[Agent.SqlAnalysis:]UPDATED

Adds an SQL Analysis tab to the XLSX output document.


Purpose

Adds an SQL Analysis tab to the XLSX output document. The query is executed via an Agent Connection.


Compatibility

The macro can be used in the highlighted input document types only. A greyed-out icon indicates not supported.


Usage

Does not work in Report Studio. Note that you need to enable XLSX output on the Schedule in order to generate the output file. Queries that contains the following commands (case-insensitive) are execute-restricted - in this case ask your Tenant Admin to make the Schedule admin-locked, and ensure an Admin has made the Connection accessible to you. The restricted commands are: ADD, ALTER, APPEND, BACKUP, CREATE, DELETE, DROP, EXEC, INSERT, TRUNCATE, and UPDATE.


Updates

v4.6One month ago · August 2026

A pivot table value field that cannot be understood is now reported as a warning rather than being ignored in silence. Reports still run and their output is unchanged; the macro is flagged with a warning naming the field, so a mistyped field can be seen rather than having to be noticed as a missing column.

History (2)
v4.5One month ago · August 2026

A pivot table field name that does not match any column in the data now produces a warning naming it and the available columns, instead of being silently ignored.

One year ago · February 2025

The analysis pivot table can now be customised (column, filter, row and value fields).


