How To: Export a grid to an xls file

Page approved.



Overview

Administrators and other users who have the 'Print/export grid' user permission are able to export the contents of a grid for external analysis (e.g. by saving to a file in Microsoft's spreadsheet format).

Steps to Generate XLS File

  1. Ensure the grid contains the data you wish to export.
  2. In the grid, green-select the cells you want to copy (e.g. by holding down the Ctrl + left-clicking in the rows you want to select).

    Sc Stock Grid3.jpg

    Hint: You can use Ctrl + A to select the entire grid.
  3. Clicking on the small drop down arrow at the top left of the grid Btngridmenu.jpg displays the drop-down grid menu.
  4. Choose [ Send to Notepad ] from the options to open the 'Export Columns' dialog box:

    The 'Export Columns' dialog box.Note: The dialog box shows the names of the columns from the current grid, which may not match those shown in this screenshot.

  5. By default, all columns from the grid are included in the export.
    To select a subset of these, follow these instructions:
    • Pressing the Exclude All button button turns off all columns, preventing them being exported (notice how the column names in the dialog box turn dark when they are excluded from the export).
    • Pressing the Include All button button turns on all columns, including them in the export.
    • Clicking on the names of individual columns toggles them between the excluded (darker coloured background) and included (lighter coloured background) state. The horizontal scroll bar that appears immediately below the column names allows the column names to be moved left and right. The 'Export Columns' dialog box showing how the horizontal scroll bar, which appears immediately below the column names, cam be used to gain access to all column names
  6. Select the following options in the 'Export Columns' popup:
    1. Press the "XLS" radio button to set the output format.
    2. Click the Floppy Disc button icon. This changes an area of the dialog box, allowing you to set the output folder and filename:

      The grid 'Export Columns' dialog box. Pressing the disk icon allows you to set the folder and filename that the grid will be exported to.

    3. Click the green open folder pressing the "open folder" button opens the lookup window associated with the button's field. Once the correct data has been found, double-clicking on the item populates the associated field.   button to open Microsoft's "Save As" dialog.
    4. Navigate to the folder where you wish to save the file.
    5. Enter a file name (e.g. 140507_Output_for_analysis.xls).
    6. Click the "Save" button to close this dialog:

      Using Microsoft Windows XP "save as" dialog to save a comma-separated variable (CSV) file for external analysis

  7. In Khaos Control's 'Export Columns' dialog, click "OK" to save the file.
  8. The spreadsheet (xls) file can now be opened in your preferred program for further analysis and manipulation.

Important Notes

  • This functionality does not currently support the xlsx format.
  • The xls file generated by this routine will not open in Office365 / Office 2013 / Excel 2013.

See Also

Visit KhaosWikiX at https://support.khaoscontrol.com/wiki_kcx/ to see the following:

Contact the Khaos Team