How Do I Use the Batch Select Wizard in Solo

When thinking about the Batch Select Wizard, remember this fact: The results returned by your Batch Select will determine the number of reports that are output.

What does this mean to you as a user?

  • If I want 20 reports, one for each of my 20 regions: then I want my Batch Select Wizard to return 20 results: one for each region.
  • If I want 300 reports, one for each of my 300 branches: then I want my Batch Select to return 300 results, one for each branch.

Now that you are considering the number of reports you want to output when creating your Batch Select in the Batch Select Wizard, we can start talking about how to user the Wizard.

Step 1: Connect to your Data

Make sure you connect to your desired Datasource. I will connect to the Windward demo MSSQL server:

Server: mssql.windward.net

Database: Northwind

Username: demo

Password: demo

Step 2: Open the Batch Select Wizard

Click on the “Batch Select” button under the “Windward Tools” ribbon and in the drop down that appears click “Wizard.”

You may be prompted to save your file before you can proceed.

Step 3: Select the Datasource for your batch select

Now it is time to specify which Datasource should be used for our Batch Select. Since I connected to a SQL database, I have the option of using my SQL database with either the standard Select Wizard which will allow me to select from tables and views or using the Stored Procedure Wizard which will allow me to select the result of a stored procedure. For my example I will use the Select Wizard.

Step 4: Build the query for your Batch Select

For my Batch Select I will select and drag a number of relevant columns from the Employee table under “Columns”. Using this select, I will expect to output one report for every employee returned by my select.

Click OK after finishing your select. Note that for my Batch Select I did not change the default “var.” This variable name can be used in the template to refer to the results of the batch select variable.

Step 5: Design your template around your Batch Select

When your template is run in the future, the template will be output once for each result returned by your Batch Select. Design your template around your Batch Select variable so that when your template is run, you receive a batch of reports, each report populated with data especially relevant to the result returned by your Batch Select for that output report.

For my template I ended up making a table where I will output every order associated with the current employee in the Batch Select. See below how we added a filter to our ForEach tag to only output orders for our current EmployeeID.

Step 6: Make a Schedule

Congratulations on developing your first Solo template! Now that you have developed your template, the next step is to make a schedule to output your template. For more help on creating a schedule, visit this article: How Do I Schedule Reports for Solo?

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