Export to Excel
Information
- PLANTA project modules or particular module areas can be exported to Excel
Procedure
- Open the required module.
- Select the Extras → Send data to → Microsoft Excel menu item.
- An export window will be opened in which you can define export parameters.
- If you want to save the export file, click on the appropriate button in the Save as area and insert the required path.
- Here you will find the description for the Use Excel freeze function for window 1 checkbox.
- You can choose between two different export types.
- Standard export:
- By activating the check boxes for the required data areas in the Advanced dialog box you can specify which data areas are to be exported.
- By activating the Export layout check box you can specify whether module layout(colors) are to be imported to the Excel file.
- Bulk export:
- For performance reasons, OLEs and colors will not be exported.
- The listbox shows all data areas which can be exported.
- The data area which contains the most data will be selected by default.
- The objective of bulk export is to export a data area with many data as fast as possible.
- Select the required data area from the listbox in the Data area field:
- You can start the export procedure by clicking on the Export button.
- Standard export:
Notes
- Data areas cannot be exported if they
- do not contain any data or
- if there are only buttons or bars.
Export Details
General
Export object | Export particularity |
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Visible/invisible fields | Only fields of the visible windows 1, 2, 3 will be exported. Hidden fields (window 9) cannot be exported. |
Fields in tables (columns) | The data is exported column-by-column. For modules with several data areas, this means that the first field from all PLANTA Project data areas is exported to the first column in Excel, the second field from PLANTA Project to the second column in Excel etc. This counting applies for each window and starts afresh in each window. Therefore, fields from different data areas that form a column in PLANTA modules are only displayed in a column in Excel if the number of fields before these data areas is equal to that in data areas in PLANTA modules. |
Fields in masks | Fields from data areas, customized as forms in PLANTA modules, are displayed next to each other in Excel in the order of the data fields in the data area (not necessarily the way they are displayed on the surface).
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Multiple windows | When exporting to Excel, the Excel function Split is used to display the separator between the first and the second PLANTA project window. The separator between the second and third window in PLANTA project is displayed as a red (frame) line in Excel.
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Headings in forms | Headings in form areas are always exported, regardless of whether they are displayed or not (provided that the corresponding data fields are displayed). |
Headings in tables (column headings)/no column headings | Bar headings are only exported if records are displayed in the respective data area. Column headings are always exported to Excel as fix headings. |
Fixed headings in tables (fixed column headings) | Fixed column headings are always exported, regardless of whether the appropriate data area contains data or not. |
Buttons | Buttons are not exported. |
Bars (histogram and date bars) | Bars as well as the corresponding scale are not exported. |
Projections | Projections are exported with the respective scales. |
Alternating shading | Alternating shading is not exported. |
Field Types
Field Type | Export particularity | ||||||||||||||||||||
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Background fields | Background fields are not exported. Exception: Background fields that contain a graphic. | ||||||||||||||||||||
Checkboxes | Checkboxes are exported to Excel as value 1 or 0 (activated/deactivated). | ||||||||||||||||||||
Percentage values | To make sure percent values are formatted as percent values in Excel too, you have to check whether the corresponding data field is in a format where "%" is the last character. How to set field format see here. | ||||||||||||||||||||
Currency fields | For currency fields, the value from the database is always exported to Excel. Notes
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Date fields | Regardless of the date format in PLANTA project, the standard date format will be displayed in Excel.
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Numeric fields | The value displayed in a numeric field in PLANTA project can differ from the value saved in the database when different formats are defined. When exporting to Excel, the value saved in the database is exported to Excel and displayed there in the Excel default number format.
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