Difference between revisions of "Using an Excel Template for List View Export Results"

Revision as of 15:01, 23 April 2013

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

When exporting to Excel has been enabled for your list view, you can also tell the system to use an Excel file as a template into which your results will be exported.

To enable this feature:

1. Create an Excel spreadsheet you wish to use for a list view export template.
2. Upload the Excel file to a SmartFolder.
3. Go to the list view configuration page.
4. Click into the list view for which you wish to enable exporting.
5. Click on the "Export" tab.
6. Next to the "SmartFolder" field, click on the button and select the SmartFolder in which you have uploaded your spreadsheet.

• This feature can be used in conjunction with the Positioning Exported List View Results in your Excel Spreadsheet feature.

• The "Start Location" field determines the starting position of your list view results (the "data").
• The "Query String Location" field determines the starting position of the search criteria currently selected to filter your list view results (the "metadata"). If your list view is not filtered, the Query String will be blank.
• The default setting is 0;0;0 for both fields. This means that your list view results will be exported, with the topmost, rightmost value appearing in the first worksheet, in cell A1.

Note: The syntax for both the "Start Location" and "Query String Location" fields is worksheet;column;row
The numbering begins at zero, so the first worksheet, first column or first row would be referenced with a 0, as opposed to 1.
Therefore, if you wanted either the list view results or the metadata to be placed in the third worksheet of your Excel file, starting in cell B4, you would enter 2;1;3
The first worksheet, cell A1 would be 0;0;0

See Also

• List View Overview
• Accessing the List View Configuration Page
• Configuring List Views
• Setting the Sort Order on a List View
• Exporting List View Results to Microsoft Excel
• Exporting List View Results to Microsoft Word
• Download files from List View
• Preparing Existing Word Template for List View Export
• Quick Edit
• Historic List View
• Configuring Interactive List View Charts
• Positioning Exported List View Results in your Excel Spreadsheet