Exporting Data to MS Excel
Sometimes it can be useful to manipulate JobTracker data further using Excel. Here's how ...
Note that we can't support Excel itself, but we're happy to help you set up your views properly to export to Excel. Just email us and let us know what you're trying to do.
Copy and Paste
The simplest way to export data into Excel is to copy and paste.
First, make sure the view you're copying is showing as many rows as possible - click Options and type 9999 in Rows per page:
Then, type Ctrl-A to select the whole page, Ctrl-C to copy, go to Excel and type Ctrl-V to paste.
Here's a video showing the whole process:
"Import Web Data" aproach
Unfortunately, due to the web browser embedded in Excel, this approach does not work on all machines. For that reason, we can no longer support the "import web data" approach shown below and recommend using the copy-and-paste approach, shown above.
This approach is more complicated than copying and pasting but has some advantages, particularly if you import the same data on a regular basis. If you are looking to create an "Excel dashboard" of your JobTracker data, consider reaching out to Kim Duda of Duda Consulting, who has done this for dozens of fabricators.
NOTE: Requires MS Excel 2003 or newer
NOTE: REQUIRED CHANGE TO YOUR BROWSER'S SECURITY
Microsoft recently tightened up security restrictions, so if you're getting this error, you MUST change your Internet Explorer security settings as discussed in this article.
NOTE: if you copy and paste a long URL, you'll likely have problems with Excel. Instead, you should save the report and copy a link to the saved report.
- Create a View or Report showing the information to be exported into Excel.
* For instructions on creating Views or Reports, see Related Articles at the bottom of this article.
- Click the Options... button, set Rows per page to at least the total number of rows in View / Report.
- Open MS Excel
- In Excel 2003, go to Data::Import External Data::New Web Query
- In Excel 2007, go to Data::From Web
- This opens a mini web browser. In the Address bar, enter the link to JobTracker/CounterGo, log in and navigate to the desired View or Report.
* Alternatively copy & paste the URL from JobTracker/CounterGo using CTRL+C / CTRL+V.
- Click the yellow arrow pointing to the table you want to import. It will turn into a green checkmark.
- Click Import and click OK
Excel 2016 and Later
You have to turn on "Legacy" data import wizards in Excel 2016 and later (and it still doesn't work for some combinations of Excel and Windows):
- Once exported, data can be sorted, charted, edited and saved like any other spreadsheet.
- The resulting spreadsheet can be used as input to a mail merge in MS Word or other program.