Selecting a Location for the Excel Data

Use this procedure to:

  • Direct the data for the Excel worksheet to a workbook.

  • Select how the data is positioned on a worksheet.

To select a workbook for the Excel output

  1. Select a workbook to send the data to:

    • To send the data to the workbook that is currently open in Excel, select Load into Current Workbook.

    • To send the data to a different workbook, first obtain the path and file name of the other workbook, then select Load into Saved Workbook. Next, select Select Workbook, browse to the correct location, and open the workbook.

  2. Define the starting position for the data in a worksheet.

    • In the Sheet field, choose the sheet you want the query data to display on.

    • In the Col field, choose the letter of the column where you want the data to begin.

    • In the Row field, specify the number of the row where you want the data to begin.

  3. If you want to clear the contents of the sheet before you direct the new Infor Lawson data to it, select Clear Worksheet before Send.
  4. If you want to create a file that is suitable as a source file for mail merges in Microsoft Word, select the Mail Merge Output Option check box. This option prevents formatting from being applied to the query.

    If you are creating a mail merge source file, click Finish to see the results of the query in the Excel spreadsheet.

  5. If you are not creating a mail merge source file, click Next.
    Note: The Map Wizard tab is not available if you select the Mail Merge Output Option check box.

    If you are creating a mail merge source file, click Finish to see the results of the query. See "Creating Mail Merge Files".