ISTech Support Forum

ISTech Support Forum
http://www.istechforum.com/YaBB.pl
Evo-ERP and DBA Classic >> Accounting >> DBA to Excel
http://www.istechforum.com/YaBB.pl?num=1229436192

Message started by Irma on 12/16/08 at 07:03:12

Title: DBA to Excel
Post by Irma on 12/16/08 at 07:03:12

Is there a way to transfer reports into excel format?. If so please let me know how it works.

Thanks,

Irma

Title: Re: DBA to Excel
Post by GasGiant on 12/16/08 at 07:52:37

Which reports? From which program (Evo or DBA Classic?)

Pretty much you can always print to a text file and import it with Excel.

Title: Re: DBA to Excel
Post by Irma on 12/16/08 at 08:32:22

We have EVO~ERP.

The printing options are to regular printers, PDF and Microsoft Office Document Image, there is no text document. I tried the MS doucment Image but there is no way to convert it into Excel.

Thanks for your help.

Irma

Title: Re: DBA to Excel
Post by GasGiant on 12/16/08 at 09:41:43

When you start the process of printing a report, you get an Evo dialog that asks "List", "Printer", "Disk", "Cancel". If you select "Disk" it will ask for a file name. Give it a full path (to a folder on your C: drive) with a .txt extension and you will get a text file output. That can be imported into Excel and, after you sort it and strip out the page headings, you'll have simple columnar data.

If you are printing to an RTM file, you get a more standard looking print dialog. The print options for those include "File", under which there are many types, including Excel, for output.

I keep hoping that we will see new RTM reports so that we could export them directly to Excel. I may need to just implement export to excel from my own, browser-based report tools. :-X

Title: Re: DBA to Excel
Post by Laura Oliver on 12/16/08 at 11:12:44

I usually create an empty Excel spreadsheet, name it what I want ,and then save it in My Douments.

Then I go and print to Disc, I browse and find the newly created spreadsheet and overwrite.
This keeps me from having to go from txt to excel.

It also gives makes it really easy for me to find the newly exported report.

Title: Re: DBA to Excel
Post by Irma on 12/16/08 at 14:11:54

Thank you for your help. I managed to bring the report into an excel Spread sheet following your instructions; but all headings are in the same cell. How the info can be converted into columnar data as sugessted, I have no idea. Looking forward with open eyes to your response................ :o

Thanks.........Irma

Title: Re: DBA to Excel
Post by GasGiant on 12/16/08 at 16:21:39

Create the text file, then open Excel. Go to Data > Import External Data > Import Data then browse to your text file and Open it.

You will see a Wizard, step 1. Select Fixed Width delimited and click Next. In step 2, set your columns to match up with your data (not the headers.) You may have to scroll down in the view. Click Next and in step 3 you can delete any columns of data that you do not needs in Excel. Click Finish. There you go!

You will likely want to sort your spreadsheet on one of the columns, which will clump the page headers together, after which you can delete the erroneous rows easily. Now you are well on your way to spreadsheet happiness.

Title: Re: DBA to Excel
Post by Irma on 12/17/08 at 07:05:34

Hi Colin,

I will try it. Thanks.. you are rigth "spread sheets are happiness".........have a great day and thanks again............Irma

Title: Re: DBA to Excel
Post by Laura Oliver on 12/17/08 at 14:32:37

Irma asked " How the info can be converted into columnar data as sugessted "

Yes, after exporting it to an excel ss all your data will be in the first column, but it is to distribute it into columns.
1. with only the data column highlighted go to the DATA TAB on the top of the sheet
2. choose TEXT TO COLUMNS under the DATA tab
3. choose delimited or fixed based on what your exported data looks like. (hint: make a copy and play around)
on most DBA files I choose fixed and the data is automatically soirted by spaces. Its a whole lot easier than it sound. probably took me more time to type this than do it.

Title: Re: DBA to Excel
Post by Irma on 12/18/08 at 09:29:37

Hey you guys thank you very much IT WORKS!!!! you guys are the experts!!!! I will keep this information handy!!!.............Irma ::)