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Excel Connector Tips & TricksLearn how to enable Macros | Download Excel SmartConnector

Recommendation Description Example
Report Title 1 needs to be short and concise

Report Title 1(RT1) needs to be short and concise. This ensures that the complete report title is displayed on the smaller mobile screen. If RT1 is longer, then the report name will just have first few characters and the remaining name will be displayed in dots (.......)

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Report Title 2 needs to be short and concise

Report Title 2(RT2) needs to be short and concise as well. The combination of RT1 and RT2 makes a report unique.

RT2 and RT3 (below) scroll together one after the other on the report.

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Report Title 3 can be descriptive. Make it relevant to the report

Report Title 3(RT3) can be descriptive but preferably used for the date and time for the report.

RT2 and RT3 scroll together one after the other on the report.

 

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Column Headers

Keep column header short to ensure the entire column header is displayed on the phone app. Longer column headers will display partially followed by dots (...)

 

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Thousand Separator

If you are using numbers or data values in your report separated by a thousand separator say comma (E.g. 70,895), identify this special character (comma) as a thousand separator in the 'Thousand Separator' cell as shown in the image. Failure to do so results in any data value with this thousand separator (comma) to be considered as a string and the chart will be plotted to 0 for this value.

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Decimal Symbol

Decimal symbol that you are using in your report also needs to be identified in the 'Decimal Symbol' cell just like the Thousand Separator was identified.

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Send To

Enter email addresses of end users who will receive and view reports on their SmartGlance app.

Multiple email addresses can be entered as comma or semi-colon separated.

If any user already receiving a report is now part of a different group or has been terminated and does not need to look at the report - remove his email address from 'Send To' box and resend the report, the report will be wiped out from the deleted user's account. If you are using SmartGlance group template to create a group of users, enter the group name in place of email addresses in this field.

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Reports iButton Text

This field represents additional information about the report. All texts or URLs entered in this field will be displayed on the parent iButton (iButton column header).

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Tags in first column

All the tag names in the 1st column need to be short and concise to make sure that it is displayed completely within the rows or columns

Use abbreviations for longer words when possible.

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Using smaller numbers

Abbreviate large data values with decimals. Helps to scroll through reports faster. Also make the data more readable. (E.g. Show 1,234,567 as 1,234.567 or 1.234567  with a note in iButton as "Value in millions or thousands")

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Avoid using Currency
symbols

Using currency symbols or other special characters other comma, decimal within the data will not plot the chart so avoid using them unless needed.

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iButton

The iButton is one of the most important feature in SmartGlance and can be tailored to your needs.
Alerts/ Alarms: The user may configure the iButton in different colors representing different Alerts or Alarms (only for Real Time reports).

Phone Number: The user may add a phone number to directly contact a person when something gets critical.

E-mail: The user may add an email ID within iButton. Send an e-mail without exiting the report.

Friendly URL: The user may also add a URL to open a particular Web site or to print to a schematic diagram PDF, 3rd party application.

Adding basic Excel Formulas: The user may add the basic Excel formulas within the iButton such as Sum, Max, Min etc. It can be clubbed with the other information in the iButton.

Drill Down to dependent Reports: Setup friendly URLs to jump to dependent reports.