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Description: In In this topic you , the user will learn how to export and download entries into Excel from the Entries entries table into Excel.This This allows the user to total the units using the sum formula in Excel.
Role Required: Employee (base user)
Permission Required: N/A
Export/Download Entries Table
- Log in to
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- personal profile
- Select Entries from the submenu
- Use the filters to
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You can also leave the table unfiltered and use filters in Excel (see the Excel Help Tutorials in the Videos section).
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- locate specific entries and click Search OR click the Export button to download the table to a CSV
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- file and use Excel filters to locate specific entries
- The name of the document will be the date,
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- ID number, and a brief description of the table (
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- e.
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- g.
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- , 06012023-
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- 14558-puncheslist.csv)
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It will most likely be saved in your computer’s Downloads folder.
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- Locate the document in the computer's Downloads folder
- Open a blank Excel document and click cell A1
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- Click the
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- Data
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- tab
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- Click
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- From Text
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- /CSV
- Locate the exported file and click Import
9. On the Text Import Wizard, click Finish.
10. Click OK.
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- Click Load
- Use the sum formula to
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- determine the total of the units
See the article How do I download/export, sort, filter, and sum data in Microsoft Excel in the Help Center for more information. (see the Excel Help Tutorials in the Videos section).You can also highlight the entries table and then copy and paste it into a blank Excel document.
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