Exporting into Excel

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MSSI MSSI

• October 27, 2020 19:04

Is there a way to design a PDF that will copy and paste like a loop screen into excel in different cells? 

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  Nathan H

  • October 28, 2020 00:36

  There is.  We do this with one of our apps because at this time it offers the best temporary option if that makes sense.

  If you use the PDF designer and start with a blank, you can add the desired loop screen object(s) to the report and then add or remove columns, change column order, set column widths, etc. as needed.

  Run some tests, adjust, repeat as necessary until you have it looking / acting like you want.

  When you copy and paste into Excel, it will sometimes (or all the time) add trailing spaces at the end of the entries.  To combat this I just used the =TRIM() formula in Excel in another column that references the column that the data is pasted into.  Then any further processing or work that is done in Excel is based on the trimmed data rather than the original pasted values if that makes sense.

  Depending on your use case, you can also set up Business Insights and use a column map and then just download the submission(s) you need.  Under some circumstances, this can actually take longer than just copying / pasting into Excel - which is why we have the temporary solution for that one app.

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  MSSI MSSI

  • October 28, 2020 16:03

  Hello Nathan,

  I have already set up the PDF the exact way i'd like to paste it into excel. However when I paste it , its all in one single cell vs the multiple cells i'd need info in.

   

   

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  Nathan H

  • October 28, 2020 17:01

  Hi Daylin.

  What PDF handler are you using?

  This seems to not work in Adobe products unless you have a paid version with the "export to excel" option...

  It doesn't seem to work in the built-in PDF handler in Google Chrome either.

  It works great in Foxit Reader though.

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  Nathan H

  • October 28, 2020 17:05

  Another option, if you have Microsoft Word, is to open the file with Word which will then attempt to convert it into Word format (pretty successfully in the test I just did).  Then you can copy from there to Excel.  An extra step, but it works.

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