With this utility, specific customer data information based on
customers listed in the Select Customer
Records, can be exported using DDE (Dynamic Data Exchange) to
an Excel spreadsheet for further data manipulation and
analysis.
This feature is only available in GUI (Graphical User Interface)
environments, where Excel has been installed.
Because the field values that are exported are variable and
controlled by the operator, the spreadsheet cannot be formatted
automatically from within SRM, but must be formatted manually using
the Excel tools.
e.g. column and row sorting, column sizes to fit, dollar values to
standard decimal places, dates to preferred format, etc.
The prompts to selected the data fields to export and to create the Excel spreadsheet are:
Note: The Sort Keyfor each record is defined in the Select Customer Records.
Check this box to output the profile
class/description/code/description as one line per profile class
with the number of profile codes for that class.
Uncheck this box to list each class/description/code/description in
detail.
The SET ALL and CLEAR ALL buttons at
the bottom can be used to make a quick general selection with which
to start based on Customer Data and/or Selection Criteria, when
identifying the Data Fields for Export.
Specific Field Names can then be checked or unchecked as
required.
The spreadsheet can then be formatted and sorted as required using the Excel tools and utilities.
ACTIONS:
Additional actions provided by buttons on
the Export to Excel screen include:
Click Selection Criteria to only check all the Field
Names associated with data sources from Selection Criteria.
Criteria not used in the original selection process will not be
included.
Click Both to check all boxes to be exported.
Individual values can then be de-selected as required.
Auto Deselect the Field Names to be Exported:
Click on the CLEAR ALL to un-check the Export
boxes for one of the following Field Names options:
Click Selection Criteria to uncheck all the Field
Names associated with data sources from Selection Criteria.
Customer Data boxes will not be changed.
Click Both to uncheck all Export boxes.
Individual values can then be re-selected as required.
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