Application Wide

Export the Data from a Grid to an MS Excel Spreadsheet

 

Summary

 

Any time database records are displayed in a data grid, that information can be exported to an MS Excel spreadsheet. For example, you can create an MS Excel spreadsheet of customer names and mailing addresses by exporting the information from the Customer window (Customer icon on the main desktop). You can also create an export of the transactions on a Utility Billing account by creating an export file of the information on the History tab of the Account Master Maintenance window (UB> Maintenance> Account> Open an account> History tab).

 

The export file will only include the information that displays in the data grid. This allows you to customize which columns will be included in the export by adding and removing optional columns from the gird. This also allows you to filter the information that displays in the export file by filtering the application window. For example, you can create an export file of all the water meters in meter route 01 by using the Search Criteria fields in the Device Selection window (UB> Maintenance> Device) to filter the data that displays in the window.

 

If the data grid displays both parent and child fields (you can view the child fields of a parent field by clicking on an Expand button), the child fields will be included on the export even if the Expand button has not been clicked to display them in the window.

 

Step by Step

 

1     Open the window that contains the information you would like to export.

 

  • Make sure the information you are viewing is a data grid and right click on the information in a window. If the Export to MS Excel Workbook option does not display in a drop- down menu, you cannot create an export using this feature.
  • Make sure that all of the records you would like to include in the export display in the grid.
    • If the window contains search criteria or filtering options, enter information into those fields to filter the data that displays in the window.
    • Sometimes not all data will load in a window (in order to increase the performance of the application, some windows will only load all of the data if specifically requested). The Complete icon will display in the bottom right corner of the window when all records have been loaded into a window. If the Incomplete icon displays, all of the records have not been loaded into the window (for example, if you open the Customer window without applying any filters, only 200 records will display in the window). Click on the Incomplete icon to load all records into the window.
      • NOTE - Springbrook Cloud users will not be able to click the Incomplete icon to display all of the available records. Data grid filters will need to be refined in order to display all records that meet the filter criteria.
  • Change the columns that display in the window to customize the information that will be included in the export.
    • Right click on the data grid and select the optional columns you would like to include in the export. Some columns are required in a data grid, so you will not be able to remove them from the export.

  • Change the order in which the columns display by dragging and dropping the column headings in the data grid.

 

2     Create the export file.

 

  • Once the data grid displays the information you would like to export, you can create the export file.
  • Right click on the data grid and select Export to MS Excel Workbook. This will open a window to select the path of the export file. Click the Save icon to create the export file.