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Starting Situation

  • Instead of having the plain old text in Report files, users can automatically design the Excel reports by using the Import Excel Module.
  • Users can organize all the data in rows and columns, with the selective choice of colors, PivotTable, and Charts can design the sheet for better visualization. PowerShell Excel module lets you create Excel pivot tables and charts from the raw data.

Use Cases

The PowerShell CLI is used by jobs to create reports. Two modules are applied for this purpose:

  • the JobScheduler PowerShell Module
  • a reporting PowerShell Module. This example makes use of the ImportExcel PowerShell Module that can be used to create Excel® reports on Windows and Linux.

Find a sample report: jobscheduler_designed_report.xlsx

cmdlets




Cmdlets for ReportDesign 
$data = Get-JSTaskHistory -Timezone (Get-Timezone ) `
                  |  Select-Object -Property @{name="JobScheduler ID"; expression={$_.jobschedulerId}}, `
                                             @{name="Task ID"; expression={$_.taskId}}, `
                                             @{name="Job"; expression={$_.job}}, `
                                             @{name="Status"; expression={$_.state._text}}, `
                                             @{name="Start Time"; expression={ Get-Date $_.startTime }}, `
                                             @{name="End Time"; expression={ Get-Date $_.endTime }}, `
                                             @{name="Duration (sec.)"; expression={ (New-Timespan -Start "$($_.startTime)" -End "$($_.endTime)").Seconds }}, `
                                             @{name="Criticality"; expression={$_.criticality}}, `
                                             @{name="Exit Code"; expression={$_.exitCode}}
$xlfile = "$env:tmp\TaskHistory.xlsx"
Remove-Item $xlfile -ErrorAction SilentlyContinue
$WorkSheetName = "TaskHistory"
$excel = $data | Export-Excel $xlfile -ClearSheet -PassThru -AutoSize -AutoFilter -ConditionalText $(  New-ConditionalText successful white green
        New-ConditionalText failed white Red
        New-ConditionalText Incomplete black orange) -WorksheetName $WorkSheetName -IncludePivotTable  -PivotRows "Job" -PivotColumn "Status" -PivotData @{"status"="count"} `
       -IncludePivotChart -ChartType  ColumnClustered3D

$pivotTableParams = @{
      PivotTableName  = "ByJob"
      Address         = $excel.$WorkSheetName.cells["K1"]
      SourceWorkSheet = $excel.$WorkSheetName
      PivotRows       = @("JobScheduler ID", "Job", "Status")
      PivotData       = @{'Status' = 'count'}
      PivotTableStyle = 'Medium6'
}

$pt = Add-PivotTable @pivotTableParams -PassThru
$pt.RowHeaderCaption = "By " + ($pivotTableParams.PivotRows -join ",")
Close-ExcelPackage $excel -Show


Explanation: 

  • Line1: Create an object $data and the output of the Get-JSTaskHistory cmdlet in which a number of properties are selected and are specified for the sequence in which they should occur in the report are stored in an object.
  • Line11: Set the location where excell will be saved
  • Line13: Create a variable $WorkSheetName which is used to store the name of the worksheet.
  • Line14-16: creates a spreadsheet, and passes on the Excel Package object which provides the reference to the workbook and turns to the worksheets inside it.
    • $xlfile store the path of the file where the Sourcesheet created.
    • Using -ClearSheet to remove old data. If we are re-writing an existing sheet, and the new data doesn’t completely cover the old, we may be left with “ghost” data. To ensure this doesn’t happen, we can use the ‑ClearSheet option
      the parameter which removes the worksheet and any past data.
    • -PassThru returns the PivotTable so it can be customized.
    • -AutoSize the parameter allows us to resizes the columns of the spreadsheet to fit the data that is in it and to get the column-widths right
    • For adding the color to the conditional text  -ConditionalText is used. There are more types of conditional format are supported. Here we use conditional text for the job status color like (successful=green, Incomplete=range, Failed=Red)
    • -WorksheetName is used for naming the sheet. The default name is sheet1.
    • Check for inserting a pivot table, so if -InsertPivotChart is specified, it implies -InsertPivotTable. The -IncludePivotTable and -IncludePivotChart cmdlets generate the pivot table and chart. the parameter -ChartType lets you pick what type of chart you want, there are many to choose from Examples: Area, Line, Pie, ColumnClustered, ColumnStacked100, ColumnClustered3D, ColumnStacked1003D, BarClustered, BarOfPie, Doughnut, etc. 
    • The -PivotRows and -PivotData parameters describe how to tabulate the data.
  • Line20: PivotTableName parameter is used as the Name for the new PivotTable.
  • Line21: By default, a PivotTable will be created on its own sheet, but it can be created on an existing sheet. $excel.$WorkSheetName.cells["K1"] defines the cell place in the existing worksheet, where the pivot table will be created.
  • Line22:  $excel.$WorkSheetName refers to the Worksheet where the source data is found.
  • Line23: PivotRows parameter is used for Fields to set as rows in the PivotTable.
  • Line24: PivotData parameter contains a hash table in form "FieldName"="Function," where a function is one of Average, Count, CountNums, Max, Min, Product, None, StdDev, StdDevP, Sum, Var, VarP.
  • Line25: Apply a table style to the PivotTable. The PivotTableStyle “Medium6” is the default table style but there are plenty of others to choose from. Example: PivotTableStyles = None, Custom, Light1 to Light21, Medium1 to Medium28, Dark1 to Dark11".


Sample Report Sheet with colorful status:

  • Users can change the colors of text and background of cells according to their choice. The below example represents the status of Jobs with different colors using -ConditionalText parameter of the Import Excel module.

Sample Charts:

  • There is a sample PivotChart created by the use of parameter -ChartType ColumnClustered3D. The ColumnClustered3D ChartType is used here to show the number of status (successful, Incomplete, Failed, Planned) of Jobs. 


Sample PivotTable:

  • The sample PivotTable shows the RowHeaderCaption as "By JobScheduler ID, Job, Status" which is also present in PivotTable to represent the status of Jobs according to JobScheduler ID. You can adjust the style of the table by the parameter 

    PivotTableStyle. Users can also change the view like expand and collapse the view of the table.



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