You can save data from spreadsheet and list dialog boxes by exporting it to a file. By exporting spreadsheet data and views to a file, you have a backup copy of a report to reference later or import into another case. This is especially helpful if you have organized fields into a spreadsheet view that also include custom fields.
When you export data, CaseMap creates a text file and loads the data from the spreadsheet or list dialog box into it. The format of the data in the text file is based on the file type you select during the export.
Export data to the following text file formats:
| • | Delimited text files — A text file where each field value is separated by a comma or tab character. |
There are two comma delimited text file types: .csv and .txt. The .csv file type allows you to open the file using Microsoft® Excel without having to modify the format of the file. The .txt files requires you to format the file prior to viewing it in Excel.
| • | Non-delimited text files — A text file where each field value is displayed on a separate line. |
Data export considerations:
| • | If spreadsheet data has been filtered, then only the filtered data or current spreadsheet view will be exported. |
| • | The tag field and any tag icons for case records are not loaded into the export text file. |
| • | Data from check boxes and Evaluation fields displays as text instead of icons. Text files cannot display graphic images. |
| 1. | Organize and/or sort the spreadsheet to include only the fields and records you want to export. |
| 2. | On the File menu, click Export. |
| 3. | In the Save As dialog box, navigate to the network folder where you store reports and other case information. |
| 4. | In the File Name field, type in a name for the spreadsheet view or report. |
| 5. | In the Save as type field, click on the file type you want to use. |
| 6. | Click Save to continue. |
| 7. | In the message box to confirm the export, click Yes to open the exported file and review it or click No to skip this option. |
You can now import the file into another CaseMap case, if needed.
|
| 1. | In the List dialog box, click the Export button. |
Access list dialog boxes by double-clicking in a spreadsheet's # field, a CaseWide bar, or Evaluation Comparison cell for which you want to view data.
| 2. | In the Save As dialog box, navigate to the network folder where you store reports and other case information. |
| 3. | In the File Name field, type in a name for the spreadsheet view or report. |
| 4. | In the Save as type field, click on the file type you want to use. |
| 5. | Click Save to continue. |
| 6. | In the message box to confirm the export, click Yes to open the exported file and review it or click No to skip this option. |
You can now import the file into another CaseMap case, if needed.
|
