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#27882 - 07/05/11 12:56 PM Export to Excel in SA
LJA Offline
Adagio Enthusiast

Registered: 04/18/07
Posts: 22
Loc: BC
We just did our upgrade to the latest SA. I have several inquiries that I do at the end of each month. In the past I have been exporting them to Excel and doing some work on them.
Did you move the Excel button from the screen or maybe it's in invisible ink? Please let me know where it went to. Thanks

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#27886 - 07/05/11 01:56 PM Re: Export to Excel in SA [Re: LJA]
Retired_Guy Offline
Adagio Master

Registered: 03/16/99
Posts: 10504
Loc: Canada
You need to make sure that Enable SF Export is turned on for the User under File | Users.
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Andrew Bates

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#27915 - 07/07/11 10:49 AM Re: Export to Excel in SA [Re: Retired_Guy]
LJA Offline
Adagio Enthusiast

Registered: 04/18/07
Posts: 22
Loc: BC
Thanks for you assistance with being able to export.
I have another problem with what the export contains.
I tried to print the same report (and others) and get the same result so I think I may have to modify my existing report but cannot find a field to change.
What happens is that after I view the report I go to details. Each detail page shows up by using the next or previous key.
When I export or print all I get is the detail page that I am sitting at. The export used to include all pages. Please point me in the right direction.

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#27922 - 07/07/11 11:55 AM Re: Export to Excel in SA [Re: LJA]
Softrak Support Online   happy

Adagio Action Team

Registered: 03/09/99
Posts: 11543
Loc: Vancouver, BC Canada
A client request was to change the behaviour of the Excel direct process on the Online Inquiry drill-down screen, to send only the displayed transactions to Excel, rather than all of them. This was implemented in Sales Analysis 9.0A.

As it turns out, this request is the opposite of how you would like to have Excel Direct work for Online Inquiry details.

For the time being, you could use Transaction Filters (a new feature of SalesAnalysis 9.0A), to select all the details you want, and load this filter in the Edit Data function. There is an Excel Direct button that will export all details that meets your criteria, similar to using Online Inquiry but not identically so.
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Regards,
Softrak Tech Support

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#27933 - 07/08/11 03:55 AM Re: Export to Excel in SA [Re: Softrak Support]
Ryan Brohman Offline
Adagio Pro

Registered: 01/03/07
Posts: 10
Loc: Waterloo, Ontario
I received a call from a client this week regarding this same thing. They too want to be able to export all details rather than just the displayed transactions.

They hope to see this feature re-added.
_________________________
Ryan Brohman

Kitchener, ON


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#27953 - 07/11/11 05:11 PM Re: Export to Excel in SA [Re: Ryan Brohman]
Carol Wojick Offline
Adagio Virtuoso

Registered: 05/24/02
Posts: 654
Loc: Calgary
I also received a call regarding the same thing.They want to be able to export all of the details.
_________________________
Carol Wojick
CW Consulting

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#27954 - 07/11/11 05:31 PM Re: Export to Excel in SA [Re: Carol Wojick]
Retired_Guy Offline
Adagio Master

Registered: 03/16/99
Posts: 10504
Loc: Canada
Hello all,

We really fixed a bug in SalesAnalysis, because everywhere you hit the ExcelDirect button in Adagio we send out what you are looking at - the behavior in SA was "wrong". (Although it appears that several of your clients got used to the bug!)

If you want the SA details in Excel, then there are two approaches to take. Either create a different Inquiry which selects and displays the information you are looking for, or create a Filter to isolate the records and then use the ExcelDirect button from the Inquiry Grid.

And of course, File | Export is still available.

This is the way it should have been done at the outset. We won't be changing it back.


Edited by Andrew Bates (07/11/11 05:39 PM)
Edit Reason: File export
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Andrew Bates

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