Exporting Data to an External File

The export feature is useful when you query for specific data and want to export that data to a separate file. The exported data in the file might be in Microsoft Excel, but you can import the data into other applications.

Dates or numbers in exported data are formatted according to your computer's regional settings. You can configure your regional settings using the Microsoft Windows Control Panel. In some cases, the formatting depends on the regional settings on the company server. For more information, contact your Siebel administrator.

You export from a list. You can export a single record or a list of records.

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

To export data to an external file  

1. Navigate to the screen from which you want to export data, and run a query to display the records.

2. (Optional) Use the Columns Displayed function to add columns to and remove columns from the list.

   For more information, see "Organizing List Columns".

3. Click the menu button, and then click Export.

   The Export dialog box appears.

4. In the Export dialog box, do the following:

   1. Use the Rows To Export option buttons and Columns To Export option buttons to define the rows and columns you want to export.

      
      

      Note: The order of exported columns is determined in Siebel Tools by the order of the Sequence property values of the columns as they are set in the List Column object. For more information about properties of the List Column object, see Siebel Object Types Reference.

      
      

   2. Use the Output Format option buttons to define the format of the output document.

      To correctly export Siebel data to a Microsoft Excel document, select the Tab Delimited Text File option. Select the Text File With Delimiter option to add quotes around each field value to help differentiate between each column value.

      
      

      Note: For numeric fields, the number of digits to the right of the decimal point that are exported to the document is determined by the regional settings of your operating system. Modifying the operating system settings allows for more digits, up to a maximum value of nine digits to the right of the decimal point.

      
      

   3. Click Next.

      
      

      Note: The export process can take several minutes if you export a large amount of data. A message showing the current status of the export appears (and is periodically updated) at the top of the Export dialog box. Performance might be adversely affected if you export more than 50,000 records.

      
      

      After all of the export data is retrieved, the Show all downloads link appears in the bottom right corner of the screen, and a field containing the external file appears in the bottom left corner of the screen. You can click the Show all downloads link to use your browser to access and manage all files that you export.

5. From the drop-down list for the field containing the external file, select Show in Folder to see the location of the external file.

   You can access this file and modify it.

6. Close the Export dialog box, and click the X next to the Show all downloads link to hide the link and the field containing the external file.