MyWraps

MyWraps is the powerful ExcelWraps reporting system. It creates a filtered and sorted list of Wraps in the form of tables and charts. Developers can feed filtered and aggregated wrap data into other wraps using the MyWraps2 function. Administrators can manage wraps using a filtered list.

MyWraps displays cell values in selected Wraps as charts or tables. Reports can be filtered, sorted, and ordered to give you exactly the information you require. Aggregation functions allow you to perform calculations across the whole data set.

MyWraps reports and wrap data can be imported into Excel for advanced analysis.

MyWraps can be called from inside a wrap with the MyWraps2 function. This enables wraps to read also large amounts of data from other wraps, and to include wrap data in tabular format using the ShowTable function.

The fine granularity of the MyWraps filtering system makes it useful for Wrapsite administrators to perform some wrapsite maintenance from inside MyWraps, e.g. to print, recalculate, freeze, export, or delete wraps.

MyWraps help pages

These are the help pages that document the MyWraps reporting functionality:

  • Overview: how to use MyWraps interactively – An introduction to the MyWraps user interface. This describes how you create ad hoc reports or save a report link for reuse.
  • Overview: MyWraps links and their parameters – Each MyWraps report is essentially a link. You can save the link and use it to regenerate the report. The format of this link and its possible parameters are described.
  • Filter a list of wraps – There are many ways to filter a list of wraps, and a number of operators like “equal to” or “greater than” that you will find useful.
  • MyWraps data types – This contains a reference listing of all the data types and signature properties in MyWraps.
  • Report pagination and MaxRows – Reports can be paginated using the pageSize parameter. You can request only a single page using the page parameter. MyWraps reports are limited to 500 wraps by default, to ensure a reasonable response from the server. This limit may be increased or removed with the MaxRows parameter in the link to the report.
  • MyWraps Report Setup – Use the Setup button in MyWraps to define a report, its columns, and any appended wraps.
  • Add a MyWraps report to your Wrapsite – You can add a useful MyWraps report to your Wrapsite, making it easy for your users to use the report.
  • Actions for Administrators – Administrators can perform several administrative functions directly inside MyWraps, e.g. Print wraps to PDF, Recalculate wraps, Freeze wraps without signing them, Export wraps to a local file, and Delete wraps.
  • Use Excel to analyze wrap data – Importing wrap data into Excel makes it easier to analyze large amounts of data.
  • Use the MyWraps2 function to read wrap data into other wraps – Using the MyWraps2 function, you can request a single data extract containing all the data you need for a dashboard or a table inside another wrap.
  • Functions for developers – Two helpful Copy functions help you create MyWraps2 function calls and provide data for testing.
  • Track MyWraps in the Audit trail – all MyWraps requests can be logged in the Audit Trail.

Define a MyWraps report

MyWraps is located on a separate tab on the start page of your Wrapsite. Navigating to MyWraps will present a list of the Wraps that are available to you.

Screenshot of the MyWraps tab on the start page of a Wrapsite

Filter the list of wrap templates

This tab contains a list of your Wrap templates.

The Creator filter allows you to view only the Wraps that are created by Me (the logged-in user) or Any (created by anyone).

The State filter lets you select only the wraps that are Live or Frozen, awaiting a signature or signed by you.

You can also filter the list by entering any part of the Wrap’s name in the text box and press Filter.

Select the Wrap template

Click on the Wrap template you want a report from.

Screenshot of all instances of a Wrap in MyWraps

Access denied vs empty table

MyWraps operates under the ExcelWraps permissions model.

  • If your Roles don’t grant you at least read access to a Wrap, you won’t be able to view reports based on the Wrap either. In this case, you will get an Access Denied error when you try to open the Wrap in MyWraps.
  • If your Roles do grant you at least read access to a Wrap, but the Wrap does not belong to your Workgroup or a Workgroup trusted by your workgroup, the list of wraps may be empty.  This is because it is possible for individual wraps to be trusted to your workgroup, but at the moment there aren’t any.

Filter the list of wraps

Once you’ve selected the wraps to include in the source data, you can use column filtering and sorting to manipulate the report.

Screenshot of the dialog used to filter instances in MyWraps

Read more on how to Filter a list of wraps.

