Exporting Query Results to Microsoft Excel

Objective

After completing this lesson, you will be able to export query results to Microsoft Excel

Overview

Once you run your query and it's showing the data elements you want in the order you want, you can export the results to Microsoft Excel if you prefer. This enables you to use the Request Processor tool to create simple reports to provide to your management and other stakeholders. The exports are generally placed in your default Downloads folder and have a name of "report_XXXXX.xls".

Note

This process outputs the data in an xls file, not an xlsx file. Please be aware of the limitations between the two different file formats.
Microsoft Excel may misrepresent certain data elements, such as removing leading zeroes. For example, if you have a cost object with an ID of "0001234" it may get exported to Excel as "1234". Please take a close look at your data before presenting it to others.

How to Export Data to Microsoft Excel

In this example, you'd like to take the data and columns created in the previous two lessons and export it to Microsoft Excel.

Steps

Export the data to Microsoft Excel.
Select the Send to Excel button.
Open the file.
Navigate to the file, and open it.

Result

Screenshot of the results in Microsoft Excel.

The data is open in Excel. You can format it and save it as needed.

How to Export Data to Microsoft Excel

Now that you've seen the steps on exporting data to Microsoft Excel, watch the following video for a demonstration.

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