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 Overview

You can export data from the Data View grid to the following formats: Microsoft Excel, Microsoft Access, Microsoft Word, Microsoft Query Definition file, XML, text file (comma or tab delimited), and HTML.

Note The Microsoft Query Definition does not export any data. It exports the DSN and SQL statement used to obtain the data in the Data View grid. The exported definition can then be used in a Microsoft Office application to obtain the data.

 Before You Begin

• To export to Microsoft Word, Excel, or Access, you must have these applications installed on your system.

To export data

1. Select Business Insights Explorer menu, and then select a view.
   
   Note To export only selected rows, use the SHIFT or CTRL keys while selecting rows of data in the Data View grid, then select File menu > Export Options > Selected Records Only. The Select Records Only option does not apply to the Microsoft Query Definition export, which exports a SQL statement and not actual data.

2. Select File menu > Export Options, and then select the export application (for example, Microsoft Excel).
   
   Note If you export the data to an existing Microsoft Excel document, the exported data is placed in a new worksheet titled Sheet X, where X is the next available worksheet number.
   
   If you export the data to an existing Microsoft Word document, the data is saved in a Comma-Separated Values (.csv) file and the data fields are made available to the Word document.
   
   If you export the data as an XML document, an .xsl file (eXtensible Stylesheet Language) with the same base name as the XML document is also created.

3. The data appears in the application that you selected. Click Save in the application to save the data.

The data in the Data View grid is exported or merged.

You can also merge the data from the Data View grid into an Microsoft Word, Microsoft Excel, or Microsoft Access document by selecting File menu > Export Options > Microsoft Office Merge.

Note If you merge the data to an existing Microsoft Excel document, the exported data is placed in a new worksheet titled Sheet X, where X is the next available worksheet number.

If you merge the data to an existing Microsoft Word mail merge document, the data is saved in a Comma-Separated Values (.csv) file and the data fields are made available to the Word document.

If you merge the data to an existing XML document, an .xsl file (eXtensible Stylesheet Language) with the same base name as the XML document is also created.