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Form-like Dashboard Element

We have created a dashboard for one of our clients and would like to add a element in the dashboard so that users can enter request for improvement or report issues. Essentially I would like a form-like dashboard element that feeds the data into Excel. Is this possible?

3 Replies
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Re: Form-like Dashboard Element

You can try with INPUTFIELD function to enter the data.

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Re: Form-like Dashboard Element

Thank you! That is what I was thinking - I was just wondering what the best way would be to have it sent to Excel.

New Contributor III

Re: Form-like Dashboard Element

I found that macros are a good solution to this. I have been working on something similar.

Create Input boxes that stores the inputs are variables.

Create a chart that takes the variables as expressions and puts it in one row. (For this example i will call the ObjectID for the chart CH01)

Add a button that runs the macro below

The following macro will take the data in the chart and append it to a csv file.

Sub ExportFile

  set obj = ActiveDocument.GetSheetObject("CH01")

  obj.Export ("C:\Users\TEMP\request.csv"), "," , , TRUE

End Sub

The following sets obj as the chart

set obj = ActiveDocument.GetSheetObject("CH01")

The following will append to that file

obj.Export ("C:\request.csv"), "," , , TRUE

You can than open it with excel to see the results.

Check out the attached qvw file. You can change the file location in the macro.

Hope this helps!