Dashboard Export To Excel font

Epicor ERP 10
1

Can I change the font of my dashboard? Can I separately change the Export To Excel font?
As is, the dashboard exports with Arial 8. If I turn off UseAppStyling on the Grid and set the font, it now exports with Microsoft Sans Serif even though I set the font to Calibri 10. I would prefer to change the font and size on both the Dashboard grid and Export To Excel, but just the Export To Excel would be fine.

2

Do you need any of the other formatting from the Dashboard? If not select all, Copy Including Labels, and then Paste in Excel using text only option.

3

That wouldn’t be acceptable to the users. They would need it working via right-click Export To Excel.

4

I found a solution on the Infragistics site. I created an appearance to use on the cells and it worked.

	Infragistics.Win.Appearance transparentAppearace = args.Layout.Appearances.Add("Transparent");
	transparentAppearace.BackColor = System.Drawing.Color.FromArgb(255, 255, 255);
	transparentAppearace.ForeColor = System.Drawing.Color.FromArgb(0, 0, 0);
    transparentAppearace.FontData.Name = "Calibri";
    transparentAppearace.FontData.SizeInPoints = 10;
1 Like
5

Oh, I though you said you already set it to Calibri?

6

I did through the properties screen initially and it didn’t work. I had to set it in code for it to work.

1 Like
7

Wait until they don’t have to log into Epicor (well, the Client) and just update the spreadsheet via CData and REST. Excel runs the BAQ, it goes into a tab every time you click the Excel Refresh All button, it goes back out to Epicor, refills the sheet. All of your pivots/sub-totals are refreshes and all of the formatting stays the same. If you have REST enabled in 10.1.500, you should be able to do that but definitely in 10.1.600+

Mark W.

8

I have done a little testing with this, and I have always just entered my credentials for the REST authentication. Doesn’t seem like a good idea for a spreadsheet lots of people use. How do you handle this aspect? Is there a special Epicor account just for spreadsheets?

9

I believe that the credentials are not stored in the Excel file. If I remember correctly, the credentials are stored per computer/user combination. So if you send that Excel spreadsheet to someone else, they should have to enter their Epicor username and password. And I think the Organizational setting enables one to use federated security. But I’d have to check to make sure.

And it is possible to clear the credentials before sending it out. Maybe a worksheet save function would be a good place to clear the credentials via VBA if I were paranoid.

Mark W.

10

I can’t wait. Then I’ll be able to do what I did with OBDC connections way back in V8.
(well, almost could do)
:wink:

But one issue with “Copy All” then pasting to excel, if the dashboard field has tabs or CR’s embedded, it can throw off were the pasted data ends up.