AX1074

Setting up file processing: Printing

Using file processing, you can print the current file. In most cases this would be used with multipass processing, so that you would print the file multiple times, using the data for each pass—for example, to print an income statement once for each region. However, you could also use the print option with non-multipass processing, simply to save your desired print view and preferred printer for convenience.

NOTE: File processing always performs a refresh of the file before performing the file processing action (in this case, printing). If you want to print the file without performing a refresh first, you must use regular printing features.

TIP: You can use print file processing in conjunction with batch reporting. For example, you can use batch to specify multiple files to process, and print them all at once by processing the batch.

To set up file processing to print the file:

  1. Open the file where you want to set up file processing, and enable it as follows: On the Axiom tab, in the File Output group, click File Processing > Add File Processing control sheet to active workbook.

    NOTE: In systems with installed products, this feature may be located on the Main tab (either directly on the tab, or on the Publish menu).

    The File Processing pane opens, and a sheet named Control_FileProcessing is added to the file.

  2. In the File Processing pane, for Processing Type, select Print.

  3. In the Print Views box, enter the name(s) of the print views to process. This setting also defines the sheets to process.

    Print views are specified using the following syntax: SheetName:ViewName. You can type the view names, or click the Select Print Views button to select print views from a list. Separate multiple view names with semicolons.

    You can specify multiple print views for a single sheet if applicable. If a sheet does not have any defined print views, select the Default view, which uses the native spreadsheet print settings. You can print any sheet except control sheets and hidden sheets.

  4. In the Printer box, enter the name of the printer to use, or leave this setting blank to use the default printer. Use the Select Printer button to select a printer other than the default printer.

  5. If you want to use multipass processing on the file, then complete the MultiPass Settings.

    For Source Column, click the column icon to select the source column for multipass processing. For example, if you select DEPT.VP as the source column, then the file will be processed once for each VP, and the data in the file will be automatically filtered to show only the data for that VP.

    To confirm that the file will be processed using your desired list of items, click Preview Multipass List. A dialog opens, displaying the total number of items to process, as well as the list of individual items.

    For more information on multipass processing, and for details on advanced settings, see Configuring multipass settings for file processing.

  6. When you are finished configuring the file processing settings, click Save to save the settings in the file.

Results

Users can now use File Output > File Processing to process the file. The following actions will occur:

  • When using Process File, the file will be refreshed "as is" and then printed using the specified print view(s) and printer.

  • When using Process File Multipass, the file will be refreshed using a multipass filter to limit the data to the current multipass item (for example, for the current VP if processing by DEPT.VP). This process will occur for each unique multipass item being processed, with a different multipass filter being applied for each pass. Each pass will be printed using the specified print view(s) and printer.

See also