Browses in QAD .NET UI > Integrating with Microsoft Excel
Integrating with Microsoft Excel
Excel integration is a utility for component-based programs that lets you export data into Excel spreadsheets, create new data within Excel, and import it to the system database, where it is validated before being saved. Export to Excel for reporting is available in all browses and grids. The more advanced bi-directional Excel integration is supported in only a subset of components.
With advanced Excel integration, you can:
Export all records for remote maintenance. You then modify the data and reimport the saved results into the system database.
Create a blank template that consists of column headings for all of the fields in a business component and export this template for remote maintenance. You can then create the data in the spreadsheet or load data from another application into the template for importing to the system database.
Advanced integration with Excel is available as a menu activity for the following business components:
Alternate COA Group
Alternate COA Structure
Business Relation
COA Cross Reference
Cost Center
Cost Center Mask
Credit Terms
Customer Bank Number
End User
Exchange Rate
GL Account
Journal Entry
Journal Entry Repair
Mirroring Daybook
Mirroring GL Account
Project Mask
Reporting Daybook
SAF Code
SAF Concept
SAF Structure
Sub-Account Mask
Supplier Bank Number
Note: You can also use Excel integration when maintaining budgets. However, the budget integration is maintained in real time and is referred to as a hotlink. See User Guide: QAD Financials for details on budgets.
Excel integration is also available for payment formats. However, Payment Format Excel Integration does not include a Load option.
The integration requires that you have one of the following versions of Microsoft Office installed:
Microsoft Office 2003 International
Microsoft Office 2003 with a MUI (Multilingual User Interface) Pack
Microsoft Office XP International
Microsoft Office XP with a MUI Pack
Microsoft Office 2007
Exporting Data to Excel for Reporting
To export data directly into an Excel spreadsheet:
1 Choose Export to Excel from the Actions menu of a full or filtered browse search.
The browse results grid is displayed in a new Excel window. The formatting of the original grid is preserved in the new spreadsheet; for example, the font type and size and the order of headings are the same as those in the original results screen.
Note: The Export to Excel option from a browse search only lets you create spreadsheets. You cannot re-import the data from these spreadsheets into the database.