Fundamentals > Sharing Information >

Exporting Data

The export feature is valuable when you query for specific data and need to export it to a separate file. The exported data in the file can be read in Microsoft Excel or imported into other applications.

If the data you are exporting includes dates or numbers, they will be formatted according to your machine's Regional Settings properties. Your Regional Settings are configured using the Microsoft Windows Control Panel. In some cases, the formatting may depend on the Regional Settings set up by your company on the server. Check with your Siebel administrator.

Exporting is performed from a list, allowing you to export a single record or a list of records.

NOTE:  If a record you export includes a multi-value group field, only the primary value for that field is exported.

To export data to an external file

  1. Navigate or query to get the list of data you want to export.
  2. Click the menu button, and then click Export.

    3. The Export dialog box appears.

  3. Use the Rows To Export and Columns To Export option buttons to define which rows and columns you want to export.
  4. Use the Output Format option buttons to define the format of the output document.

    5. NOTE:  To correctly export Siebel data to a Microsoft Excel document, you should use the Tab Delimited Text File option.

  5. Click Next.

    6. The File Download dialog box appears.

  6. Select Save This File to Disk and click OK.

    7. The Save As dialog box appears.

  7. Type the desired filename (indicating the path if necessary).
  8. Click Save.

    9. CAUTION:  Depending on the amount of data you are exporting, this process can take several minutes. Performance may be affected if you are exporting more than 50,000 records.

    NOTE:  Only fields exposed in the user interface are available for export from the menu button. If there is a buscomp field that is not exposed in the user interface, it will not be available for export until it is exposed in the user interface.


 Fundamentals 
 Published: 14 August 2003