Scribd
Upload
51 views

Exporting Data To Microsoft Excel X3

Sage x3 export data to excel

Uploaded by

PDF Importer
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
51 views

Exporting Data To Microsoft Excel X3

Sage x3 export data to excel

Uploaded by

PDF Importer
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
You are on page 1/ 10

Common tools

Exporting data to Microsoft Excel


Integration with Microsoft Excel allows you to connect on any Web platform data source
(query page) and get and refresh multiple data grids while ensuring direct, fast and
secured access. You can export data from a List page, View page, Edit page, and a grid
to Microsoft Excel, as well as hyperlink from Excel to Sage X3.

Excel report
When exporting to Excel, you are given the option of using an existing template, creating
a template, modifying a template, or using no template at all.

Select the Choose existing template option to create the report using an Excel
template.
Click the Selection icon at the Template field. The List of templates window
appears, from which you can select a template.
Only those templates matching the criteria defined for the template are available
for selection. For example, templates can be made available to only a specific
company.
This is the only option that will extract data from the entity selected and prompt you
to connect with a valid user ID and password.
Select the Create template option to create a new template in Excel using the data
from the entity (such as List).

Sage course curriculum - Version 1.0 Page 99


Copyright © 2016 Sage, Inc. All Rights Reserved
Common tools

Exporting data to Microsoft Excel (continued)


You can save the document created as a template and upload it using the Sage tab in
Excel.
Select the Edit template option to modify a template that was previously uploaded
into Sage X3. The template to modify is selected at the Template field.
After accepting an option, you may be prompted to install the Sage X3 Excel Add-
in if it is not already installed on your system.
Follow the prompts in the Sage X3 Excel Add-ins installation wizard.
Sage X3 ribbon - Excel
After the Sage X3 Office add-in is installed, the Sage tab appears in the ribbon for
Microsoft Excel.

Note: After installing Excel, you may need to click the Enable Editing button that
displays below the ribbon.
When exporting directly to Excel, the server settings and connection are automatically
set based on your browser connection.
When accessing Excel outside of Sage X3, you must define the server settings before
connecting.
If you click Connect and a server setting is not defined, you are prompted for the
server settings before getting the connection window.
The user ID and password entered are the same as those used when accessing
Sage X3 and all security defined applies.

Page 100 Sage course curriculum - Version 1.0


Copyright © 2016 Sage, Inc. All Rights Reserved
Common tools

Exporting data to Microsoft Excel (continued)


Data sources
Click the Data sources button on the Sage ribbon to view, edit, or add additional data
sources to the spreadsheet.

The window that appears displays any filters or sorts that are defined.
Editing the current data source
To define filter and sort information for the current data source, click the Actions icon in
the Workbook settings window next to the Name field and then select Edit.

Sage course curriculum - Version 1.0 Page 101


Copyright © 2016 Sage, Inc. All Rights Reserved
Common tools

Exporting data to Microsoft Excel (continued)


The following window appears.

You can define filter information for each of the columns in the spreadsheet.
By clicking the Filter icon next to the column description, you can select the
operator and the values to define the filter.
Clear the Fetch all check box to limit the number of records retrieved.
In the Order bys section, you can define the extraction sorting order. You can select
multiple columns from the data source before selecting the ascending or descending
order option.

Page 102 Sage course curriculum - Version 1.0


Copyright © 2016 Sage, Inc. All Rights Reserved
Common tools

Exporting data to Microsoft Excel (continued)


Adding data from a pre-defined data source
In the Workbook settings window, select Predefined data sources. The following window
appears

Sage course curriculum - Version 1.0 Page 103


Copyright © 2016 Sage, Inc. All Rights Reserved
Common tools

Exporting data to Microsoft Excel (continued)


The first step is to select the endpoint and the menu item at the Datasource field.
You can either select an endpoint defined as a folder or the Sage X3 Web
(Syracuse) administration endpoint for accessing administration data.
The data sources listed are based on menu items in Sage X3. For example, the
BPs function.

After defining the information, click Apply in the Right panel to apply the new
rows/columns to the spreadsheet.

Page 104 Sage course curriculum - Version 1.0


Copyright © 2016 Sage, Inc. All Rights Reserved
Common tools

Exporting data to Microsoft Excel (continued)


The data from the data source selected is inserted at the current position of the cursor
in the Excel spreadsheet. This can be on the same tab or a new tab.
Adding data from a data source by entity
In the Workbook settings window, select Data model browse to add a data source by
entity.

The data from the data source selected is inserted at the current position of the cursor
in the Excel spreadsheet. This can be on the same tab or a new tab.

Sage course curriculum - Version 1.0 Page 105


Copyright © 2016 Sage, Inc. All Rights Reserved
Common tools

Exporting data to Microsoft Excel (continued)


Publishing
After creating the spreadsheet, you can publish the document so that it can be viewed and
edited through Sage X3. To publish the document on a collaborative space, click the
Publish as button on the Sage ribbon and select to publish as a document or an Excel
report template.

To publish as a document:

Enter a description for the document.


You can use the Teams field to assign the document to a specific team. Only users
assigned to the team can view the document.
If the Read-only check box is selected, only the owner can edit the document.

Page 106 Sage course curriculum - Version 1.0


Copyright © 2016 Sage, Inc. All Rights Reserved
Common tools

Exporting data to Microsoft Excel (continued)


To publish as an Excel report template:

Sage course curriculum - Version 1.0 Page 107


Copyright © 2016 Sage, Inc. All Rights Reserved
Common tools

Exporting data to Microsoft Excel (continued)


Exporting data to Excel from a grid
The process for exporting to Excel is slightly different than the process used when
exporting from a List, View, or Edit page. When exporting from a grid (using the Excel
export option from the Actions icon), you can give the spreadsheet a title as well as define
the name of the tab generated.

When Export is selected in the Right panel, the data is collected and an Excel icon is
added to the Export excel window. Click the Excel icon to view the spreadsheet in
Microsoft Excel.
After clicking the Excel icon to view the spreadsheet, all other options previously
discussed, such as adding data sources and connecting to a server are the same.

Page 108 Sage course curriculum - Version 1.0


Copyright © 2016 Sage, Inc. All Rights Reserved

You might also like