Common

Export Excel Files

Export files generated by the Excel Export Adaptor have the following format:

  • Row 1 – Technical column name

  • Row 2 – Friendly column name put through Stewardship Tier translation

  • Row 3 – n: Data

To use the Excel Import Adapter to export an Excel file:

  1. Select Toolkit > Excel in Navigation pane.

    NOTE: If no records exist, the page displays in add mode. Otherwise, click Add on the Page toolbar.

    View the field descriptions for the Toolkit: Excel page

  2.   Enter the table name to export in theEXCEL EXPORT TABLE NAMEfield.

  3. Click Save; Vertical View displays.

    View the field descriptions for the Toolkit: Excel page

  4. Enter a table name of the calling component's database into which exports from the Excel file are processed in Excel Export Table Name field.
  5. Enter a location (name and path on application server) of the Excel file to create in Excel Export File Name field.
  6. Click Excel Include Data In Export check box to enable it, including data from the Excel Export Table Name in the created Excel file. If disabled, the generated Excel file only contains column names.
  7. Enter a name of the worksheet to create in the generated Excel file in Excel Export Sheet Name field.
  8. Enter a comma-separated list of field to include/exclude from the Excel Export Table Name when generating the export Excel file in Excel Export Field List field.
  9. Enter Include or Exclude in Excel Export Field List Option field to determine whether the Excel Export Field List includes a list of columns from the Excel Export Table Name to include in the export list or a list of columns to exclude.
  10. Enter an order by clause in Excel Export Order By field to apply to exported data.
  11. Select a data source from Excel Export Data Source ID list box if Excel writes to a Data Source other than current Data Source. The default is to write to the same Data Source.
  12. Click Excel Export Create Directory check box to enable it, creating the output directory.
  13. Click Save on Page toolbar.
  14. Click Export To Excel to generate the Excel file; a confirmation message.
  15. Click Ok.
  16. Click Excel File to download the file to export.