CAFAM - TECH NOTES NO 10

 20 JANUARY 2002

      Subject : EXPORTING DATA TO AN EXCEL SPREADSHEET (XLS)
      



 

Note : This tech note is applicable only to users of CAFAM for WINDOWS ONLY

         

   Introduction

We are frequently asked as to “how do I Export CAFAM data to Excel”. This Tech Note sets out the steps to do this.

 

  Procedure 

1.   Ensure your default home Folder has been defined.  Nearly everyone here uses “My        Documents” as their home Folder.  Check within Win Explorer or My Computer that such a Folder is visible and is at the root level.

 

 2.     In CAFAM, go to UTILITIES > AMEND USER PASSWORD > AMEND PREVIOUS ONE and type in the above folder path e.g.  "C:\MYDOCU~1\ would indicate C: drive and  MY DOCUMENTS folder at the root level.

Alternatively create a folder called CAFAMDBF in the Root directory and use this as your folder to store CAFAM generated files.

 

3.     Whenever you generate a Report, you are prompted for “DBF” file as one of the options.  Use this output and CAFAM will create the prompted file name in the above folder.

 

4.    From Excel, open the file created by changing the “File of Type” prompt to read “dbase files” (Type III).

 

The usual problem encountered in step 4 is that the file does not appear to be visible.  This is probably because the default Folder set for your version of Excel is not the same as that where CAFAM has written the file It is not unusual where some Users have been known to have more than one “My Documents” folder located in a different tree off the  C: (or even D: drive).   Check in the “Look in” prompt in Excel when opening the file that the folder is the same as the one you established in step 1 & 2.

     


 

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