Parameters (30)
Mandatory (2)
Parameter TypePurpose Options Default
connectionString
StringThe SQL connection string (an SQL endpoint). N/A N/A
sql
StringThe SQL to execute. Queries that contains the following commands (case-insensitive) are execute-restricted - in this case ask your Tenant Admin to make the Schedule admin-locked, and ensure an Admin has made the Connection accessible to you. The restricted commands are: ADD, ALTER, APPEND, BACKUP, CREATE, DELETE, DROP, EXEC, INSERT, TRUNCATE, and UPDATE. N/A N/A
Behaviour (2)8 additional
Parameter TypePresencePurpose Options Default
removeNewlineCharacters
BooleanOptionalWhether to remove newline characters in the SQL before sending.
  • true
  • false
false
timeoutMs
Int32OptionalThe timeout in milliseconds.
  • From 1000 to 2147483647
60000
Additional (8)
Parameter TypePresencePurpose Options Default
desiredExecutionResult
List<ExecutionResult>OptionalIf specified, asserts the expected execution result of the macro. Accepts a single value or a semicolon-separated list of acceptable values (e.g. 'Success;Warning'). The macro executes normally; if the actual result matches any of the desired values, the result is converted to Success. If the actual result does not match, the result is converted to MacroError with a descriptive message. This is primarily used for testing and diagnostic purposes. Valid values are: 'Unknown', 'Success', 'MacroError', 'WorkerStopped', 'Running', 'Warning', 'NeverRun', 'Cancelled', 'Pending', 'Paused', 'SystemError', 'Deferred' and 'Stopped'.
  • Cancelled
  • Deferred
  • MacroError
  • NeverRun
  • Paused
  • Pending
  • Running
  • Stopped
  • Success
  • SystemError
  • Warning
  • WorkerStopped
N/A
errorOnOverflow
BooleanOptionalShould NCalc expression evaluation throw error on Overflow
  • true
  • false
true
expectedType
StringOptionalIf specified, asserts the expected output type of the macro result. The macro executes normally; if the actual type does not match, a macro error is generated. Requires 'storeAs', 'storeAsHidden', or 'storeFormattedValueAs' to be set for typed validation. Valid types include CLR names (e.g. Int32, Int64, Single, Double, Boolean, String, JArray, JObject) and C# keyword aliases (e.g. int, long, float, double, bool, string, uint, ulong, short, ushort, byte, sbyte, decimal, char, object). The special value 'Number' matches any numeric type. N/A N/A
expectedValue
StringOptionalIf specified, asserts the expected output value of the macro result. The macro executes normally; if the actual value does not match, a macro error is generated. When 'storeAs' or 'storeAsHidden' is set, the stored variable value is compared. Otherwise, the document output text is compared. N/A N/A
if
StringOptionalThe condition that must be true in order for the macro to be executed/evaluated. Must either evaluate to true or false, for example: "3+5=8" or "contains('abcd', 'z')". N/A true
mode
MacroModeOptionalThe mode in which variables are stored. In legacy mode (default for Schedules), the variable created is a string and formatted. In normal mode (default for Report Studio), the output variable is stored as a strongly-typed object, e.g. an Int32 or a JArray etc., rather than a formatted string.
  • Legacy
  • Normal
Legacy
obfuscation
ObfuscationTypeOptionalObfuscation type. Use obfuscation to write reports where sensitive data is hidden. When used, ReportMagic guarantees that the same input string will map to the same output string for the whole of the report (but the next time the report runs, it will most likely map to a different value). If you use obfuscation, the property in your macro will not show up and instead, you will see a fake item of the obfuscation type chosen.
  • None
  • UkTown
  • DeviceName
  • Company
  • IpAddress
  • PrivateIpAddress
None
warning
StringOptionalIf specified, adds a warning message for this macro. This is processed as an NCalc, and the warning message will ALWAYS be present and will be the value of the evaluated NCalc expression. N/A N/A
Chart (1)
Parameter TypePresencePurpose Options Default
addChart
BooleanOptionalWhether to add a chart to the Analytics worksheet.
  • true
  • false
false
Filtering & Sorting (2)
Parameter TypePresencePurpose Options Default
sql
StringMandatoryThe SQL to execute. Queries that contains the following commands (case-insensitive) are execute-restricted - in this case ask your Tenant Admin to make the Schedule admin-locked, and ensure an Admin has made the Connection accessible to you. The restricted commands are: ADD, ALTER, APPEND, BACKUP, CREATE, DELETE, DROP, EXEC, INSERT, TRUNCATE, and UPDATE. N/A N/A
pivotTableFilterFields
List<String>OptionalThe pivot table filter fields. In Excel's PivotTable Fields UI, these correspond to the items in the 'Filters' section. These should be from the header row e.g. from A^B^C;1^2^3;4^5^6, this may be A;B. N/A N/A
Output (1)2 additional
Parameter TypePresencePurpose Options Default
worksheetName
StringOptionalThe name to use for the analytics worksheet (which will contain the pivot table and chart). The data worksheet (which will contain the 'fact table') uses this name plus the suffix ' Data'. If a worksheet by this name already exists, the new name will have a number appended, e.g. Analytics1, Analytics2, etc. Excel does not allow blank names, names above 31 characters, and the following characters: :, /, \, ?, *, [, ]. N/A SQL Analytics
Additional (2)
Parameter TypePresencePurpose Options Default
failureText
StringOptionalThe text to display should the macro fail to execute. Note that a poorly-specified macro (e.g. omitting mandatory parameters) will still result in an error message. N/A N/A
failureVariable
StringOptionalThe name of a variable to create should the macro fail to execute. The variable will be a text variable, and will contain either the failure text (only if the failureText parameter is set), otherwise it will contain the exception / failure message. N/A N/A
General (8)2 additional
Parameter TypePresencePurpose Options Default
connectionString
StringMandatoryThe SQL connection string (an SQL endpoint). N/A N/A
addTitle
BooleanOptionalWhether to add a title to the Analytics worksheet.
  • true
  • false
false
columnGrandTotals
BooleanOptionalWhether to add column grand totals to the pivot table.
  • true
  • false
false
pivotTableColumnFields
List<String>OptionalThe pivot table column fields. In Excel's PivotTable Fields UI, these correspond to the items in the 'Columns' section. These should be from the header row e.g. from A^B^C;1^2^3;4^5^6, this may be A;B. N/A N/A
pivotTableRowFields
List<String>OptionalThe pivot table row fields. In Excel's PivotTable Fields UI, these correspond to the items in the 'Rows' section. These should be from the header row e.g. from A^B^C;1^2^3;4^5^6, this may be A;B. N/A N/A
pivotTableValueFields
List<String>OptionalThe pivot table value fields. In Excel's PivotTable Fields UI, these correspond to the items in the 'Values' section. For each column name, you can specify the aggregation to use via the ^ character e.g. column1^Sum. Omit this to use the default Count aggregation. Valid aggregation values are: 'Average', 'Count', 'CountNumbers', 'Max', 'Min', 'Product', 'StdDev', 'StdDevP', 'Sum', 'Var' or 'VarP'. For each column name, if and only if you have specified an aggregation, you can also specify the number format to use in the pivot table and chart. To do this, use an additional caret separator and specify the number format. For example: column1^Sum^0.00 would use 2 decimal places for the format. These should be from the header row e.g. from A^B^C;1^2^3;4^5^6, this may be B;C. N/A N/A
rowGrandTotals
BooleanOptionalWhether to add row grand totals to the pivot table.
  • true
  • false
false
serverType
ServerTypeOptionalThe type of server.
  • Mssql
  • None
  • Postgres
Mssql
Additional (2)
Parameter TypePresencePurpose Options Default
comment
StringOptionalAdd a comment to make your document template more readable. The comment is discarded in the output document. N/A N/A
connectionName
StringOptionalThe name of the Connection. N/A N/A
Deprecated (4)
Parameter TypePreferred ParameterPurpose Options Default
columnFields
List<String>pivotTableColumnFieldsThe pivot table column fields. In Excel's PivotTable Fields UI, these correspond to the items in the 'Columns' section. These should be from the header row e.g. from A^B^C;1^2^3;4^5^6, this may be A;B. N/A N/A
filterFields
List<String>pivotTableFilterFieldsThe pivot table filter fields. In Excel's PivotTable Fields UI, these correspond to the items in the 'Filters' section. These should be from the header row e.g. from A^B^C;1^2^3;4^5^6, this may be A;B. N/A N/A
rowFields
List<String>pivotTableRowFieldsThe pivot table row fields. In Excel's PivotTable Fields UI, these correspond to the items in the 'Rows' section. These should be from the header row e.g. from A^B^C;1^2^3;4^5^6, this may be A;B. N/A N/A
valueFields
List<String>pivotTableValueFieldsThe pivot table value fields. In Excel's PivotTable Fields UI, these correspond to the items in the 'Values' section. For each column name, you can specify the aggregation to use via the ^ character e.g. column1^Sum. Omit this to use the default Count aggregation. Valid aggregation values are: 'Average', 'Count', 'CountNumbers', 'Max', 'Min', 'Product', 'StdDev', 'StdDevP', 'Sum', 'Var' or 'VarP'. For each column name, if and only if you have specified an aggregation, you can also specify the number format to use in the pivot table and chart. To do this, use an additional caret separator and specify the number format. For example: column1^Sum^0.00 would use 2 decimal places for the format. These should be from the header row e.g. from A^B^C;1^2^3;4^5^6, this may be B;C. N/A N/A

Examples (1)

Example 1

Set a connection string, then use it in the macro:

[String:value="Username=XXXXXX;Password=XXXXXX;Host=XXXXXX.com;Database=XXXXXX", storeAsHidden=myconnection][Agent.SqlAnalysis: sql=`SELECT * FROM "People"`, worksheetName=worksheet1,connectionString={myconnection}]

Reconnection

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Reconnection

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