How to include a Location Group name in the Excel Extension report

Stephen Evason — Mon, 22 Mar 2021 16:14:18 GMT

Current Revision posted to OpenGround Wiki by Stephen Evason on 3/22/2021 4:14:18 PM

Explanation

We have asked how to include the location group name in a report without manually adding it after the report has run. To do this you can create a new field /column in the Location details Grid For "Location Group Name". Please follow the steps below on how this is done.

Process

Go to System>Configuration Packs>Select the pack

From the ribbon select "Manage Model"

Select the "Location Details" table and then "Edit"

Select "Add Header"

Create the header so it's as shown below:

Save the changes and exit out of the Model.

Open the project

From the "All Data" selection tool select one of the Location Groups Previously created.

This will update the data explorer on the left to only contain data for that group.

For example, my project as a total of 28 locations and my "Tester" Location Group contains 5. Below we can see that

The location details is now only showing the 5 locations listed:

Double click the Location Details to then open the Grid that contains just so locations.

You can now locate the "Location Group Name" column , select "Bulk Update" from the ribbon

Select the Column "Location Details Name"

Add the value which will be the name of your location group.

Then select "Save", this will add the location group name to all the locations in that group.

Please repeat this for any other location group you have. You will also be able to add the column to

your excel reports and bring it back with the data.