Launching the Excel Export Wizard
Accessing the Excel export wizard
You can run the Export Wizard from:
• your HOPEX workspace (Windows Front-End or Web Front-End)
• the Administration desktop (Web Front-End)
To access the wizard for export of data to an Excel file:
1. Check your export options. See Checking the Excel import/export access options and Checking the Excel import/export usage options.
2. From:
• HOPEX (Windows Front-End) : click File > Export > Excel (*.xls ; *xlsx).
• HOPEX (Web Front-End): click Main Menu > Export > Excel.
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 (Web Front-End): in the Tools pane, select the Excel > Export sub-folder.
The import wizard opens. See Defining the export file template.
Defining the export file template
Excel export through the wizard is in three steps:
At each of these steps, it is possible to pass to the next step or return to the previous step.
So as to ease file parameterization and/or object selection, the HOPEX wizard enables you to use already structured files.
You can use:
• Either a Predefined Template File
A Predefined Template file is an export file template supplied as standard with HOPEX.For more details on predefined files, see Creating Predefined Excel Template Files (Windows Front-End).• Or a User Template File
A User Template File is a file created at a previous export. You can also reuse objects of this file.Afterwards you can modify the selected structure so that the generated file will differ from the template file. To select the template of the Excel file to export:
1. Run the export wizard. See Accessing the Excel export wizard.
The export wizard appears.
2. (Optional) Select the file to be used as a 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 HOPEX.For more details on predefined files, see Creating Predefined Excel Template Files (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. Select the Excel Export File (resulting export file) , which is empty if no template file is selected.
4. (Windows Front-End) If necessary, define another location for the Excel Export File.
5. (Optional) Change the format type to .xls (by default .xlsx).
6. To reuse objects of the existing file, select the Load HOPEX Objects check box.