Export Data
From TrueERP wiki
Revision as of 14:47, 8 January 2013 by Simon Clive (Talk | contribs)
Overview
ERP allows the export of data into a comma-seperated values (csv) file which can be edited in 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 from the Top Toolbar at left of screen
- From the drop-down select Export and the Export Data
- Select the Data Table you wish to export
- ERP 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 the Export button.
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.
