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Scheduled Excel Export

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Ole Dyring

From TARGIT 2019

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.

mceclip0.png

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.

mceclip2.png

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7 comments
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  • Avatar
    Jay Scott

    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

    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
    (Edited )

    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

    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

    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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  • Avatar
    Ole Dyring

    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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  • Avatar
    Jette Brøcker
    (Edited )

    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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