Create an Excel Reporting Template - Revision history

Vmurrell at 14:57, 9 October 2025

2025-10-09T14:57:22Z

2025-10-09T14:56:19Z

2021-04-28T17:48:09Z

‎Generate the Template

2021-04-28T17:46:45Z

‎Generate the Template

2021-04-28T17:44:21Z

‎Creating the Reporting Template

2021-04-28T17:42:26Z

‎Step 2 - Create Reporting Constraint

2021-04-28T17:40:21Z

‎The means to restrict

2021-04-28T17:38:05Z

‎The means to restrict

2021-04-28T17:27:41Z

‎Data Provider and Provision Agreement

2021-04-28T17:27:00Z

‎Dataflow

@@ Line 13: / Line 13: @@
 This example is a simple Template using the GUI and is for a scenario where the agency WB (World Bank) has a number of Data Providers (including one with the ID of GHA) who are reporting statistics against the Dataflow GCI (Global Competitive Index). The Data Provider GHA, is only permitted to report statistical data for Ghana.<br>
-This example shows how the Registry can be used to create an Excel Template for the specific Data Provider. Once the end result is '''Generated''', it could be issued to the Data Provider for completion. Once the Excel spreadsheet has been completed by the Data Provider, Fusion Metadata Registry can be used to validate the data via the [[Convert_data_between_SDMX_formats|'''Convert''']] data page.
+This example shows how the Registry can be used to create an Excel Template for the specific Data Provider. Once the end result is '''Generated''', it could be issued to the Data Provider for completion. Once the Excel spreadsheet has been completed by the Data Provider, Fusion Registry can be used to validate the data via the [[Convert_data_between_SDMX_formats|'''Convert''']] data page.
 =Creating the Template=

@@ Line 5: / Line 5: @@
 An Excel Reporting Template (also sometimes called a Data Reporting Template) is a metadata driven Excel Form to enable Data Providers to easily report data.<br>
-A Reporting Template definition is created in the Fusion Metadata Registry and describes the contents and layout of one Excel Workbook. Each workbook contains at least one worksheet which is backed by the Dataflow that the data collection is for. A workbook may contain multiple worksheets, enabling one Excel file to be used to submit data for multiple datasets. <br>
+A Reporting Template definition is created in the Registry and describes the contents and layout of one Excel Workbook. Each workbook contains at least one worksheet which is backed by the Dataflow that the data collection is for. A workbook may contain multiple worksheets, enabling one Excel file to be used to submit data for multiple datasets. <br>
 The Registry provides both a web User Interface and web services to generate the Excel Workbook for a Reporting Template for a specific Data Provider. The contents of the Excel workbook are dynamically obtained based on who the Data Provider is. This enables a single data collection template to be set up for multiple data providers, where each provider's workbook contains only the worksheets, and data cells they need to report data for.<br>

← Older revision		Revision as of 17:48, 28 April 2021
Line 109:		Line 109:
	[[File:RT17.PNG\|Generate Template button\|1000px]]<br>		[[File:RT17.PNG\|Generate Template button\|1000px]]<br>

		+	'''TIP:''' If the button is inactive, check that the Provision Agreement is in place.

	[[File:RT14.PNG\|Generate Excel Form\|400px]]<br>		[[File:RT14.PNG\|Generate Excel Form\|400px]]<br>

@@ Line 107: / Line 107: @@
-[[File:RT17.PNG|1000px]]<br>
+[[File:RT17.PNG|Generate Template button|1000px]]<br>
-[[File:RT14.PNG|400px]]<br>
+[[File:RT14.PNG|Generate Excel Form|400px]]<br>
 You will note that the Data Provider GHA has been selected, this means that the Constraint attached to the Provision Agreement will be used. The Frequency selected is Annual, so to to report for the whole of 2019, that year is placed on both the From and To dates. Click '''Generate''' when done.
-The resulting Spreadsheet can be opened from the downloaded file.
+The resulting Workbook can be opened from the downloaded file.
-[[File:RT15.PNG|1000px]]<br>
+[[File:RT15.PNG|The Excel workbook|1000px]]<br>

