After you've configured a custom report complete with custom data fields and custom pivot tables / charts, it is time to save the report and upload it to FocalScope. It is important to note that reports must wiped of residual data to ensure proper functionality once they are uploaded to the FocalScope Report Center. This article details the methods used to wipe custom reports--as well as how to retain any custom formatting--before uploading them to FocalScope.
Be sure to download and extract sample.zip file attached to this article. The sample.html file inside is required by method 1 of wiping custom reports.
Because FocalScope reports rely on a live data source, which is constantly updated. Saving outdated data in the Excel file will prevent updated data from properly propagating through the report. Pivot tables / charts need to be configured to wipe data contained in them, else the method 1 wiping procedure can have unpredictable results.
This is the recommended method of wiping custom reports as it will retain any custom filters and formatting options used in pivot tables / charts.
Figure 2 - Loading artificial source data
The report will have a small amount of artificial data to allow the retention of all custom filters and formatting the report may have.
Figure 3 - Artificial data in a report (to retain custom filters and formatting)
Warning, this method is only recommended if your custom report uses pivot tables / charts that don't have any custom filters and formatting (only use this option if you are an advanced Excel user and sure of what you are doing).