Download an Excel Spreadsheet

The user can create an Excel spreadsheet based on the current DSP® page via the following methods:

  • Create an empty Excel spreadsheet

  • Create an Excel spreadsheet containing the columns and data on the current DSP® page

Once the download process is complete, data can be entered into the spreadsheet or modified for future uploading into the DSP®.

The contents of the downloaded Excel spreadsheet defaults to those columns in the Horizontal view that are not hidden or disabled via the “Excel” or “All Views” column properties. Refer to the Page Columns page in System Administration for more information.

NOTE: When columns have column properties of the "All Views” or “Excel” type and are set to "Disabled", those columns are not downloaded via Excel Integration.

NOTE: Columns with the following defined column properties do not apply to Excel and are not downloaded via Excel Integration:

  • Button

  • File

  • HTML Area

  • Image

  • Label

  • tab

  • Toolbar

NOTE: When a column has data disabled via a Data Control View (DCV) and a spreadsheet is downloaded using that existing data, the data is disabled in the spreadsheet as well.

NOTE: When a column has data hidden via a DCV, the data is hidden in the spreadsheet as well.

NOTE: Columns controlled via a DCV should be unaffected during Excel insert.

NOTE: Columns disabled or hidden by a Page Control View (PCV) or User Control View (UCV) are not included in a downloaded spreadsheet.

To download an Excel spreadsheet:

  1. Navigate to the page where the Excel spreadsheet is to be downloaded.

  2. Select Excel Integration from the page gear menu; the Excel Integration panel displays.

  3. Update the Workbook Filename field if desired

    NOTE: The filename format is limited to the standards of the user’s operating system. Illegal characters will be converted to underscores.

    NOTE: If no filename is entered, the page name is used as the default.

  4. Update the Worksheet Name field if desired.

    NOTE: The worksheet name format is limited 31 characters and will be filtered for characters not allowed in Excel worksheet name. Illegal characters will be converted to underscores. If the name entered is longer than 31 characters, it will be truncated to 31 characters.

    NOTE: If no worksheet name is entered, the page name is used as the default.

  5. Enable Include Existing Data if desired.

    NOTE: Only unlocked records will be included in the download. To unlock records, refer to Unlock Records for more information.

  6. On the Download Template tab, click the Download button.

  7. Follow the browser specific instructions that are presented to open the file.