company that has spent it's history on depending on excel spreadsheets
How do I:
-Create a structure to have the front end users complete forms that turn into excel results for me on the back end?

Related

How do you get a Google Apps Script code to be available for every single spreadsheet in your drive without copy-pasting?

I am using a shared Google account and the rest of the people with access to the account have even less programming knowledge than me. I have a custom function that greatly helps us to reduce the time we spend on a repetitive task but we need to do that task on many sheets and more sheets are continuously being added to the Drive.
They are not too comfortable with bringing up the Apps Script editor each time the code needs to be run so I have been trying to add a custom menu to the GSheets UI so the function can be run just by clicking on one button.
Is there a way for me to get this menu to appear on every single GSheet in the Drive?
I have searched high and low for the answer to this question and have been asked to use libraries and to publish the script as an add-on. I read that libraries might slow down the script execution and the editor still needs to be brought up so I tried the add-on method instead.
After spending hours navigating through the confusing maze that is the Google Cloud Platform and Google Marketplace SDK, I found out that to pass OAuth verification, I need to have my own domain and we just don't have the budget for domain hosting.
Any help or solutions offered would be greatly appreciated. Thanks.

Filter data in Dashboards?

In our Dynamics CRM online instance, we've created several dashboards for the monthly performance review. In total we got 24 lists and charts.
Problem: We've got 16 sales-teams/regions. So, when our CEO is meeting with one team, he needs to filter down 24 lists.
We see several solutions:
a) Introduce Power BI: So far we didn't use it we are reluctant to introduce it due to some weaknesses it has.
b) Clone the 24 charts, lists and dashboards. Doing it once would be feasible but afterwards we would have a maintenance nightmare.
c) This is where you come in: Is there a plugin, workaround, script or some other idea how to do this?
You can build a custom HTML webresource to embed in dashboard, develop with bootstrap & webapi calls to pull the data. Open source js charts, jQuery grids, cool controls to visualize.
My choice is PowerBI because of powerful slice & dice, great visualization & easy to build.
Lot of charts, views, dashboards are going to be maintenance nightmare. Though we have xrmtoolbox for managing certain things.

Secure method for software distribution

I work at a software development company, and one of our tasks is to distribute our software to our customers before deployment. We have a lot of software components that at built separately, so we end up with 5 or more packages - usually more, and some times up to several hundred files because we also need to distribute data sets from time to time. We would like to find a way to distribute these packages to the customers as easy as possible. Currently we are using Box which is OK, but uploading and downloading several hundred packages takes a while, so we would like a method that will automatically place the files at the customers site.
Ideally we would like to end up with a file structure on our build environment, where we could place folders like:
Customer1
Customer2
Customer3
etc.
and putting files into those folders would automatically end up at that particular customer. It could probably be done by Dropbox, but we cannot install that at the customers sites.
We expect to build something with that functionality ourselves, but are there any frameworks or anything so we don't have to start from scratch? It's important that the files actually end up at the customers sites, and not on a shared drive somewhere in the cloud, since some of the customers have really slow internet connection. We are running on Windows.
You can link your startup page with web based verification process. If the software is installed in particular MAC ID, then verify it first at your web portal, and create one file or a value in db to ensure it is verified. From the 2nd time the startup page will check for the verification key in db or the verification file. If it is available then it will open the software otherwise it should redirect the software to registration page.

Switching from MS-Access to Oracle [closed]

