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LIGHTLY TECHNICAL OBSERVATIONS ON PEOPLESOFT, SQR, AND RELATED AND UNRELATED TOPICS

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Creating Excel Files

Many users prefer to work with Excel files rather than printed reports, and so you may be asked to produce some reports in that format. Whether you are using SQR, PeopleCode, or another development tool, there are several ways of doing this.

This week I'll describe the format of what we call an "Excel file," and then next Monday I'll get into the actual coding details.

The simplest Excel-format file is a "CSV" or comma-separated values file. If you produce a file in this format and name it with a .CSV extension, Excel will know how to handle it. In a CSV file, the fields are separated with commas. A value that contains a comma must be delimited with quotation marks ("). (Quotes can also be used if the value doesn't contain commas but could contain them. This can simplify your coding.)

Empl ID,Name,Address
12345,"Doe,John","123 Main St."
23456,"Smith,Mary","456 Maple St."

Even though this is a simple text file, be sure to name it with the .CSV extension. Otherwise Excel will ask the user about the delimiters or will simply load each line into a single cell, depending on how the user opens the file.

Some people prefer to avoid the quoted string complication by using a different delimiter such as a pipe (|):

Empl ID|Name|Address
12345|Doe,John|123 Main St.
23456|Smith,Mary|456 Maple St.

Excel doesn't recognize a pipe as a normal delimiter. If you use a pipe (or some other delimiter), don't name your file with the .CSV or .XLS delimiters. Call it .TXT (or something else) instead. Then start up Excel and open the file from within Excel. A dialog will lead you through the process of identifying the delimiter and describing the format of each column.

Normally we'll avoid using pipes or other non-standard delimiters for this reason—it's extra work for the user. However, there is one situation in which you might want to do this. If you have fields that consist of digits with leading zeros, Excel will try to convert these to numbers and will drop the leading zeros. Opening the file and going through the delimiter/format dialog allows you to specify the column as type "text" and keep the leading zeros. This eliminates the #1 annoyance of using Excel with generated data files.

One good delimiter is the tab (ASCII character 9). With this delimiter, you don't need to quote the strings and Excel will open the file directly. The example might look like this if you open the file in a text editor:

Empl ID Name    Address
12345   Doe,John        123 Main St.
23456   Smith,Mary      456 Maple St.

Note that the columns might not "line up" consistently when viewed in a text editor. (Compare the alignment of the column headings with the data in this example.)

If you use tab characters as delimiters, be sure to name your file with a .XLS extension. This will cause the file to be opened directly by Excel when the user double-clicks on the file name, with no questions to the user.

To summarize:

  • If using comma delimiters,
    • Name the file .CSV
    • Quote strings containing commas
    • Open the file by double-clicking on it
  • If using tab delimiters,
    • Name the file .XLS
    • Don't quote strings
    • Open the file by double-clicking on it
  • If using other delimiters,
    • Name the file .TXT
    • Don't quote strings
    • Open the file from within Excel
    • Identify columns as "text" where appropriate

The information given here should give you enough to write the code needed to produce a simple Excel file. But there are at least four different ways of doing this. Some of these methods support cell formatting with colors, fonts, etc. (Neither the CSV format nor tab-delimited .XLS files provide this formatting.) Next week we'll continue this discussion with details on the various methods.

