Difference between revisions of "Exporting List View Results to Microsoft Excel"

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<!--{{ExportListViewPage}}
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<!--Support Tickets that pertain to exporting list views to Excel:
 
 
# The first step will be to
 
 
 
 
 
 
 
* This will make the Export button visible at the top of your list view.
 
 
 
# The next step will be to tell the system where in the resultant Excel file to position your results.
 
 
 
{{MSExcelSettings}}
 
 
 
* The default setting
 
 
 
- adding Excel file to [[SmartFolders]]
 
 
 
 
 
{{MSExcelSettings}}
 
{{MSWordSettings}}
 
{{SelectAFile}}
 
{{SmartFolders}}
 
 
 
 
 
 
 
 
 
 
 
 
 
Support Tickets that pertain to exporting list views to Excel:
 
 
- 16998 - Export to Excel List View
 
- 16998 - Export to Excel List View
 
     - List view that export to MS Excel no longed render the numeric columns values as values so you cannot use MS Excel functions such as SUM()
 
     - List view that export to MS Excel no longed render the numeric columns values as values so you cannot use MS Excel functions such as SUM()

Revision as of 14:16, 23 April 2013

caption Click here to watch a video on creating and editing List Views.


A major feature of SmartSimple list views is that list view results can be easily exported to Microsoft Excel. Once your list view has been created, take the following steps to enable exporting to Excel:

  1. Go to the list view configuration page.
  2. Click into the list view for which you wish to enable exporting.
  3. Click on the "Export" tab.
  4. Select the ExportListView enableexport.PNG option.

ExportListView exportenabled.png

  • The Export button will now be enabled for your list view.

  • You can also tell the system where you want the results of the list view export to be positioned in the resultant Excel spreadsheet. Visit this page for instructions.
  • Additionally, you can upload an Excel spreadsheet to be used as a template for list view result exports. Visit this page for instructions.


See Also