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Apologies beforehand if I've been an unlucky searcher, but I feel like I'm either using the wrong keywords or there is nothing to find on the subject.
A colleague of mine has been using MS Access for decades and has no experience with other SQL tools. Most of the systems in our organisation are built on Oracle databases (and in quantities too large for MS Access), so data integration is often complex for him. To facilitate things, he will be moving his data sources to one of the Oracle servers, and will be able to access that data with Oracle SQL Developer.
All I'm able to find on the internet is how to migrate data but I'm looking for functionality differences from the perspective of a data analyst or a reporting developer, who works with preparated data.
I tried explaining it in simple terms, such as: "there are tables here as well", or "Oracle views are like Access queries", but there's a lot of ground to cover and I'm looking for some handles.
Do any of you know of a good source to read on this subject? Books, videos, articles, websites, anything. If at all possible, it should be in terms familiar to an MS Access user.
You not make it clear what developer tools you plan to replace Access with. Remember Access has two parts. The database part (the data engine). The data engine allows you to build tables, and execute SQL queries to retrieve data. This is also what the Oracle database allows you to accomplish.
Then there is the developer part. That is the part that lets you build forms (to edit data) and that of reports. This part is NOT part of the database engine (for Access or oracle).
So the differences in the database engine are NOT that important here, but MOST important is what tools you plan to build the reports and forms to edit data with?
You can most certainly continue to develop your software using Access. So Access has a VBA programming system, has the ability to develop forms, and also that of reports. However the database engine and table can be form the Oracle database.
So your question shows much confusing here since you not making any distinction between the developer tools (Access), and the database system you choose to WORK WITH Access. Access is a developer tool, much like VB6, c++, vb.net etc. It allows you to build reports and write code and build a user interface. A database system such as ACE, or Oracle or SQL server has no such ability.
The Access database engine (used to be called JET and is now called ACE) is a separate issue.
So a developer writing some software in say vb.net can choose to use the Oracle database system or can use the Access database engine called ACE.
It not clear if you plan to continue to use the Access development system, and then choose an appropriate database system such as SQL Server, MySQL or in your case Oracle as the database engine to work with Access.
If you plan to not use the Access development system to build reports and forms and write code, then you have to share with everyone here what tool(s) you plan to use. Since it sounds like the user is being dictated that they MUST use Oracle as the database system, then it likely that what developer tools such as vb.net, C++ or perhaps MS Access is also going to be forced upon the user.
Until such time you expand on what developer tools which are SEPARATE ISSUE from the database system is shared here, then any real answer is sheer speculation and a waste of our time.
So keep in mind that the Access databases engine, or SQL server, or Oracle or MySQL are database engines. AFTER you choose the database engine/system, you can then write code + forms in something like:
Vb.net
MS Access
Asp.net
Etc. etc. etc .etc
You also choose such systems as SQL reporting services, or whatever oracle has these days.
So if you crystal reports with ACE (the Access database engine), or you use crystal reports with SQL server or Oracle, then the feature set in crystal reports is VERY MUCH THE SAME in all cases.
And you might use MS Access reports with Oracle or SQL server or often the ACE (the default database engine for Access).
The user can continue to use Access as the user “interface” developer tool, and the data can be in any industry database engine that supports ODBC. The database system does not have nor include the user interface and reporting tools.
You not shared what reporting and development tools you plan to use with Oracle. As to what tool, well that like asking what kind of car to drive or what software development system should one choose. We don’t even know if the user has a choice. If they have a choice then they can continue to use Access and you have no need for a question here!

sharepoint 2010 infopath custom code button hidden

I've been giving a really fun task at work,
I need to create a SharePoint app or some sort of list on sharepoint, where someone can nominee people from the company to win some sort of recognition then this will go out to a group of people that will approve if they "deserve the recognition".
this project was being work by a guy that left the company last Friday so basically I have a week to do something about it and I don't really know a lot about SharePoint.
I've done my research, and at first I went straight to the technical point of view where I would just basically code a connection to database, design the interface etc... but sharepoint has a really friendly user interface, uh, so friendly that sometimes I feel like I'm not capable of controlling it.
I was assigned a "technical" resource, this person supports SharePoint in the company however she doesn't have experience of creating custom applications or what else.
she teach me how to create a list and editing a form, adding columns to it. A easy way of doing it btw, the fields were connected to the internal database in the company so basically I didn't have to do anything technical at that point.
but then it came the complications/limitations for example I wasn't able to auto-fill information let's say if I would search the name of a person I would want to fill his last name, phone number organization automatically, I would also like to nominee more than 1 people for a single project.
I found out that you're able to open the form in InfoPath so I did it and then I was looking for developer tap option but it just disappear every time I open up the form.
I was also expecting for a tree view or a binding view of the internal database where some controls were connected but I wasn't able to find anything.
I can only use the SharePoint that's already up on the intranet of the company, I don't have access to databases, therefore I can't connect to them "directly" let's say from VStudio to map data back and forth.
I understand this may not be a very technical question this more of an advice to a fellow developer I develop generally for android.
is there a way of just going around this issue?
thanks and I appreciate whoever reads this.
David,
I don't think someone is ever going to have an issue like this, but I came to the conclusion that you need access to the sharepoint server and use VS inside the server in order to code the custom list and form, having the capability to connect to internal databases.
Please ask one question per post!
I've done my research, and at first I went straight to the technical
point of view where I would just basically code a connection to
database, design the interface etc...
For this, you do not need to use Sharepoint! Use MS SQL Server
she teach me how to create a list
If you have chosen to usу Sharepoint lists then they use нтвук the MS SQL Server for storing them...
I found out that you're able to open the form in InfoPath so I did it
and then I was looking for developer tap option but it just disappear
every time I open up the form.
Please check the answer to question "Custom Code is disabled on my form/(it is a workflow form of a sp list workflow process)/ any workaround?". That is, code behind is not available in Infopath for Sharepoint List Form, it is by design.

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