Saving a Collection to Microsoft Excel

Use the Actions>To Excel menu option (or the To Excel tool bar button) to save a collection to a file and then automatically open the file in Microsoft Excel. The records are placed in the file formnameExportsequence.csv in the local My Documents folder - for example, My Documents\itemsExport4.csv. If Excel is installed on your local system, it is launched and the new file is opened as a spreadsheet. If you have a different application set up to open comma-separated value (.csv) files, that application will open the file instead.

If the currently selected field is either in a grid or has a related grid on the form, you see this prompt: "Do you want to match the sequence of columns in the related grid?" Click Yes if the spreadsheet columns should match the order of the grid on the form. Click No if the spreadsheet columns should match the order of the property list in the form's IDO.

Only data displayed in the current collection is populated into the spreadsheet, and the usual export-to-file rules apply. See Exporting Collections to External Files.

Some collections may not have the To Excel option enabled.

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