Export Data - Revision history

Simon Clive at 00:30, 10 January 2013

2013-01-10T00:30:40Z

Simon Clive at 00:28, 10 January 2013

2013-01-10T00:28:29Z

Simon Clive at 06:30, 8 January 2013

2013-01-08T06:30:23Z

Simon Clive at 04:07, 8 January 2013

2013-01-08T04:07:13Z

Simon Clive at 03:47, 8 January 2013

2013-01-08T03:47:36Z

Simon Clive at 03:40, 8 January 2013

2013-01-08T03:40:44Z

Dene at 23:57, 8 May 2011

2011-05-08T23:57:04Z

Andrew at 00:15, 1 March 2011

2011-03-01T00:15:37Z

Andrew at 00:14, 1 March 2011

2011-03-01T00:14:29Z

Andrew at 00:13, 1 March 2011

2011-03-01T00:13:52Z

@@ Line 46: / Line 46: @@
 *All Columns within the '''Data Preview''' need to be '''highlighted'''. 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''' and then select '''Finish.'''
-*This will ensure your data has not been '''re-formatted''' and can be edited and Saved in csv format ready for import
+*This will ensure your data has not been '''re-formatted''' and can be edited and Saved in '''csv format''' ready for import
 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 a ERP representative or your ERP support personnel. <br>

@@ Line 35: / Line 35: @@
 ==== How to open a CSV file using Excel  ====
 '''NB.''' Excel by default changes long numbers such as barcodes into scientific notation, it drops leading zeros in a number making phone numbers incorrect and your barcodes unusable.
 Please always use the following steps to open ERP data files.
 *'''Open''' Excel/Open Office'''first.'''
 *In Excel go to '''File-Open''' and find the folder you have saved the ERP data file to
 *Change the file type to '''all files''' this is required because ERP uses the file extension,''''csv'.'''
 *Double click on the ERP data file to launch the '''Text Import Wizard.'''
 *Select '''Next'''
 *All Columns within the '''Data Preview''' need to be '''highlighted'''. 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''' and then select '''Finish.'''
-*This will ensure your data has not been '''re-formatted''' and will be ready for import
+*This will ensure your data has not been '''re-formatted''' and can be edited and Saved in csv format ready for import
 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 a ERP representative or your ERP support personnel. <br>

@@ Line 35: / Line 35: @@
 ==== How to open a CSV file using Excel  ====
-*'''Open Excel first'''
+'''NB.''' Excel by default changes long numbers such as barcodes into scientific notation, it drops leading zeros in a number making phone numbers incorrect and your barcodes unusable.
-*Go to '''File-Open''' 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, "csv")
-*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.
-'''Step 1''' - Click Next
+Please always use the following steps to open ERP data files.
-'''Step 2''' - You need to change the Text Qualifier from (“) to (None). Click Next.
+*'''Open''' Excel/Open Office'''first.'''
-'''Step 3''' - All Columns within the Data Preview need to be highlighted. 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 has been selected, '''select text from the ‘Column Data Format’'''. Click Finish.
+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 a ERP representative or your ERP support personnel. <br>
-−
-The data in the file can now be edited ready for importing back into ERP&nbsp;<br>

@@ Line 33: / Line 33: @@
 *Select the '''Export''' button.
-==== How to open a PDI file using MS Excel  ====
+==== How to open a CSV file using Excel  ====
- Caution - any variation to the following procedure is likely to cause data to be changed or
+*'''Open Excel first'''
- misinterpreted by Excel default settings making the file unusable.
+*Go to '''File-Open''' and find the folder you have saved the ERP data file to (this could be your desktop).
-*Open excel first
+'''Step 1''' - Click Next
-*Go to File-Open 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.
-*Step 1 - Click Next
-*Step 2 - You need to change the Text Qualifier from (“) to (None). Click Next.
-*Step 3 - All Columns within the Data Preview need to be highlighted. 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 has been selected, '''select text from the ‘Column Data Format’'''. Click Finish.
-The data in the file can now be edited and reimported.
+'''Step 2''' - You need to change the Text Qualifier from (“) to (None). Click Next.
- NB. The file will not import if it is still open in Excel. It must be saved and closed.
+'''Step 3''' - All Columns within the Data Preview need to be highlighted. 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 has been selected, '''select text from the ‘Column Data Format’'''. Click Finish.