@@ Line 86: / Line 86: @@
-[[File:RT12.PNG|400px]]<br>
+[[File:RT12.PNG|Create a new Template - Step 1|400px]]<br>
 ===Step 2 - Excel Worksheets===
@@ Line 92: / Line 92: @@
-[[File:RT16.PNG|1000px]]<br>
+[[File:RT16.PNG|Create a new Template - Step 2|1000px]]<br>
 In this example, an Instruction worksheet is created as shown in the image below
-[[File:RT13.PNG|1000px]]<br>
+[[File:RT13.PNG|Create a new Template - Step 3|1000px]]<br>

@@ Line 59: / Line 59: @@
-[[File:RT4.PNG|300px]]<br>
+[[File:RT4.PNG|Create option|300px]]<br>
 The Reporting Constraint Wizard will open and Step 1 is completed with the basic details as shown below.
-[[File:RT5.PNG|300px]]<br>
+[[File:RT5.PNG|Create a new Cube Constraint - Step 1|300px]]<br>
 Step 2 allows you to select a structure type, in this example it is the Data Provider who is to be constrained to only submit data for Ghana.
-[[File:RT6.PNG|1000px]]<br>
+[[File:RT6.PNG|Create a new Cube Constraint - Step 2|1000px]]<br>
 You will note that the [[Component|Components]] of the underlying Data Structure are displayed and REF-AREA has been ticked. The codelist CL_WB_CGI_AREA contains all countries. The next step of the Wizard will allow us to define which Country.
@@ Line 76: / Line 76: @@
-[[File:RT7.PNG|1000px]]<br>
+[[File:RT7.PNG|Create a new Cube Constraint - Step 3|1000px]]<br>
 In Step 4, you can Exclude values but this is unnecessary in this example.

@@ Line 40: / Line 40: @@
-[[File:RT9A.PNG|1000px]]<br>
+[[File:RT9A.PNG|Checking cross-references|1000px]]<br>
 Note that the '''Cross Reference''' is a link. If I click, I will be taken to the Concept Scheme, and I can see a Cross Reference to a Codelist.
-[[File:RT10.PNG|1000px]]<br>
+[[File:RT10.PNG|Linked Concept Scheme|1000px]]<br>
 Again a link. If I click the link and '''View''' the codelist, I can enter the search term Ghana, to find the code that is used. '''GHA'''.
-[[File:RT11.PNG|1000px]]<br>
+[[File:RT11.PNG|Finding the code for Ghana|1000px]]<br>
 I now have everything I need to move to the next step.

← Older revision		Revision as of 17:38, 28 April 2021
Line 40:		Line 40:


−	[[File:~~RT9~~.PNG\|1000px]]<br>	+	[[File:RT9A.PNG\|1000px]]<br>

	Note that the '''Cross Reference''' is a link. If I click, I will be taken to the Concept Scheme, and I can see a Cross Reference to a Codelist.		Note that the '''Cross Reference''' is a link. If I click, I will be taken to the Concept Scheme, and I can see a Cross Reference to a Codelist.

← Older revision		Revision as of 17:27, 28 April 2021
Line 33:		Line 33:


−	[[File:RT3.PNG\|1000px]]<br>	+	[[File:RT3.PNG\|Data Provider and Provision Agreement\|1000px]]<br>

	===The means to restrict===		===The means to restrict===

← Older revision		Revision as of 17:27, 28 April 2021
Line 28:		Line 28:


−	[[File:RT2.PNG\|1000px]]<br>	+	[[File:RT2.PNG\|Dataflow\|1000px]]<br>

	===Data Provider and Provision Agreement===		===Data Provider and Provision Agreement===