Exporting Grid Data to Microsoft SharePoint Using Microsoft Office 365

  1. Launch an application with a detail area, and then click the Find button to load the detail area with records.
  2. Click the Tools icon, and then click the Export Grid Data menu. Alternatively, you can click the Export Grid Data icon in the grid.
  3. On Export Assistant, select Cloud Storage.
  4. Select one of these options:
    • Export To Excel

      Use this option to export grid data to a new workbook. By default, the Excel file name is Book1.

    • Export to an existing Workbook

      Use this option to export the grid data to an existing workbook in the Microsoft SharePoint location defined in the softcoding record. Define the Starting cell address if you want the data to be exported in a specific cell.

    • Export to Comma Separated Values (CSV)

      Use this option to export grid data as a CSV file. By default, the CSV file name is Book1. Use the drop-down in File Character encoding field to select the text encoding of the CSV file.

    Note: Define Cell Range option is set to All. This exports all rows and all columns. You can use the Selected and Range options if you want to export specific grid data.
  5. Click the Browse button to open the Microsoft SharePoint location defined in the softcoding record.

  6. Click to select the folder where you want to export the grid data. If you are exporting the grid data to an existing workbook, double click the folder and select the workbook in which you want to export the data.

  7. Click Continue.

    In Export Assistant, you can see the selected location in the Save Location field. Enter a name in the Excel file field if you are exporting the data to a new workbook.

  8. Click Continue.