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Export to Excel inc Macro

Printed From: Crystal Reports Book
Category: Crystal Reports 9 through 2020
Forum Name: Data Connectivity
Forum Discription: How to connect to data sources and export reports
URL: http://www.crystalreportsbook.com/forum/forum_posts.asp?TID=2124
Printed Date: 01 May 2024 at 10:03am


Topic: Export to Excel inc Macro
Posted By: infinitydreams
Subject: Export to Excel inc Macro
Date Posted: 24 Jan 2008 at 1:55am
Hi
 
My company has recently introduced Remedy as a new helpdesk management application which uses Crystal Reports in the backend to produce reports.
 
The issue we have is when reports are exported to Excel the formatting is obviously all over the place and even with tweaks here and there it couldn't be sent straight to customers.
 
So is there a way of when you export a Crystal Report to Excel you include a standard Excel Macro? We could then create a simple Excel Macro and use the Auto_run command so that when a customer opens the file it re-formats into the correct layout and style.
 
Look forward to hearing from you!


Replies:
Posted By: Lugh
Date Posted: 24 Jan 2008 at 4:24am
Er, I think you're approaching the problem from the wrong end.  Crystal is capable of exporting to Excel with most formatting options preserved.  Check into your export options.

If that doesn't help, perhaps you could give us an idea of what, precisely, is failing?

Posted By: infinitydreams
Date Posted: 25 Jan 2008 at 1:51am
Problem is in Excel we have fairly specific formatting that includes charts and tables.
 
Via a Macro these can be updated but the idea was to be able to get all the data into an excel file that contains the macro and then auto sent out to customers. Them upon the customer opening the report it runs the macro and formats the report correctly.

Posted By: rvink
Date Posted: 04 Feb 2008 at 2:46pm
A lot of my reports are exported in Excel format. Basic font formatting (size, bold, color, date formats etc) are preserved, depending on the export options you choose. I usually export using "Microsoft Excel 97-2000 (XLS)" and keep the default options except that I like to see the grid lines.

Before exporting I take care that ALL fields and other objects in the report line up with each other - same width and height - otherwise Crystal puts a lot of extra rows and columns to fit all the varying field sizes and the file gets very messy.

As far as I know, you cannot put macros in the exported file, it's pretty much "raw" data.

Posted By: IdoMillet
Date Posted: 04 Feb 2008 at 5:00pm
Consider a 3rd-party tool as a solution (for a list of such tools, see http://www.kenhamady.com/bookmarks.html).  My Visual CUT software allows you to automate the process of exporting and adding/replacing an existing tab inside a given excel file.  So you could build a "master" excel workbook with a Macro and then automatically replace or add a tab to it before emailing the resulting file. 

It sounds like you are doing this for multiple customers and the good news is that Visual CUT can also "burst" a single report, grouped by Customer, so that each customer gets only their data and the process cycles through all customer in a single pass.

- Ido


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view, e-mail, export, burst, distribute, and schedule Crystal Reports.
www.MilletSoftware.com

Posted By: jiss
Date Posted: 08 Jul 2010 at 8:34am
Hi,

you need to convert a XLS document intoPDF ,then use it: http://www.trustdownload.com/System-Utilities/Text-Editors/Free-Excel-Xls-to-Pdf-Converter.html


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