@@ Line 27: / Line 27: @@
 ==== How To Export Data  ====
 *Select '''File''' from the '''Top Toolbar''' at left of screen <br>
 *From the drop-down select '''Export''' and the '''Export Data'''
 *Select the '''Data Table''' you wish to export
-*Select the yellow Folder Icon and specify a path and file name for the exported file
+*ERP&nbsp;will Export the file to your '''Desktop''' or select the '''Yellow Folder''' Icon and specify a path and file name for the exported file
-*Select Export button.
+*Select the '''Export''' button.
-*The requested data has now been exported.
 ==== How to open a PDI file using MS Excel  ====

@@ Line 23: / Line 23: @@
 == Overview  ==
-ERP allows the export of data into a tab delimited text file (.pdi). which can be edited in MS Excel, Open Office or text editors such as CSVED before reimporting. It is essential to remember however that any change if the format of the file is likely to stop the data from being imported
+ERP allows the export of data into a '''comma-seperated values (csv)''' file which can be edited in&nbsp; Excel, Open Office or text editors such as CSVED before reimporting. It is essential to remember however that any change to the format of the file is likely to stop the data from being imported
 ==== How To Export Data  ====
-*Select File in the top left corner of your screen
+*Select '''File''' from the '''Top Toolbar''' at left of screen <br>
-*Select Export<br>Select Export Data
+*From the drop-down select '''Export''' and the '''Export Data'''
-*Select the table you wish to export
+*Select the '''Data Table''' you wish to export
 *Select the yellow Folder Icon and specify a path and file name for the exported file
 *Select Export button.

@@ Line 1: / Line 1: @@
-<menu align="center" name="myMenu">
+<menu name="myMenu" align="center">
 More Detail=
 [[Access Levels|Access Levels]]
@@ Line 7: / Line 7: @@
 [[Discounts & Pricing|Discounts and Pricing]]
 [[Export Data|Export Data]]
 [[Filtering Lists|Filtering Lists]]
 [[Importing Data|Importing Data]]
@@ Line 19: / Line 18: @@
 [[Status and Type|Status and Type Screens]]
 [[Units of Measure|Units of Measure]]
 </menu>
-== Overview ==
+== Overview  ==
 ERP allows the export of data into a tab delimited text file (.pdi). which can be edited in MS Excel, Open Office or text editors such as CSVED before reimporting. It is essential to remember however that any change if the format of the file is likely to stop the data from being imported
-==== How To Export Data ====
+==== How To Export Data  ====
 *Select File in the top left corner of your screen
 *Select Export<br>Select Export Data
 *Select the table you wish to export
 *Select the yellow Folder Icon and specify a path and file name for the exported file
 *Select Export button.
 *The requested data has now been exported.

← Older revision		Revision as of 00:13, 1 March 2011
Line 22:		Line 22:

	== Overview ==		== Overview ==
		+
		+	ERP allows the export of data into a tab delimited text file (.pdi). which can be edited in MS Excel, Open Office or text editors such as CSVED before reimporting. It is essential to remember however that any change if the format of the file is likely to stop the data from being imported
		+
		+	==== How To Export Data ====
		+
		+	*Select File in the top left corner of your screen
		+	*Select Export<br>Select Export Data
		+	*Select the table you wish to export
		+	*Select the yellow Folder Icon and specify a path and file name for the exported file
		+	*Select Export button.
		+	*The requested data has now been exported.
		+
		+	==== How to open a PDI file using MS Excel ====
		+
		+	Caution - any variation to the following procedure is likely to cause data to be changed or misinterpreted by Excel default settings making the file unusable.
		+
		+	*Open excel first
		+	*Go to File-Open 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.
		+	*Step 1 - Click Next
		+	*Step 2 - You need to change the Text Qualifier from (“) to (None). Click Next.
		+	*Step 3 - All Columns within the Data Preview need to be highlighted. 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 has been selected, select text from the ‘Column Data Format’. Click Finish.
		+
		+	The data in the file can now be edited and reimported.
		+	NB. The file will not import if it is still open in Excel. It must be saved and closed.