Scheduled Excel Export

Ole Dyring

May 21, 2025 06:17

From TARGIT 2019

Note: This feature requires the Enterprise Distribution add-on license.

To create a scheduled job that exports data to Excel or CSV or XML format, you will need to right click a data object in an existing, saved document: Data / Schedule.

This will create a scheduled job, where you can choose the file format (Excel, CSV or XML). Furthermore, you will have options to remove formatting, repeat dimension members and to include all data objects from the document in the export.

Comments

11 comments

Jay Scott
October 31, 2023 12:10

I have a document that has multiple tables on it. When I export it to excel, they flow nicely into multiple tabs on the spreadsheet. Is there any way to schedule this to have the same result?

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Ole Dyring
October 31, 2023 14:35

Hi Jay,

As it is now, scheduled Excel exports can only be done per object - as described above.

BR / Ole

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Pedro Goecking
March 05, 2024 01:50 (Edited March 05, 2024 01:54)

Hi Ole

Is there any way to add the title (with dynamic content) defined in the crosstab to the exported version sent by the schedule job?

And, is it possible to rename the file name applying the dynamic content of this same version instead of the standard format with parentheses for each member of the batch?

Thank you in advance.

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Ole Dyring
March 22, 2024 12:21

Hi Pedro,

I am sorry. But I don't think there is any way you can do this.

The only way you can affect the name of the output file, is via the 'Source' tab in your Scheduled job properties, where you can edit the name of exported file.

You can even apply a few parameters to the file name with this option, but none of those that you are asking for, unfortunately.

BR / Ole

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Jette Brøcker
February 05, 2025 11:30

Hi Ole,

I am trying to make a scheduled job in Targit 25.1.21002 which exports data to Excel and place it in a folder, but I can't find the objects ind the scheduler in the new version. Can you help me?

Best regards Jette

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Ole Dyring
February 05, 2025 12:22
Hi Jette,

Your Source options depends on how the scheduled job was initiated.
- If it was initiated as described in this article, i.e. if you right click an object and select 'Data / Schedule' then you will have options to select individual objects.
- If it was initiated by clicking the 'Schedule' button in the File menu, or as a 'New job / Document' from the Scheduled jobs list, then you will only have options to select documents and layouts.
I tested with a 2024 version, and the behavior is the same also in that version.

I think your 'Old' screenshot must be a job that was initiated with 'Data / Schedule' option.

BR / Ole
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Jette Brøcker
February 05, 2025 12:29 (Edited February 05, 2025 12:36)

Hi Ole,

Arghh - your right!! Now it works as expected :-) - also in Targit 25.1.21002

Sorry for interupting you ..

Berst regards Jette

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Flemming Hjerrild Kristensen
October 28, 2025 07:34

Hi Ole

Is this possible today?

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Ole Dyring
October 29, 2025 09:56

Hi Flemming - and everyone else.

You can use the 'Export all data objects to multiple sheets' option when setting up the scheduled job.

I am not sure from which version this option was introduced...

BR / Ole

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Herve Lobe
February 20, 2026 15:39

Hi Ole,

I have a scheduled job that's been writing a csv file to an Export folder with no issues, but it's now overwriting the old file most probably after an update. Is there a way to Dynamically set the filename to include the current date to avoid this issue, or any other solution that will just write the new file regardless.

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Ole Dyring
March 19, 2026 12:12

Hi Herve,

You can add dates as parameters to the output file.

See this article: https://community.targit.com/hc/en-us/articles/15976139685276-Scheduled-jobs-output-filename-with-parameters

BR / Ole

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