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QuickBooks Online Integration
QuickBooks Online Integration Setup and Troubleshooting
QuickBooks Online (QBO) Integration Overview
Custom Fields and Forms
System Administration
Troubleshooting Checklist
Document Auto Number Format
Sale Shipment Records and Tracking Information Emails
Peripherals and Equipment Requirements
Navigation and Definitions
Logging In and Getting Started
Understanding Order Flow in Wheelhouse
Document Categories
Understanding People and Organizations in Wheelhouse
Admin List Views and Single Record Views
Left Menu Navigation
Advanced Search Techniques
User Administration
User Management: Adding, Editing, and Revoking Access
Defining or Adjusting Teams
User Profiles and Roles in Wheelhouse
Choosing a User Profile
Understanding Wheelhouse Login Types
Reports, Import, Exports, and Document Templates
Report Manager Guide
How to Modify Document Templates
Preparing Excel and Word Templates for Data Merge
Running Reports
Creating Reports on Quotes, Sales, and Outside Reps
Exporting to Excel
Quality Mangement
Adding QCIR Templates
QC Non Conformance Reports (NCRs)
Adding Quality Control Inspection Records (QCIR) in Shop Work
Order Management
Using Order Flags and the Flag First Configs Option
Order Management Guide
Creating customers, quotes and sales
Adding Dealer and Outside Rep Logins
Closing a Sale
External Agent Access Levels
Printing and Emailing Quotes and Sales
Production Routing and Tracking
Shop Work and QR Scanning
Merge Line Items at a Certain Step (Stash & Merge Functionality)
Bin Locations
Shop Work: Priority Flags and Fixed Position
Stopping Work Center or All Running Operations at the End of the Shift
Shop Work
Viewing/Adding/Resolving Work Order Issues
Production Scheduling
Job Manager Guide: Creating Jobs and Work Orders
Workflow Guide: Completing Work Order Operations
The Gantt View
Job Scheduler
Labor Routings
Production Definitions
External Connections - API
Items and Configurators
Product Configuration in Wheelhouse
Item Types
Build Types
Item Overrides: Name, Pricing, and Discounts
Public Item Selector AKA Public Display Categories
Deploying A Configurator to Another Environment
Item and BOM Import Action
Introduction to Kanban Inventory Management
Setting Up Inventory Replenishment and Purchasing
Inventory Hub Guide
Can I use Wheelhouse as my CRM?
Wheelhouse Change Log
Table of Contents
Dino Script® Language Reference
Appendix A: Trestle®/Dino Script® Integration
A: Returning JSON Data
A: Host and Target
A: Running SQL Queries
A: Table of Contents
A: Commands
A: Dynamic and DynamicProxy
A: Advanced Command Arguments
A: Introduction
A: Files
A: Direct Links - URLs and Downloads
A: NPOI and Excel, DocX and Word
A: Embedded Apps with MS Access Files
A: Command Arguments
Style Guidelines
Adding New Functionality with Dino Script XCommand™
Introduction
Dino Script™ Table of Contents
Operators
Concepts
Syntax
Expression Types
Keywords
Variables
Blocks and Scopes
Built-In Functions
Custom Functions (defs)
Anonymous Functions
Conditional Statements
The Context Object
FAQ
Dino Cookbook
Sandbox In-Depth
Functions as Delegates
Native Types
Aliasing
Other Dino Scripts
- All Categories
- Dino Script® Language Reference
- Appendix A: Trestle®/Dino Script® Integration
- A: NPOI and Excel, DocX and Word
A: NPOI and Excel, DocX and Word
Beyond simply using the host.excel() method, there are many ways to run queries or get lists of records and populate Excel files for download. The host.excel() method is great for a quick, single-she…
Beyond simply using the host.excel() method, there are many ways to run queries or get lists of records and populate Excel files for download.
The host.excel() method is great for a quick, single-sheet Excel workbook. However, if we need to create or populate more than one sheet, we must move on to some of the more specific commands for working with dynamic Excel workbooks.
One of the most useful advanced techniques is to return multiple result sets in a single query. Most databases allow multiple SELECT clauses separated by a statement terminator, usually a semicolon. These types of multi-result sets must be treated specially, however Trestle has a few built-in methods for simplifying their usage.
/**
Command function demonstrating multiple result sets to Excel sheets.
*/
def cmdDataSetToExcel() {
from Trestle.Data import DbFactory;
from Trestle.Reports import NpoiHelpers;
var query =
$$
SELECT
p.name, c.*
FROM
party p
INNER JOIN
customer c ON c.id = p.id;
SELECT
p1.name, p2.*
FROM
party p1
INNER JOIN
person p2 ON p2.id = p1.id;
$$;
var ds = DbFactory.GetDataSet(query, 'Customers', 'People');
var wb = NpoiHelpers.FromDataSet(ds, false, true);
ds.Dispose();
return wb;
}
/**
Command function demonstrating manually-created Excel sheets.
*/
def cmdMultipleSheetsFromQueries() {
from Trestle.Data import DbFactory as F;
from Trestle.Reports import NpoiHelpers as NH;
var q1 =
$$
SELECT
p.name, c.*
FROM
party p
INNER JOIN
customer c ON c.id = p.id;
$$;
var q2 =
$$
SELECT
p1.name, p2.*
FROM
party p1
INNER JOIN
person p2 ON p2.id = p1.id;
$$;
var customers = F.GetObjects(q1);
var people = F.GetObjects(q2);
var wb = NH.NewWorkbook();
NH.AddSheetFromProxies(wb, customers, 'Customers');
NH.AddSheetFromProxies(wb, people, 'People');
// Get rid of the unused first sheet
wb.RemoveSheetAt(0);
return wb;
}The cmdMultipleSheetsFromQueries command function also demonstrates the use of type import aliasing to avoid needing to type out full names. This is covered in Aliasing.
Advanced Excel Reports with Fields
We'll be expanding the documentation in this section soon. Please contact us if you have questions.
Using Excel as a Supplemental Data Store
We'll be expanding the documentation in this section soon. Please contact us if you have questions.
How did we do?
A: Direct Links - URLs and Downloads
A: Embedded Apps with MS Access Files