Exporting data from a form to a spreadsheet

To quickly create a spreadsheet that contains all the rows in the current form’s grid, including the header rows, use this process:

  1. In the form’s grid, select the rows by shift-clicking in the row numbers on the left.


    You can use Ctrl-2 to toggle between the grid view and the form view.

  2. Type Ctrl-C to copy the rows to the clipboard.
  3. Open a spreadsheet and paste the rows into it. Notice that some columns are empty and some are set to a different format than appears in the form (for example, 0’s and 1’s instead of checkboxes).


    Caution: 
    The Actions > To Excel menu option is also available, but it is intended for export of data to other applications, not for updating data that will be imported back into SyteLine. By default, this option saves the columns in the order they appear in the IDO collection, which may not be the same order that they appear in the grid. (However, you can choose to match the sequence of columns in the grid.) Also, be aware that cells with data that contains hard and soft returns might not work as expected with the To Excel option. In addition, the To Excel output might include cells that are hidden on the grid. Be careful to ensure that the order of the cells are the same as the grid if you plan to copy the cells back into the application.