Exporting to excel with summary data

[gdebruin123]

Hi, I hope someone can help me with exporting records to excel.

In my FM database I have records with customer sales history, it is sorted by State and on the layout I have summary fields and then grand summary fields.

I want to export a found group in FM to Excel but retain the summary fields. I have tried to import from within Excel but get the error message "object not found". I can of course export from FM to excel but I have no summary rows.

Appreciate the help.

[gdebruin123]

I had really hoped someone could help with this challenge. It am not a newbie at FM and have run into this issue that I can't seem to resolve. Anyone out there that can help. I am happy to hire someone to help make this work for us. Thanks.

[comment]

I am not sure where your difficulty lies. If you include the summary fields in the export order, you will get the summary values. For sub-summary values, you must first sort the records by the break field/s - then you will get an option to group the records when exporting.

[gdebruin123]

I am sure there is an easy explanation for this all however I am not seeing it and appreciate your reply. I have attached two screen shots. One from FM file where the sorted records are. There are 70 records. The other from the excel file that is the export result. As you can see only four show up. Secondly the summary fields are on the same row which is not what I want, want to get the same look as I have in FM but now in excel. Hope this makes sense.

Again appreciate the help.

Picture_2.pdf

Picture_1.pdf

[comment]

I am afraid the screen shots are not telling much: perhaps you should post a file, so we can see how those summary values are produced, and what needs to be done in order to include them in the export.

As for the "look", I don't think you have much control over that.

AFAIK, there never will be summary rows in an Excel export - every row will be a record (or a group of records, if you export as grouped), and any summary value will be a cell in the same row.

The only way I know of that can produce a customized Excel output is to export as XML using a custom XSLT stylesheet to transform the result to Excel 2003 XML format (which is a native format to Excel). This is not a trivial undertaking, but it provides full control over which value goes into which cell.

Alternatively, you could post-process the output in Excel itself, or construct a "viewing" file that could look at the export and present the values re-arranged to your liking.