18 Exporting Lists - Revision history

Simon Clive at 02:03, 31 August 2011

2011-08-31T02:03:12Z

Simon Clive at 02:02, 31 August 2011

2011-08-31T02:02:04Z

Simon Clive at 01:59, 31 August 2011

2011-08-31T01:59:43Z

Simon Clive at 01:57, 31 August 2011

2011-08-31T01:57:19Z

Simon Clive at 01:55, 31 August 2011

2011-08-31T01:55:18Z

Simon Clive at 01:34, 31 August 2011

2011-08-31T01:34:42Z

Simon Clive at 23:01, 30 August 2011

2011-08-30T23:01:16Z

Simon Clive at 06:33, 30 August 2011

2011-08-30T06:33:53Z

Simon Clive: Created page with "Exporting Lists Can you export a list or report using the export button and create a spreadsheet with it? When the list has been customised to display the desired information ..."

2011-06-27T05:47:54Z

Created page with "Exporting Lists Can you export a list or report using the export button and create a spreadsheet with it? When the list has been customised to display the desired information ..."

New page

Exporting Lists

Can you export a list or report using the export button and create a spreadsheet with it?

When the list has been customised to display the desired information click on the Export Button.

Save to the Desktop - name the file eg Accounts List
- Save as type: Excel SYLK [.SLK]
- or Comma Delimited Text [*.CSV]
- or HTML [*.HTML]

Double click on the saved file and the list will then open in Excel with all the relevant information displayed.

Note: Exporting in this way is only for exporting information out of ERP to a spreadsheet. You will not be
able to import information back into ERP from this spreadsheet.

Exporting the list using the file menu.

Select the List for export
Select File from the top menu bar then export Data, (this brings up a list of Export Options)
Choose the file to Export, then select the file folder button.
Save to Desktop, name the file and it will be saved as a pdi file, then select Save
Select the Export Button

Open up Excel then go to File Open on Top Menu Bar and find the folder you have saved the ERP data file to
(this could be your desktop)
Change the file type to all files (this is required because ERP has it's own file extension, '*.pdi')
Double click on the ERP data file
This opens in Excel the Text import wizard. There are three steps to follow to open the data file correctly.

Click Next
You need to change the Text Qualifier from (") to (None).
Click Next
All columns within the Data Preview need to be hightlighted. (The Process to do this is move the scroll
bar all the way to the right, hold down the shift key then with the mouse, left click in the last column. When
all columns within the data preview have been selected, select text from the 'Column Data Format'.
Click finish.

The file will then open in Excel
Click on the very top left hand corner of the spreedsheet, which will hightlight the whole sheet, then double left
mouse click between the first and second column which will automatically open up all columns to view the full
data within them

Do be aware that to generate a data file to import into ERP requires specific field to be populated. If the generation of these
files are required, please contact an ERP representative or your ERP support personel.

If you use Open Office.orgCalc follow these instrustions:

Select File from the top menu bar then export Data, (this brings up a list of Export Options)
Choose the file to Export, then select the file folder button.
Save to Desktop, name the file and it will be saved as a pdi file, then select Save
Select the Export Button

Open up Open Office.orgCalc - deminish so you can access the file saved on your desktop
Click on file then drag and drop file into open office.
All columns within the Data Preview need to be hightlighted. (The Process to do this is move the scroll
bar all the way to the right, hold down the shift key then with the mouse, left click in the last column. When
all columns within the data preview have been selected. Choose Test from the Column type drop down menu.
Click OK

Make any changes required then save the file: Select keep current format when message appears.

To import back into ERP, open ERP
Select File then Import from the top menu bar
Select the file name where the changes have been made.
Double click on file
Click import and the file with the changes will be imported into ERP

@@ Line 49: / Line 49: @@
 To '''Import''' back into '''ERP'''
-Select '''File''' then '''Import''' then '''Data''' from the top menu bar.
+*Select '''File''' then '''Import''' then '''Data''' from the top menu bar.
+*Select the '''File''' where the changes have been made and select '''Import''' and the file will be '''Imported''' into ERP
 Select the '''File''' where the changes have been made and select '''Import''' and the file will be '''Imported''' into ERP

@@ Line 37: / Line 37: @@
 *Select '''File''' from the top menu bar then '''Export Data''' which will open up the '''Data Export / Import''' screen.
-*Choose the file to '''Export''&nbsp;'''''<b><span style="font-weight: bold;" /></b>and select the '''File Folder''' button.<br>
+*Choose the file to '''Export''' and select the '''File Folder''' button
 *Type in the file name and it will be saved as a'''csv '''file on your '''Desktop '''then select'''Save '''
 *Select the '''Export Button '''

