Exporting Data to Other Formats

This topic describes how you can export chart data to a variety of formats.

To export data:

1        Select the chart boxes you want to export. If nothing is selected, all displayed boxes will be exported.

2        Click the Data tab and select Export Data from the Export section.

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The Export Data dialog box is displayed.

Click to enlarge

3        The Available fields section lists all the fields defined in the current chart. The Fields to export section lists the fields to be included in the export. You can select any field and then use the Add, Add all, Remove, and Remove all buttons to define which fields are exported.

4        Use the Move up and Move down buttons to change the ordering of fields.

5        Select Headers if you want the first row of the export to contain field names.

6        Select Reporting Relationship if you want to include hierarchy information in your export file.

·         Select the Based on radio button to generate hierarchy information using an existing field.

·         Select the Generate Unique IDs radio button to have OrgPlus create unique identifiers that describe the reporting relationships in your chart.

7        In the Export What section you can select whether to export the Entire chart, the Active sub-chart, or the current Selection.

8        Use the Sort data first button if you want to sort the data before export.

9        Use the Export to drop-down list to select whether you want to export to a file or to the clipboard.

10   Click the Export button to perform the data export.

If you are exporting to a file, you will be prompted to enter a file name and to select one of the following file types:

·         Windows Clipboard

·         Microsoft Excel Workbook (.xls)

·         Microsoft Excel 2007 Workbook (.xlsx)

·         Microsoft Word Document (.doc)

·         Microsoft Word 2007 Document (.docx)

·         Comma Separated File (.csv)

·         Tab Separated File (.txt)

Note: The Save table template function is useful if you do the same exports repeatedly. It allows you to save an export template containing information such as which fields to export, whether to export headers, and so on. Use the Open table template button to load previously saved table templates.