Macros in Generated Output

You can configure CDM to generate output to Excel or PowerPoint that contains macros.

Required Permission

To work with macros, you should have the following permissions allowed:

• Application Permissions > Data Management > Manage Macros

• Report Permissions > Report Generation > Generate Report Containing Macros

Add a Macro

To add a macro that can be included with generated Excel or PowerPoint output, take the following steps:

1. In CDM, navigate to File > Administration > Resources > Macros. The Macros tab opens in the work area.
2. Click Home > Add > Add Macro.
3. Enter a name for the macro. The name must be unique and limited to 31 characters. It must begin with a letter and, except for underscores, contain no other non-alphanumerical characters.
4. Select if the target for the macro is Excel or PowerPoint output.
5. Specify a description for the macro if you want. A maximum of 256 characters is allowed.
6. Click OK.
7. Enter the macro content.
8. Click Save. The macro is added to the Macros table in the work area.

Edit a Macro

If necessary, you can edit the name or description of a macro for use in generating a report containing macros.

1. From the macro list in the work area, select the macro you want to edit.
2. Click Home > Edit.
3. Make your changes to the macro, then click Save.

Delete a Macro

1. From the macro list in the work area, select the macro you want to delete.
2. Click Home > Delete.
3. In the confirmation message that opens, click Yes. This permanently deletes the macro and removes it from list.

Generate Output with Macros

After setting up the macros, they can be added during generation to Excel or PowerPoint, under the Select Macros section. See Generation Options.

When generating a report, the all processes window differentiates a macro generation from a regular generation. If, at generation time, an empty macro is selected for insertion, a warning prompt is displayed when opening the generation from CDM (similar to refresh errors).

The generated report contains the selected macros in separate modules for each macro. The modules have the macros names from CDM.