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SQRSQR lines, boxes and images 08-10-2014
SQRSQR one-point coordinate grid 08-09-2014
SQRSQR proportional fonts 08-08-2014
SQRSQR print positioning 08-07-2014
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SQRSQR variable names 07-02-2014
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PS HTML and server communication 05-05-2014
PS JavaScript in HTML areas 04-21-2014
PS Using HTML areas 04-18-2014
PS The HTML object 04-11-2014
PS Types of HTML areas 03-14-2014
SQREmbedded SELECTs in SQR 01-31-2014
PS Exporting all PeopleCode 11-30-2013
PS Disabling autocomplete 09-29-2013
SQRSP Debugger for SQR update 09-12-2013
General Stopping... and restarting 09-02-2013
SQRSQR debugger version 2 09-29-2010
SQRA few SQR items 05-20-2009
PS Ignoring "component changed" 05-07-2008
PS App Engine 04-30-2008
PS Commenting code 04-02-2008
PS The "Powered By" page 03-05-2008
PS Formats in PeopleCode vars 01-30-2008
PS Page layout with group boxes 01-09-2008
PS Meta-SQL wrappers 12-19-2007
PS Derived record PeopleCode 12-05-2007
PS A Cancel button 11-28-2007
General "Leading" the test effort 11-07-2007
SQRTemporary tables in SQR 10-31-2007
SQRUpdating long character data 10-24-2007
PS Record.Field specification 10-17-2007
PSSQRRELLANG.SQC 10-03-2007
PS Migrating project definitions 09-26-2007
PS Derived records 09-19-2007
PS Positioning elements on pages 08-29-2007
General Thanks 08-22-2007
SQRSQR "code alerts" 08-08-2007
PS Styles in HTML Areas 08-01-2007
SQRDynamic SQL for performance? 07-25-2007
PS Page Field Name 07-18-2007
PS PeopleCode event order 06-27-2007
SQRFormatting Excel using HTML 06-06-2007
Component-changed state 05-23-2007
PS Selecting styles for page fields05-16-2007
SQRSending email from SQR 05-02-2007
General Contractor networking 04-25-2007
PS Project X--and another project04-18-2007
PS Effective and data entry dates04-11-2007
PS A PeopleSoft home page 04-04-2007
PSSQRHyperion and the future of SQR03-21-2007
General The data doesn't lie 03-14-2007
PSSQRHyperion acquisition 03-07-2007
General Taking ownership 02-28-2007
PS Source control 02-21-2007
PS Sandboxes 02-14-2007
PS Migration instructions 02-07-2007
PS PeopleSoft environment usage 01-31-2007
PS Multiple environment strings 01-24-2007
PS Multiple testing environments 01-17-2007
PS PeopleSoft support environments 01-10-2007
General A single source of truth 01-03-2007
Nothing Smile 12-27-2006
PS Navigating the component buffer 12-20-2006
PS JavaScript and styles 12-13-2006
PS SQL for common HR queries 12-06-2006
SQRSQR program complexity 11-29-2006
SQRFrequent SQR questions 11-22-2006
PS Followup 11-15-2006
PS Expanding subrecords 11-08-2006
PS Bind variables 10-25-2006
PS Attaching objects to projects 10-18-2006
PS Partial transaction completion10-11-2006
PS The multi-process component 10-04-2006
PS Employee rows lost to security09-27-2006
SQRSQR document sections 09-20-2006
PS Empty-string compares in SQL 09-13-2006
SQRNulls, blanks, empty strings 09-06-2006
General Company policy 08-30-2006
PS Auto-lookup exclusion 08-23-2006
PS Effective status 08-16-2006
PS A couple of HRMS/HCM utilities08-02-2006
PS Translate value changes 07-26-2006
General Updating views 07-19-2006
General Set-based updates 07-12-2006
PS SQL set-based processing 07-05-2006
Being happy about bugs 06-28-2006
Busy in the PS marketplace 06-21-2006
General 2-way documentation 06-14-2006
PS Interfaces as views 06-07-2006
PS Hijacked fields 05-31-2006
General Agile software development 05-24-2006
General Working within Waterfall 05-17-2006
General Over the Waterfall 05-10-2006
PS Experimentation in PeopleSoft 05-03-2006
PS Unlimited enhancements? 04-26-2006
PS Testing direct DB updates 04-19-2006
SQRDelayed evaluation of SQL 04-12-2006
PS Database compares 04-05-2006
General Support problem? Call FBI! 03-29-2006
SQRFinding SQR errors 03-22-2006
PS Finding PeopleSoft Queries 03-15-2006
