Various pages and transactions in Advantage that contain grids may also contain Export actions that allows you to download records in the grid to a CSV file. Refer to the "Export Grid Results" topic for additional information and an important warning regarding encrypted fields.
To export all records in the grid, follow these steps:
Select Grid Actions and then choose one of the following actions based on the desired result:
Export All > Viewable Columns to export all records in the grid and only the columns that can be viewed on the grid (including grid scalar fields).
Export All > Available Columns to export all records in the grid including all columns (that is, those fields that are not displayed on the grid or grid scalar).
Export > Viewable Columns to export only the records that are selected in the grid (including those records selected on other pages of the grid). This action only exports the columns that can be viewed on the grid (including grid scalar fields).
Export > Available Columns to export only the records that are selected in the grid (including those records selected on other pages of the grid). This action exports all columns (including those fields that are not displayed on the grid or grid scalar).
Follow the prompts to save the csv file to your computer.
From the Data section in Microsoft Excel, select the From Text icon.
Select the .csv file you downloaded from Advantage and click Import.
Select the Delimited radio button as the Original data type on Step 1 of the Text Import Wizard.
Select the Comma check box for Delimiters on Step 2 of the Text Import Wizard.
On Step 3 of the Text Import Wizard, General is automatically selected as the default Column data format. You must select each column and choose Text instead of General for the Column data format. Otherwise, values such as 020 for the Dept will appear as 20 in the excel file.
Select Finish.
On the Import Data window, select New worksheet, and then select OK.
Based on the export actions selected in Step 1, the records and columns are displayed in the new Microsoft Excel Worksheet. Select File > Save As to save your excel file.
The MAX_DOWNLOAD_LINES (Max Download Lines for Download) parameter on the Application Parameters page in the Administration application sets the maximum number of lines that can be exported to the CSV file. If the total number of records exceeds this limit, then a message “Results are limited to Application Parameter value” is displayed in the generated csv file. Please narrow your search results and then select the Export option again. Please note that row and column limits are also set by Microsoft Excel and other similar products.
Note: While performing the Export > Viewable Columns and Export All > Viewable Columns actions, the CSV output from a page with a complex grid (a grid that has an internal scalar section with multiple tabs) limits the download of data only to the columns that are selected as primary columns by the user. The system does not support downloading the secondary columns from a page with a complex grid. As a solution, it is recommended to make the desired field that is currently in the scalar section as primary using the Configure Columns icon. This will display the field as a column in the grid, and can then be exported to a CSV file successfully.
A page with a simple grid (that is, a grid that has a single scalar and not multiple tabs), exports both Primary and Secondary data to CSV.