Toolbar

The buttons in the toolbar allow you to perform additional manipulations on the table:

  • Action = Brings up the list of actions that you can perform on the selected wraps. For more information, visit the MyWraps actions help page.
  • Filter = Brings up a list of filters that allow you to filter the wraps according to the filters for Creator and State described above. You can also isolate the wraps with the lowest and highest value for the AutoNumber, if any.
  • Download = Export the table to CSV or HTML. Read more on the help page about exporting wrap data to Excel.
  • View = From a tabular data view simply click the View button to visualize the data as a chart. Charts have interactive pinch-zoom controls and each data point is clickable to open the Wrap data source.

A Wrapsite administrator with the AdminTenant role can create custom reports for users using a few additional buttons that appear in the toolbar:

  • Setup = Define the fields in the wrap to be placed in the table columns. Read more on the Setup Report help page.
  • Aggregate = Prepares a column header with column aggregates like AVERAGE, COUNT, COUNTA, MAX, MIN, PRODUCT, STDEV, STDEVP, SUM, VAR, and VARP. These return the same result as if the corresponding function in Excel was applied over the same column of the filtered wraps.
  • Chart = Sets the options for the Chart view.
  • Chart Range = Defines the data series used in the chart.
  • Copy – This lets you copy the full report link and paste it into a MyWraps2() function call in WrapCreator. Example data is provided separately, for testing. Read more on the MyWraps functions for developers help page.

Action menu

The Action button in the MyWraps toolbar opens the Action dropdown menu that lets you perform actions on the selected wraps. Additional actions appear if you are a Wrapsite administrator. Some actions are deactivated until you select at least one wrap in the list.

For more information, visit the MyWraps actions help page.

MyWraps links and their parameters

The interactive part of MyWraps is essentially a link builder. Any MyWraps report can be saved as a single link that can be stored as a browser bookmark, added as a hyperlink on a webpage, or added to the main menu for the Wrapsite. Your Wrapsite even includes a MyWrapsGenerator Wrap that can be used to create most reports you need, in the form of MyWraps links.

Example MyWraps link

https://guide.live.excelwraps.com/MyWraps/WrapOne?Options.Creator=Any&Options.State=Live&Filter.yourname=Rachel

If we decompose a MyWraps link into its components, we find:

  • The link to the live or staged Wrapsite.
  • The path to /MyWraps/.
  • The name of the wrap template.
  • The filters Options.Creator and Options.State described above.
  • The column filter Filter.yourname sets a condition for the yourname field in the Wrap.

MyWraps link summary

This is an overview of all the possible parameters in a MyWraps link and their defaults.

Wrap (row) selection options

  • Options.Creator returns only the wraps you have created if you use Options.Creator=Me. The default is Any.
  • Options.State filters the wraps on their state, i.e. Live, Frozen, AwaitingSignature, or SignedByMe. The default is Any. Read more under Define a MyWraps report above.
  • Options.AutoNumberFilter lets you filter by AutoNumber to only include the First, Last, or LastFrozen records in the report. Example: “Options.AutoNumberFilter=Last”. In interactive reports, you can use the “Filter” popup form at the top of MyWraps.
  • Filter.<column>, e.g. Filter.yourname sets a condition for the yourname field in the Wrap. The condition is expressed as described in Filter a list of wraps, e.g. ne%280%29 means “not equal to zero” with %28 and %29 being percent-encoded left and right parentheses. You can use filters also on columns that are not in the report, e.g. Filter.yourname also if yourname is not a visible column (it is not included in Options.Columns, read more below).
  • Options.OpenMode allows MyWraps to create Wraplinks to the source wraps for the report in enhanced ways. Select one of the following:
    • Options.OpenMode=Automatic is the default choice and will recalculate all live instances. For most reports, we recommend that you use OpenMode=Fast instead.
    • Options.OpenMode=Fast opens the wraps requested for the report without recalculation which is faster and consumes less resources than a full open.
    • Options.OpenMode=PDF directly opens the most recent PDF file saved for a wrap. This option can only be used when you provide a unique key that matches exactly one wrap. If a PDF does not exist, ExcelWraps will automatically queue a background job to generate a PDF file for the wrap. To avoid creating a PDF file, use Options.OpenMode=CheckPDF instead.
  • Options.Aggregates=Days.sum. get a sum of the values in the Days column on an extra row in the report. There are many other aggregates like min, max, average, absmin, absmax, count, counta, countblank, stddev and rms. There is no point in aggregating a column that is not included in the report using Options.Columns (see below).

