Select specific fields that you want to include in the Excel Report (to overcome the Excel Limitation of 230 columns)
Previously, all of the Event Forms Fields in an Event Form would appear in the Excel output when creating an Excel report. However, if there were a lot of fields in the Event Form, Excel would cut off the columns at 230 columns and important fields could be missing
If you had a lot of fields in an Event Form, or if they were selection fields with scores associated with them, you couldn't use all of your fields in the Excel report because Excel would cut off after about 230 columns. If you had more fields than 230 fields (inlcuding the scores for the fields) only the first 230 would appear.
Now you can select the specific Fields from an Event Form that you want to include in the Excel Report. It is CRITICAL that you choose all of the Event Forms first before you start de/selecting fields
To work around the Excel column limitation you can now choose the fields that you want to use from the Event Forms. Often you won't need all of the fields from a form, you just need the numeric fields or the calculations from a form. Before you select the fields to include, you MUST have all of the Event Forms showing in your Event Forms List. You can see here that 4 Event Forms are going to be used in this Excel Report.
You MUST choose all of the Event Forms for the Excel Report BEFORE you start de/selecting the fields
If you want to include more than one Event Form in the Excel Report you MUST have the full list of all of the Event Forms showing BEFORE you start to de/select the fields.
WARNING: If you add in an Event Form and then set up the field selection for that Form and then add in another Event Form, the previously selected field selections will be WIPED.
-First, you must set up all of the Event Forms that you want to use.
-Then, you can safely select/deselect the correct fields from each form.
Do NOT SELECT THE FIELDS AND THEN ADD IN A NEW EVENT FORM (OR DELETE AN EVENT FORM) OR THE FIELD SELECTIONS WILL BE WIPED FOR ALL EVENT FORMS IN THAT REPORT.
To de/select the fields click on the "14 Selected Fields" link directly underneath the Event Form Name
A list of fields from that form will appear. Select the Fields by placing a tick in the fields that you require, or untick the fields you do not require.
You can see that for the Free text note and duration Event Form, only 9 of the possible 14 fields have been selected
Next, we will reduce the number of fields selected for the Ankle Exam. Click on the 160 fields selected
For this example we will remove all of the comments fields. Type in "comment" into the search box. Then tick the Select All to clear all of the ticks. Now clear the search box
Some Event Forms are set up with recurring field names or field types that you may not want to include in the Excel Report. To quickly select or deselect fields with a similar field name you can use the search box to show specific field names. For this example we will remove all of the fields that have the word "comment" in the name.
1: Type in "comment" into the search box (only the fields that have comment in the field name will appear)
2: Make sure all of the comments fields are deselected by ticking the "Select All" button
3: Delete the word comments from the search box to see all of the fields again (as shown in the image in the step below).
4: Quickly look through the fields to see that only the correct ones are ticked (as shown in the image in the step below).
Once the search box is cleared, you will be able to see which fields are ticked and which are not. Click Done when you have selected the correct fields.
Now only 104 fields show as selected fields to be included in the Excel Report (instead of the original 160)
When you run the Report Template and the Actual Report you will see that the fields that you have DESELECTED do not appear in the Excel Output
The spreadsheet at the top of the image is the original output where all fields used to be included in the Excel output
The spreadsheet at the bottom of the image shows that only the previously selected fields appear in the output. You can see that all of the comments fields from the Ankle Assessment that were deselected (in the steps above) do not appear in the new Excel output.
You will be able to click on each Event Form's "Selected fields" link. This will appear underneath each Event Form in any Excel Report you have created.
Run the report again and check that all of the field links are still retained (they should be as long as you referenced field names and not cells in your tables and graphs)
Check the entire report. If you build in new pivot tables or change it in any way reupload this new template
If you have updated the Excel Report Template, upload the new template, test it and save it. When you have no further changes click Save Report
If you have any questions do not hesitate to ask