Downloading Queries to Excel and CSV Files


Concept


Steps:

  1. Begin by navigating to the Query Manager search page.

     

    Click the Reporting Tools link.

    Step 1
  2. Click the Query Manager link.

    Step 2
  3. Use the Query Manager search page to define search criteria for an existing query.

    Step 3
  4. Enter the desired information into the begins with field. Enter

     a valid value
     e.g.
     "DEG"
    .

    Step 4
  5. Click the Search button.

    Step 5
  6. Click the HTML link.

    Step 6
  7. The DEGREES query results are displayed in a new browser window. You have the choice of downloading query results in an Excel spreadsheet or a CSV text file. Excel 2000 or later is preferred. For Excel 97, select the CSV Text File link for downloading large result sets.

     

    Click the Excel SpreadSheet link.

    Step 7
  8. Click the Open button.

    Step 8
  9. The results of the query are now displayed in an Excel spreadsheet. You can save this spreadsheet as a file on your local hard drive by choosing File, Save.

    Step 9
  10. Click the Back button.

    Step 10
  11. You downloaded the query results in an Excel file.

     

    Now, save the results to your desktop as a CSV text file.

     

    Click the CSV Text File link.

    Step 11
  12. The File Download window provides you the option of opening the file or saving it to disk. Choose the Save option.

     

    Click the Save button.

    Step 12
  13. Click the Save button.

    Step 13
  14. You are notified that the download is complete. Close the File Download window to return to PeopleSoft.

     

    Click the Close button.

    Step 14

In summary, you can download query results from the browser window to an Excel spreadsheet, or to a CSV text file.

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