Common Features : Using the Repository : Exchanging Data with Excel : Using the Export Wizard
   
Using the Export Wizard
 
Running the Export Wizard
New export file
Existing export file
Export steps
Defining File Parameters
Creating an Excel worksheet
Creating worksheet columns
Excel file configuration example
Selecting Objects to be Exported
Running Export
Example of generated files
Running the Export Wizard from a List
Running the Export Wizard
You can run the Export Wizard from:
• your MEGA workspace (MEGA Windows Front-End or MEGA Web Front-End)
• the Administration desktop (MEGA Web Front-End)
To run the wizard for export of data to an Excel file:
1. From:
• MEGA (MEGA Windows Front-End) : click File > Export > Excel (*.xls ; *xlsx).
• MEGA (MEGA Web Front-End): click Home > My Tools > Excel > Export.
*If this file is not available, open the options window, select Data Exchange > Export > Tools/Third Party Formats and check that option Excel (.xls, .xlsx) is selected.
• the Administration desktop (MEGA Web Front-End): in the Tools pane, select the Excel > Export sub-folder.
The export wizard appears.
2. Select the export mode for the file:
• New Export File: no file is selected as template, you must define file parameters (which constitute the structure) as well as objects to be exported.
*See "New export file".
• From Template: you can use an existing Excel file as a template, or a template supplied as standard with MEGA. The wizard automatically displays the structure of the file used as a model. You can modify this structure so that the generated file will differ from the template file. You can also reuse objects of the existing file.
*See "Existing export file".
New export file
To export data in a new file:
1. In the export wizard, select New Export File, then click Next.
2. Enter the name of the file to be created.
3. (MEGA Windows Front-End) If necessary, define another backup location.
4. If necessary, change the format type to .xls (by default .xlsx).
5. Click Next.
6. Define file configuration. See "Defining File Parameters".
7. Click Next.
8. Select objects to be exported. See "Selecting Objects to be Exported".
9. Click Finish to start export.
Existing export file
To initialize the export file from an existing file:
1. In the export wizard, select From Template mode, then click Next.
2. Select the file to be used as template:
• Either by scrolling the list of files in the Predefined Template File.
*A Predefined Template file is an export file template supplied as standard with MEGA.
*For more details on predefined files, see "Creating Predefined Template Files (MEGA Windows Front-End)".
• Or by indicating the name and location of a User Template File.
*A User Template File is a file created at a previous export.
3. In Excel Export File, indicate name and location of the export file.
4. To reuse objects of the existing file, select the Load MEGA Objects check box.
5. Click Next.
6. Define file configuration. See "Defining File Parameters".
7. Click Next.
8. Select objects to be exported. See "Selecting Objects to be Exported".
9. Click Finish to start export.
Export steps
Whatever the selected mode, file export is in three steps:
• "Defining File Parameters"
• "Selecting Objects to be Exported"
• "Running Export"
At each of these steps, it is possible to pass to the next step or return to the previous step.