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The following topics are covered:
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Export to ExcelAnchor Export to Excel Export to Excel
| Export to Excel | |
| Export to Excel |
To export to Excel:
- Run a document (report).
- Click on
Export icon. See Figure 1.
Figure 1: How to Export. Click image to enlarge. - A window will appear for options to Export. See Figure 2.
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- Figure 2:Export Options. Click image to enlarge.
Select Reports or Data.
Info Reports - this option includes all reports (tabs) of the current document as separate worksheets.
Data - this option only includes unformatted data from the back-end query.
- Select the appropriate Excel format (.xls or .xlsx).
- Choose a radio button option:
- To export in a format that is similar to the document (report) you're viewing, select Prioritize the formatting of the document.
- To display data in text format without merged columns, select Prioritize easy data processing in Excel. See Figure 3.
Figure 3: Export Dialog Box. Click image to enlarge.
A File Download dialog box will display. You may either Open or Save the Excel file. See
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| Note |
|---|
| If you choose Open, Excel will launch and the report data will be displayed with Snapshots appearing as different worksheets within Excel. If you choose Save, you will be prompted to name and save the file. |
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Figure 4.
Figure 4: File Download Dialog Box. Click image to enlarge.
| Note |
|---|
If you choose Open, |
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Excel will launch and the report data will be displayed with |
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tabs appearing as different |
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worksheets within |
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Excel. |
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If you choose Save, you will be prompted to name and save the file. |
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Chart and Table Types
The available table formats are; Horizontal, Vertical, Crosstab, and Form. The available charts are; Bar, Line, Area, Pie, and Radar. See figure 24 below.
Figure 24: Available Chart and Table Types. Click image to enlarge.
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When exporting to Excel, formulas are not transferred so each cell only contains the displayed value from the document. |
Export as a PDFAnchor Export as a PDF Export as a PDF
| Export as a PDF | |
| Export as a PDF |
To export as a PDF file:
- Run a document (report).
- Click on
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Modify Report Layout
There may be times when the layout of a report does not suit your needs. HART provides the flexibility to modify the way your report data is displayed. You can even graph report data by creating charts.
To modify a report layout:
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Right-click and select Turn table to… . See figure 23 below.
| Note |
|---|
Right-click options will vary depending on the report and HART license. |
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- Export icon. See Figure 1.
A window will appear for options to Export. See Figure 2.
Info Reports - this option includes all reports (tabs) of the current document as separate worksheets.
Data - this option only includes unformatted data from the back-end query.
Select PDF.
Info Click the checkbox for Current Report if you only want to export the current report (tab), but not the other reports (tabs). Choosing to export the current report gives you further options to determine which pages you want to export much like MS Word's print features. - Click OK.
- A File Download dialog box will display. You may either Open or Save the Excel file. See Figure 4.