Cell (column) selection options

Each cell is referred to as <field>.<datatype>.<format>, e.g. partcost.double.f2.

  • If you don’t explicitly assign a data type to a field it is treated as a string value, e.g. left-aligned, read more in the help for data types.
  • The format specifier is only used for numeric values and defines how you want the value to be displayed in the report. For more information, study the Microsoft C# format specifiers. Examples:
    • f1 – fixed, one decimal
    • p1 – percent, one decimal

To use a different column header, i.e. have an alias name for a column, specify the field as <Column+header>(<fieldname>).<datatype>, e.g. Policy+Issue(Issue).string.

You can also use the cell coordinates from the source spreadsheet to reference a cell. The format for such a cell reference is [Column name](sheet[sheetno][cell coordinates]).datatype, e.g. Birthday(sheet2c3).date would refer to cell C3 in the second worksheet (regardless of its actual sheet name) with an alias column name of Birthday and a data type of Date. Note that the cell reference must be entirely in lowercase, e.g. “sheet2c3”.

  • Options.Columns lists the column in the order that you want them to appear in the report, using the format described above. Separate cell names with %2C which is a percentage-encoded comma.
  • Options.ColumnsEnum allows you to have the list of included cells generated automatically. Options.ColumnsEnum=Named includes all the named cells and Options.ColumnsEnum=Input includes all the input cells. These options make it easy to copy wraps using WrapStack. Options.ColumnsEnum overrides Options.Columns – if you enable ColumnsEnum then any cells which are individually requested with Options.Columns will be ignored.

Appearance options

  • Options.SortBy specifies the sort order for a tabular report. The format is <field>.<sortorder>, e.g. Days.Asc
  • Options.Description=Tasks+not+on+hold defines the description of the Mywraps report.
  • Options.Title=The+Title+goes+here sets the top heading for the report.
  • Options.MaxRows limits the number of Wraps in the report. Read more on the MaxRows help page.
  • pageSize=10 causes the report to show ten wraps per page. Read more on the help page about MyWraps pagination. MaxRows is still in effect.
  • page=2 includes only the second page of wraps in the report, beginning with wrap number pageSize+1. An incorrect page setting designating a non-existent page returns an empty report, read more on the help page about MyWraps pagination.

Chart options

  • Options.Series is a chart option that selects the data series to appear in the chart view of the report.
  • Options.Inverted is a chart option. If the Inverted setting is true it shows a chart rotated 90 degrees, e.g. a column chart becomes a bar chart.
  • Options.Stacked is a chart option. In a stacked column chart, data series are stacked one on top of the other in vertical columns. A stacked chart can show change over time because it’s easy to compare total column or bar lengths. They also allow for part-to-whole comparisons over time, or across categories.
  • Options.Cumulative is a chart option. By adding all of the data in each of your columns and then creating a chart from the totals of each column, you can generate a cumulative chart. Cumulative charts are useful for displaying the current totals of several different series of data in one comparative visual model.

Parameter order

MyWraps attempts to group the keyword parameters in the link in a particular order for clarity. This order is predefined and cannot be changed. Links that have the parameters in a different grouping or order will still work as expected, but if the report is edited in MyWraps, the parameters will be placed in the predefined order, regardless of what order they were in initially.

  1. Options.Appends
  2. Options.Columns
  3. Options.Aggregates
  4. Options.AggregatesOnly
  5. Options.SortBy
  6. Options.State
  7. Options.Creator
  8. Options.AutoNumberFilter
  9. Options.MaxRows

Request bespoke reports

The ExcelWraps Client Services team uses powerful database reporting tools to make any report no matter how complex. These reports can be made available through your Wrapsite. Don’t hesitate to contact Client Services if you need our help.

MyWraps settings

The pageSize setting for a Wrapsite, and the maximum value for it, are described on the MyWraps pagination help page.