Introduction

Formatted Reports allow users to enhance basic data reports with advanced formatting, dynamic features, and user interaction options using IronPython. By adding formatting and additional controls, Formatted Reports transform raw data into interactive and functional Excel reports that are easier to understand and use.

With Formatted Reports, users can apply customized data presentation in Excel, including detailed rules for how data is displayed, managed, and updated. These features allow users to control which parts of the report are editable and determine how user entries are returned to Quintessence using the callback feature. For example, callbacks enable data uploads from user inputs to the Quintessence database or trigger specific tasks, such as scheduled processes, based on user interactions.

Key capabilities of Formatted Reports include:

• Formatting raw data in order to make it presentable to users
• Allowing users to upload data back into Quintessence
• Implementing data validation to ensure accurate data entry
• Setting formulas for dynamic updates as users input data

Feature Breakdown

The features of Formatted Reports include the following sections, each detailing how to maximize report functionality

Formatting Options

Control cell formatting for better readability and organization.
Apply conditional formatting based on data conditions.

Callback Functionality

Configure callbacks to upload user-entered data to the Quintessence database.
Initiate scheduled processes or datafeed updates based on user actions in the report.

Data Validation

Set data entry constraints to minimize user input errors.
Guide user input by providing dropdown options or limiting entries to specific ranges.

Formulas and Calculations

Pre-set formulas that update dynamically as data changes.
Automate calculations across cells to reduce manual effort.

User Access Control

Lock and unlock specific cells to control edit permissions.
Define sections where data can be safely modified by users.

Layouts

Combine multiple formatted reports into a unified, comprehensive report.
This flexible layout functionality allows each section of the larger report to adjust dynamically, adapting to any changes in individual parts while maintaining a cohesive structure.

Each section provides tools for creating powerful, user-friendly reports that enhance data presentation, enable structured data input, and support seamless data integration with Quintessence.