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Export Data with One Click Export

Use One Click Export to quickly export data to an Excel report. You can also export data and include a linked query in the file. A linked query lets you create a "live" Excel report that can be refreshed dynamically. Because a linked query contains the underlying SQL for a report, each time you refresh the report the query executes and retrieves the latest data. The dynamic nature of linked query reports makes them ideal for distribution to users who need to see changes to data on demand without waiting for new static reports to be distributed.

Notes:

  • Before you can export to Excel, the Primary Interop Assemblies (PIAs) for your version of Excel must be installed. Typically, the PIAs are installed automatically when you install Microsoft Office.

  • Use the Export wizard if you need to specify column delimiters and advanced field options when exporting data. See Export Data with the Export Wizard for more information.

To export data in one click

  1. Select the range of data to export or click any row in a data grid to export all data.

  2. Right-click the selected range or data grid and select Quick Export.
  3. Select an export option. Review the following for additional information:

    Icon

    Option

    Description

    Excel File

    Export data to an Excel file. The file is automatically saved under a default name in the default export folder.

    CSV File

    Export data to a CSV file (comma separated value file). The file is automatically saved under a default name in the default export folder.

    HTML File

    Export data to an HTML file. The file is automatically saved under a default name in the default export folder.

    Excel Instance

    Export data to an Excel instance. Data is copied to a clipboard, Excel is launched, and a worksheet is populated with data. You can save the worksheet under a name and folder you specify or save it in the default export folder.

    Excel Instance at active cell

    Export data to an active cell in Excel. First open Excel and select a cell. Then select the Excel Instance at active cell option.  

    Excel Pivot Table

    Export data to an Excel pivot grid report. See the Excel documentation for information on creating a Pivot Table report with external data.

    Excel Pivot Table at active cell

    Export data to an active cell for an Excel Pivot Table report. First open Excel and select a cell. Then select the Excel Pivot Table at active cell option.  

    Excel Linked Query

    Export the underlying query for data to Excel.

    Excel Linked Query at active cell

    Export the underlying query for data to an active cell in Excel. First open Excel and select a cell. Then select the Excel Linked Query at active cell option.  

    Excel Linked Query with pivot table

    Export the underlying query for data to an Excel Pivot Table report. See the Excel documentation for information on creating a pivot grid report with external data.

    Excel Linked Query at active cell with pivot table

    Export the underlying query for data to an active cell for an Excel Pivot Table report. First open Excel and select a cell. Then select the Excel Linked Query at active cell with pivot table option.  

    Excel Column Chart Export data to an Excel chart instance. Data is copied to the clipboard, Excel is launched, and a chart is created with the data. You can then modify the chart's design and save the Excel file.

    Tip: To refresh data in a linked query report, click in Excel's External Data toolbar. This executes the underlying query for the report. See Share Excel Linked Queries for more information about creating and using linked queries.

Note: If the window containing data does not have the focus when you select a One Click Export option, the following message displays: "Export did not find any results sets to process."

Tips:

  • To specify a default export folder, go to Tools | Options | Environment | Export.
  • To always open a Save File dialog when exporting using One Click Export, go to Tools | Options | Environment | Export and select the option. This allows you to always customize the file name.

 

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