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Exporting Lists
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'''Exporting Lists'''
  
Can you export a list or report using the export button and create a spreadsheet with it?
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Can you export a list or report using the '''Export '''button and create a spreadsheet with it?  
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When the list has been customised to display the desired information click on the Export Button.
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Save to the Desktop - name the file eg Accounts List
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*When the list has been customised to display the desired information click on the '''Export Button.'''
- Save as type: Excel SYLK [.SLK]
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Type in a '''Name''' for the file <br>
- or Comma Delimited Text [*.CSV]
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*Select from the '''Save as type''' drop down either '''Excel SYLK''' [.SLK]&nbsp; or '''Comma Delimited Text''' [*.CSV] or '''HTML''' [*.HTML]  
- or HTML [*.HTML]
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*Save to the'''Desktop''' where double clicking on the saved file will then open it in '''Excel''' with all the relevant information displayed.
  
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'''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.
  
Double click on the saved file and the list will then open in Excel with all the relevant information displayed.  
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'''Exporting''' the list using the '''File menu.'''
  
Note: Exporting in this way is only for exporting information out of ERP to a spreadsheet. You will not be
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*Select'''File''' from the top menu bar then '''Export Data''' to open the '''Data Export/Import '''screen. <br>
able to import information back into ERP from this spreadsheet.
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*Select the file to '''Export''' and by default it will be saved to you '''Desktop''' as a csv file. <br>
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*Select the '''Export''' Button
  
Exporting the list using the file menu.
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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 the List for export
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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.
Select File from the top menu bar then export Data, (this brings up a list of Export Options)
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Choose the file to Export, then select the file folder button.
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Save to Desktop, name the file and it will be saved as a pdi file, then select Save
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Select the Export Button
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Open up Excel then go to File Open on Top Menu Bar and find the folder you have saved the ERP data file to
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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
(this could be your desktop)
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Change the file type to all files (this is required because ERP has it's own file extension, '*.pdi')
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Double click on the ERP data file
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This opens in Excel the Text import wizard. There are three steps to follow to open the data file correctly.
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Click Next
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<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.  
You need to change the Text Qualifier from (") to (None).
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Click Next
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All columns within the Data Preview need to be hightlighted. (The Process to do this is move the scroll
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bar all the way to the right, hold down the shift key then with the mouse, left click in the last column. When
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all columns within the data preview have been selected,  select text from the 'Column Data Format'.
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Click finish.
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The file will then open in Excel
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<br> If you use Open Office.orgCalc follow these instrustions:
Click on the very top left hand corner of the spreedsheet, which will hightlight the whole sheet, then double left
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mouse click between the first and second column which will automatically open up all columns to view the full
+
data within them
+
  
 +
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
  
Do be aware that to generate a data file to import into ERP requires specific field to be populated. If the generation of these
+
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
files are required, please contact an ERP representative or your ERP support personel.
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<br> Make any changes required then save the file: Select keep current format when message appears.
  
If you use Open Office.orgCalc follow these instrustions:
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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
 
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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
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all columns within the data preview have been selected. Choose Test from the Column type drop down menu.
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Click OK
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Make any changes required then save the file: Select keep current format when message appears.
+
 
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To import back into ERP, open ERP
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Select File then Import from the top menu bar
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Select the file name where the changes have been made.
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Double click on file
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Click import and the file with the changes will be imported into ERP
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Revision as of 17:33, 30 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 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.

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