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#40414 - 02/27/14 10:34 AM SalesAnalysis Question, export inquiry to Excel
Jody Offline
Adagio End User

Registered: 11/21/07
Posts: 67
Loc: Southern California
Hello,

I am getting a strange thing happening when I export a custom Inquiry from Adagio to Excel. First, when I setup my inquiry and click on print then print preview, I get what I want. Big Screenshot here: http://i.imgur.com/PlI1vzL.png



So for the most part that preview is what I want to be exported to Excel. However, when I go to print this to a file (or export to Excel however you would like to call it), it puts multiple pieces of data into the same cell, making any kind of sorting or organizing impossible. Big Screenshot here: http://i.imgur.com/oXAb9Kn.png



You will notice how data such as the headers in rows 12, 13, and 14 are all in ONE CELL. Another example of this would be for example the highlighted cell B-16. That cell contains two separate pieces of data, the item number and the item description. Not only do they share the cell; they are also not aligned with each other meaning as you scroll down column B the item descriptions are spaced differently due to item numbers having varying lengths.

You will also notice that the Excel version doesn't have any MTD data the print preview had! It doesn't have any of those columns at all. You notice how the labels exist for each month but none of the actual data for those months exists in the spreadsheet anywhere.

And finally at the very bottom of the print preview which I didn't include in the screenshot because I didn't want there to be too many screencaps, there is a sum of all the months and how much money that customer spent with us that month, but that doesn't exist in the Excel export either.

So my question is, how do I get the data I got in the print preview into Excel. Should I even be using Sales Analysis? Is this something that should be done in GridView? Could anyone help me out with this or should I just contact our Adagio expert? Any help would be greatly appreciated.

Thanks


Edited by Jody (02/27/14 10:40 AM)

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#40417 - 02/27/14 10:55 AM Re: SalesAnalysis Question, export inquiry to Excel [Re: Jody]
Steve Schwartz Offline
Adagio God

Registered: 03/10/02
Posts: 4509
Loc: Wynnewood, PA
Hi Jody

The scrunching to column A when exported to Excel is a quirk of this report (and the OrderEntry Order Action report too); you should not use this report if you want to export to Excel. If you are determined, I would suggest printing to PDF, and then using a utility program that converts PDF files to Excel (I don't know of any but I'm sure they exist out there).

GridView is the better way to do this.

Steve, your friendly Adagio expert wink

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#40419 - 02/27/14 11:34 AM Re: SalesAnalysis Question, export inquiry to Excel [Re: Steve Schwartz]
Douglas Dickie Offline
Adagio God

Registered: 06/02/99
Posts: 4413
Loc: Vancouver, BC
Jody:

Though I haven't tested this specific report I've had good success using Nitro to convert PDF files to Excel, however, I second Steve's comment. GridView is the tool of choice for anyone wanting to extract data from Adagio into Excel.
_________________________
Douglas Dickie
AccSys Solutions Inc
Phone: 1.888.534.4344
ddickie@accsyssolutions.com

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#40422 - 02/27/14 12:37 PM Re: SalesAnalysis Question, export inquiry to Excel [Re: Steve Schwartz]
Jody Offline
Adagio End User

Registered: 11/21/07
Posts: 67
Loc: Southern California
Thanks I will try the PDF > Excel method and report back in this thread for future people who might run into this problem.

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#40423 - 02/27/14 01:19 PM Re: SalesAnalysis Question, export inquiry to Excel [Re: Douglas Dickie]
Jody Offline
Adagio End User

Registered: 11/21/07
Posts: 67
Loc: Southern California
Douglas,

I tried using the PDF export but that didn't work either. So I went into GridView but it seems that the data I want to pull are in different tables therefore when I try to add additional data from separate tables I get a message saying that it will remove data from the original tables? Is there a way around this? Thanks for your input by the way I really appreciate it.

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#40428 - 02/27/14 04:46 PM Re: SalesAnalysis Question, export inquiry to Excel [Re: Jody]
Steve Schwartz Offline
Adagio God

Registered: 03/10/02
Posts: 4509
Loc: Wynnewood, PA
Jody

You are doing something wrong, but it's hard to know based on what you wrote. GridView can create a report like this.

Steve

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#40443 - 02/28/14 08:22 AM Re: SalesAnalysis Question, export inquiry to Excel [Re: Steve Schwartz]
Douglas Dickie Offline
Adagio God

Registered: 06/02/99
Posts: 4413
Loc: Vancouver, BC
Jody:

I concur with Steve's comments. I will be virtually impossible to determine what you are doing wrong on this forum unless someone comes along who has seen this error before (which is unlikely).
_________________________
Douglas Dickie
AccSys Solutions Inc
Phone: 1.888.534.4344
ddickie@accsyssolutions.com

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