@@ Line 37: / Line 37: @@
 *Select '''File''' from the top menu bar then '''Export Data''' which will open up the '''Data Export / Import''' screen.
-*Choose the file to '''Export''&nbsp;'''''<b><span style="font-weight: bold;">Select the</span></b>'''<span style="font-weight: bold;"> </span>''''''<span style="font-weight: bold;">File</span Folder''' button.
+*Choose the file to '''Export''&nbsp;'''''<b><span style="font-weight: bold;" /></b>and select the '''File Folder''' button.<br>
-*Type in the file name and it will be saved as a'''csv '''file on your'''Desktop, '''then select'''Save '''
+*Type in the file name and it will be saved as a'''csv '''file on your '''Desktop '''then select'''Save '''
 *Select the '''Export Button '''
 *Open up '''Open Office.org Calc''' and then '''Minimise''' so you can access the file saved on your desktop

@@ Line 37: / Line 37: @@
 *Select '''File''' from the top menu bar then '''Export Data''' which will open up the '''Data Export / Import''' screen.
-*Choose the file to '''Export''&nbsp;'''''<b><span style="font-weight: bold;">Select File</span></b>''<span style="font-weight: bold;" />''<span style="font-weight: bold;"</span folder button.
+*Choose the file to '''Export''&nbsp;'''''<b><span style="font-weight: bold;">Select the</span></b>'''<span style="font-weight: bold;"> </span>''''''<span style="font-weight: bold;">File</span Folder''' button.
 *Type in the file name and it will be saved as a'''csv '''file on your'''Desktop, '''then select'''Save '''
 *Select the '''Export Button '''

@@ Line 14: / Line 14: @@
 '''Exporting''' the list using the '''File menu.'''
-*Select'''File''' from the top menu bar then '''Export Data''' to open the '''Data Export/Import '''screen. <br>
+*Select '''File''' from the top menu bar then '''Export Data''' to open the '''Data Export/Import '''screen. <br>
 *Select the file to '''Export''' and by default it will be saved to you '''Desktop''' as a csv file. <br>
 *Select the '''Export''' Button
@@ Line 36: / Line 36: @@
 If you use '''Open Office.org Calc''' follow these instrustions:
 *Select '''File''' from the top menu bar then '''Export Data''' which will open up the '''Data Export / Import''' screen.
-*Choose the file to '''Export'''&nbsp; then the '''Select''''''File''' folder button.
+*Choose the file to '''Export''&nbsp;'''''<b><span style="font-weight: bold;">Select File</span></b>''<span style="font-weight: bold;" />''<span style="font-weight: bold;"</span folder button.
 *Type in the file name and it will be saved as a'''csv '''file on your'''Desktop, '''then select'''Save '''
-*Select the'''Export Button '''
+*Select the '''Export Button '''
 *Open up '''Open Office.org Calc''' and then '''Minimise''' so you can access the file saved on your desktop
 *Click on the csv file then '''Drag and Drop''' it into open office and the '''Data Preview '''window will open.
 *All columns within the '''Data Preview''' need to be '''Hightlighted,''' to do this move the scroll bar all the way to the right, hold down the '''Shift''' key then '''Left''' click in the last column.
 *With all columns within the data preview selected choose '''Text''' from the '''Column type '''drop down menu and click '''OK'''
 *Make any changes required then '''Save''' the file and select '''Keep Current Format''' when message appears.
 To '''Import''' back into '''ERP'''
 Select '''File''' then '''Import''' then '''Data''' from the top menu bar.
 Select the '''File''' where the changes have been made and select '''Import''' and the file will be '''Imported''' into ERP

@@ Line 17: / Line 17: @@
 *Select the file to '''Export''' and by default it will be saved to you '''Desktop''' as a csv file. <br>
 *Select the '''Export''' Button
 *Open up '''Excel''' then go to '''File Open''' on the '''Top Menu Bar''' and find the folder on your desktop you have saved.
 *Change the file type to '''All Files&nbsp; '''
 *Double click on the ERP data file which will open the '''Text Import Wizard. '''
@@ Line 27: / Line 27: @@
 *When all columns within the '''Data Preview''' have been selected, select text from the '''Column Data Format''' and select '''Finish'''.
 The file will then open in '''Excel'''
 *'''Click''' on the very top left hand corner of the spreedsheet, which will '''Hightlight''' the whole sheet.
 *'''Double Left''' mouse click between the first and second column which will automatically open up all columns to view the full data within them
@@ Line 36: / Line 36: @@
 If you use '''Open Office.org Calc''' follow these instrustions:
-Select File from the top menu bar then export Data, (this brings up a list of Export Options) Choose the file to Export, then select the file folder button. Save to Desktop, name the file and it will be saved as a csv file, then select Save Select the Export Button
+*Select '''File''' from the top menu bar then '''Export Data''' which will open up the '''Data Export / Import''' screen.
-Open up Open Office.org Calc - deminish so you can access the file saved on your desktop Click on file then drag and drop file into open office. All columns within the Data Preview need to be hightlighted. (The Process to do this is move the scroll bar all the way to the right, hold down the shift key then with the mouse, left click in the last column. When all columns within the data preview have been selected. Choose Test from the Column type drop down menu. Click OK
+To '''Import''' back into '''ERP'''
-<br> Make any changes required then save the file: Select keep current format when message appears.
+Select '''File''' then '''Import''' then '''Data''' from the top menu bar.
-To import back into ERP, open ERP Select File then Import from the top menu bar Select the file name where the changes have been made. Double click on file Click import and the file with the changes will be imported into ERP
+Select the '''File''' where the changes have been made and select '''Import''' and the file will be '''Imported''' into ERP

