Copying HTML screen views to an Excel Worksheet.

Several of the system’s report pages offer Export to Excel. Those “Exports” are in reality a true data dump and may contain several data points not seen in the on-screen view. These might be the very reason you are exporting to excel and then again they may be a real pain. In any case the Export is purely a data dump and none of the embedded functions will not copy down, just the data itself.

An alternative, especially if you just want the screen data I a manageable format, which we want to share, is that you can Copy & Paste the screen. The report is already in a “tables” format with and can be moved to Excel with a standard Copy & Paste. Once again you won’t get the functions behind the data but you also won’t get a bunch of extraneous data that you have to delete out. What you will get is the data as displayed on the screen Pasted into an Excel worksheet.

Simply click the top most value on the upper left of the screen, including any groupings. Use the scroll bar to move to the bottom of the screen, press shift and click the value on the last most right hand field. All the values should now be highlighted. Simply right click, Copy and you can Paste the result into an Excel worksheet. You will most likely need to adjust a few column header widths to get the layout looking right, especially the groupings but cleanup is a lot simpler than deleting out all the extra data likely to come with the Export.