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43.6 Export Reports to Excel |
  
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43.6 Export Reports to Excel |
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43.6.1 Latitude allows you to directly export reports to Excel, this works well for simple tabular reports, but not for more complex 'grouped' reports.
If you have Acrobat Writer software, very good results can be had by 'printing' Latitude reports to Acrobat PDF format and then copying and pasting tabular data into Excel for further processing.
If you do not have Acrobat Writer, a better result when exporting reports to Excel can be often obtained by firstly exporting to Word and then cutting & pasting into Excel, rather than by exporting directly to Excel from Latitude.
43.6.2 Due to conflicts between how Microsoft Access and Excel handle; group headers, footers, calculations, labels and columns (Reference http://support.microsoft.com/kb/208838), it is recommended that, for all but simple reports, reports should be exported as html files first. The html file can then be opened in Excel, the exported file will have almost the same formatting as shown in the Latitude report. Some manual adjustments to the Excel file may be required, but much less than using a direct export.
To export a report as an html file;
If using a "Full" version of Microsoft Access 2003/2007/2010
When previewing the report -> right click -> select Export -> HTML Document
Specify the destination path and filename -> click OK -> choose the Default Encoding for HTML Output Options -> click OK -> click Close
If using a "Runtime" version of Microsoft Access 2003
Customise the Toolbar and Enable the Export button
If using a "Runtime" version of Microsoft Access 2007/2010
Option not available
Open the html file using excel, make any required adjustments, and "Save As" an Excel Workbook (*.xlsx) or Excel 97-2003 Workbook (*.xls).
If you do use; "Output to Excel", "Analyze It with MS Excel", or "Office Links" to export a Latitude report to Excel, some common actions to fix the Excel file layout include;
Removal of any trailing (extra) columns
Correcting Headings - There are instances when the actual Access field names are exported instead of column headings as shown in the report. Manually rename the column headings.
Re-aligning rows/columns as required