@@ Line 1: / Line 1: @@
 '''Exporting Lists'''
 Can you export a list or report using the '''Export '''button and create a spreadsheet with it?
 *When the list has been customised to display the desired information click on the '''Export Button.'''
 Type in a '''Name''' for the file <br>
 *Select from the '''Save as type''' drop down either '''Excel SYLK''' [.SLK]&nbsp; or '''Comma Delimited Text''' [*.CSV] or '''HTML''' [*.HTML]
 *Save to the'''Desktop''' where double clicking on the saved file will then open it in '''Excel''' with all the relevant information displayed.
@@ Line 10: / Line 12: @@
 '''N.B.''' '''Exporting''' in this way is only for exporting information out of ERP to a spreadsheet. You will '''Not''' be able to '''Import '''information back into ERP from this spreadsheet.
 '''Exporting''' the list using the '''File menu.'''
-*Select'''File''' from the top menu bar then '''Export Data''' to open the '''Data Export/Import '''screen. <br>
+There are '''Three Steps''' to follow to open the data file correctly.
-*Select the file to '''Export''' and by default it will be saved to you '''Desktop''' as a csv file. <br>
-*Select the '''Export''' Button
-Open up Excel then go to File Open on Top Menu Bar and find the folder on your desktop you have saved the ERP data file to. Change the file type to all files (this is required because ERP has it's own file extension, '*.pdi') Double click on the ERP data file This opens in Excel the Text import wizard. There are three steps to follow to open the data file correctly.
+*Select '''Next''' You need to change the '''Text Qualifier''' from'''&nbsp; "'''&nbsp; to&nbsp; '''None'''.
-Click Next You need to change the Text Qualifier from (") to (None). Click Next All columns within the Data Preview need to be hightlighted. (The Process to do this is move the scroll bar all the way to the right, hold down the shift key then with the mouse, left click in the last column. When all columns within the data preview have been selected, select text from the 'Column Data Format'. Click finish.
+The file will then open in '''Excel'''
-The file will then open in Excel Click on the very top left hand corner of the spreedsheet, which will hightlight the whole sheet, then double left mouse click between the first and second column which will automatically open up all columns to view the full data within them
+*'''Click''' on the very top left hand corner of the spreedsheet, which will '''Hightlight''' the whole sheet.
-<br> Do be aware that to generate a data file to import into ERP requires specific field to be populated. If the generation of these files are required, please contact an ERP representative or your ERP support personel.
+'''N.B.''' Do be aware that to generate a data file to import into ERP requires specific fields to be populated. If the generation of these files are required, please contact an ERP representative or your ERP support personel.
-<br> If you use Open Office.orgCalc follow these instrustions:
+If you use '''Open Office.org Calc''' follow these instrustions:
-Select File from the top menu bar then export Data, (this brings up a list of Export Options) Choose the file to Export, then select the file folder button. Save to Desktop, name the file and it will be saved as a pdi file, then select Save Select the Export Button
+Select File from the top menu bar then export Data, (this brings up a list of Export Options) Choose the file to Export, then select the file folder button. Save to Desktop, name the file and it will be saved as a csv file, then select Save Select the Export Button
-Open up Open Office.orgCalc - deminish so you can access the file saved on your desktop Click on file then drag and drop file into open office. All columns within the Data Preview need to be hightlighted. (The Process to do this is move the scroll bar all the way to the right, hold down the shift key then with the mouse, left click in the last column. When all columns within the data preview have been selected. Choose Test from the Column type drop down menu. Click OK
+Open up Open Office.org Calc - deminish so you can access the file saved on your desktop Click on file then drag and drop file into open office. All columns within the Data Preview need to be hightlighted. (The Process to do this is move the scroll bar all the way to the right, hold down the shift key then with the mouse, left click in the last column. When all columns within the data preview have been selected. Choose Test from the Column type drop down menu. Click OK
 <br> Make any changes required then save the file: Select keep current format when message appears.
 To import back into ERP, open ERP Select File then Import from the top menu bar Select the file name where the changes have been made. Double click on file Click import and the file with the changes will be imported into ERP