PS PeopleSoft Query support 03-08-2006
PS JOB table and SetIDs 03-01-2006
PS Migrating the project 02-22-2006
PS Compare and Report options 02-15-2006
PS Comparing and migrating projects 02-08-2006
PS Object security in App Designer 02-01-2006
PS Automation of App Designer 01-25-2006
General Contractors on PS projects 01-18-2006
General "Smart coding" 01-11-2006
SQRDebugger tricks 01-04-2006
PS EFFDT and component processing12-28-2005
PS Referential integrity 12-21-2005
PS Menu navigation using SQL 12-14-2005
SQRA coding standards wish list 12-07-2005
PS More App Designer options 11-30-2005
PS Pages in App Designer 11-23-2005
PS Finding objects on the menu 11-14-2005
PS Magic search record fields 10-31-2005
PS Documenting object attributes 10-24-2005
PS Monitoring server performance 10-17-2005
PS Searching PeopleCode 10-10-2005
PS Speeding up App Designer 10-03-2005
PS Using the message catalog 09-26-2005
PS Good ideas that sometimes aren't09-19-2005
PS And now Siebel 09-12-2005
SQRDate comparisons 09-05-2005
PSSQRFTP options 08-29-2005
PSSQRMoving code across environments08-22-2005
PS Spring cleaning 08-15-2005
SQRBuild your own SQR "IDE" 08-08-2005
PS Change control in App Designer08-01-2005
PS App Engine: disadvantages 07-25-2005
PS App Engine: advantages 07-18-2005
SQRCoding Excel file output 07-11-2005
General Creating Excel files 07-05-2005
PS Dave's next move 06-27-2005
SQRSQR variable oddities 06-20-2005
SQRSQR arrays 06-13-2005
SQRCompiling SQRs 06-06-2005
PS 5-character SETIDs 05-30-2005
PS Use all of the keys 05-23-2005
SQRDynamic SQL in SQR 05-16-2005
PS Running the in-place conv 05-09-2005
PS Searching for fields in DB 05-02-2005
PS Converting setup data 04-25-2005
PS Associating effective-dated tables 04-18-2005
PS Upgrading without an upgrade 04-04-2005
PS Scheduling patches 03-28-2005
PS To patch or not? 03-21-2005
PS Basic tools 03-14-2005
SQRWay back with sqrtools.com 03-07-2005
PS Meta-SQL 02-28-2005
PS Dropping the user index 02-21-2005
PS User indexes 02-14-2005
PS Page changes in App Designer 02-07-2005
General Generate SQL from SQL 01-31-2005
SQRSQR report viewer 01-24-2005
General Bug or enhancement? 01-17-2005
PSSQRTagging objects and code 01-10-2005
General Issue tracking 01-03-2005
PS PeopleSoft 10? 12-27-2004
PS Purging tables 12-20-2004
PS Acquisition 12-13-2004
PS Exporting PCode as text 12-06-2004
PS Simplify SQR code 11-29-2004
PS New site for SQR info 11-22-2004
PS Comparing objects 11-08-2004
PS Applying SQL-from-SQL 11-01-2004
General Generating SQL with SQL 10-25-2004
General Generating SQL 10-18-2004
PS Scrambling data 10-11-2004
PS What's going on with PS? 10-04-2004
SQRPrint positioning in SQR 09-27-2004
PS Oracle vs. PeopleSoft 09-13-2004
General Word, email, and lava lamps 09-06-2004
PS Custom run control: tips 08-30-2004
PS Custom run control: building 08-23-2004
PS PeopleCode, behind the scenes 08-16-2004
PS Language-specific pages 08-09-2004
SQRUsing substitution variables 08-02-2004
SQRSQR substitution variables 08-02-2004
PS HTML areas 07-19-2004
SQRRecursion in SQR 07-12-2004
SQRSQR code formatting 07-06-2004
SQRDebugger beta release 06-28-2004
PS Application Designer tidbits 06-27-2004
PS Configuration for custom SQR 06-14-2004
PSSQRModify or clone? 06-07-2004
PS Identifying custom objects 06-01-2004
PS EFFDT again 05-24-2004
General Change-only interface: impl 05-17-2004
General Change-only interface: concept05-10-2004
PS Cache troubles 05-03-2004
PS Component PeopleCode 04-25-2004
PS EFFDT and EFF_STATUS 04-18-2004
PS SETID in subselects 04-11-2004
PS Denormalized tables 04-04-2004
PS Documenting retired custom 03-28-2004
PS Sharing login IDs 03-21-2004
SQRGlobal and local SQR variables03-14-2004
SQRDISPLAY and MOVE 03-07-2004
PSSQRRun control in SQR 02-29-2004
SQRCommon sources of SQR bugs 02-22-2004
PS Implementation setup data 02-15-2004
PS Managing setup data 02-08-2004
PS Managing objects 02-01-2004
PS Make a home page 01-01-2004