Difference between revisions of "18 Exporting Lists"
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Simon Clive (Talk | contribs) |
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| − | '''Exporting Lists''' | + | '''Exporting Lists''' |
Can you export a list or report using the '''Export '''button and create a spreadsheet with it? | 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.''' | *When the list has been customised to display the desired information click on the '''Export Button.''' | ||
| − | Type in a '''Name''' for the file <br> | + | |
| + | Type in a '''Name''' for the file <br> | ||
| + | |||
*Select from the '''Save as type''' drop down either '''Excel SYLK''' [.SLK] or '''Comma Delimited Text''' [*.CSV] or '''HTML''' [*.HTML] | *Select from the '''Save as type''' drop down either '''Excel SYLK''' [.SLK] 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. | *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. | '''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.''' | + | '''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 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 ''' | ||
| + | *Double click on the ERP data file which will open 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''' "''' to '''None'''. | |
| + | *Select '''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''' 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 | ||
| − | + | '''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. | |
| − | + | 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 | + | 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. | + | 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. | <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 | 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 | ||
Revision as of 10:01, 31 August 2011
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
- Select from the Save as type drop down either Excel SYLK [.SLK] or Comma Delimited Text [*.CSV] or HTML [*.HTML]
- Save to theDesktop where double clicking on the saved file will then open it in Excel with all the relevant information displayed.
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.
- SelectFile from the top menu bar then Export Data to open the Data Export/Import screen.
- Select the file to Export and by default it will be saved to you Desktop as a csv file.
- 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
- Double click on the ERP data file which will open 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 " to None.
- Select 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 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
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.
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
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
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
