Data Manager : Export records to excel

[former_member189669]

Hi MDM pals,

Data manager offers an user to select records in a repository and export them to an excel file.Options exist to choose fields and Qualifiers to be exported.Output file will be a single excel file with all records in distinct columns.

Having said that, I am in need of exporting records in main table and qualified lookup tables with respective qualifiers into different excel files. Please advise how to split the same.

Need stated as below :

1) Excel file 1 : Main table (Customer)

2) Excel file 2 : Qualified Table 1 (Sales Data) - Should contain Sales records(non qualifiers and qualifiers) for each customer.

3) Excel file 3 : Qualified Table 1 (Pricing Data) - Should contain Price records(non qualifiers and Qualifiers) for each customer.

Regards,

Vinay M.S

[Former Member · Accepted solution]

Hi Vinay,

Yes this can be achieved but you need to perform the export three times.

1) Main table (Customer)

Go to File -> Export To -> Excel, select all the fields, this will simply export all the main table records. If you want to export selected records then either select them manually or perform the search and then go for export.

2) Excel file 2 : Qualified Table 1 (Sales Data) - Should contain Sales records(non qualifiers and qualifiers) for each customer.

Go to File -> Export To -> Excel, remove all the main table fields, select Customer Number field and the Lookup Qualified field Sales Data from the list of available fields and move them to Fields to Export, once you move Sales Data field, Qualifiers Check box will get enabled, Check that and you will get the list of Qualifiers in the available fields, either you can select all the qualifiers or the selected ones depending upon what you want in the excel file. Just click on OK and check the output file.

3) Excel file 3 : Qualified Table 1 (Pricing Data) - Should contain Price records(non qualifiers and Qualifiers) for each customer.

Similar to 2

Regards,

Jitesh Talreja

[Former Member]

Hi Vinay,

As rightly mentioned in the above post,You can achive this by exporting thrice.

As MDM gives you the feature to export the entire Repository content which includes both main table and sub table records in one single excel file.

But if you want them in 2 separate files then accordingly you need to select the desired fields for each export and export them individually.

Hope It Helped

Thanks & Regards

Simona Pinto