Excel Reporting

Background:
Our client needed a set of internal management reports produced for sales and accounting purposes from their Deltek Vision system. The reports had to be in Excel and be formatted to their specifications with regard to font, background colors and border styles.

Problem:
The reports aggregated data from disparate Vision modules. Due to the specific nature of the formatting and custom data sources required, the report writers in Vision were not a cost effective solution.

TnK Group's Solution:
TnK Group created a test environment in Vision to provide a baseline of the data to be evaluated. We then determined the existing values for the data points our client wished to report upon. Using SQL Trace, we found the location of each of the elements within the database and how they related to one another. We then created stored procedures to retrieve the data in the proper structure. These stored procedures were then called by a light weight Win Forms vb.net app that created the spreadsheets through Excel automation.