Work Instruction
Functional Area: Business Warehouse / Exporting a BW Report to Excel in BW 7.0
PurposeBusiness Warehouse
Use this procedure to export a report to Excel.
Prerequisites
  • A Business Warehouse report has been run.
  • Excel is installed on the computer.
Helpful Hints
  • When a report is exported to Excel, saved and named, also select to save the report as an Excel file.The reportautomtically defaults to a web page file so the user must manually choose Excel from the "Save as type" drop-down.
  • 7.0 BW may not be able to successfully download a file to Excel if the report contains an enormous amount of data. A 500 Server Error will result from an overload. The best solution is to run a very large report in sections, download to Excel and combine the data from multiple exports.
  • Currently all empty cells within the borders of the report are formatted as text upon exporting to Excel. Reformat the entire report results area to number format ifyou want to insert numbers or formulas into any of the blank cells there.

11/4/2017
Ver: Rev 2013-1 / BW 7.0 Exporting to Excel (1).udc
© University of Cincinnati / 1/1
Work Instruction
Functional Area: Business Warehouse / Exporting a BW Report to Excel in BW 7.0
Procedure
1. / Run a Business Warehouse report..
BEx Web - FM805CH: Current Budget vs. Actuals & Commitments, by Hier - Windows Internet Explorer

2. / Click the Export To Excel button .
File Download

3. / Click the Open button .
Microsoft Excel

4. / Click the Yes button .
/ The valueswill beautomatically repeated for each cell in a collmn.
Microsoft Excel - ZWEB7_FM805CH[1]

5. / Click the File Tab to save the Workbook .
Microsoft Excel - ZWEB7_FM805CH[1]

6. / Click Save As .
Save As

7. / Click the Save as type: drop down. .
/ The default file type is a web document. Change the file type to an Excel format before saving.
Save As

8. / Click the Excel Workbook list item .
Save As

9. / As required, complete/review the following fields:
Field / R/O/C / Description
File name: / Required / Free form field to enter a name for the file being saved
Example:
FM805CH Name
10. / Click the Save button .
Microsoft Excel - FM805CH Name

11. / After editing and saving the file click the close button .
11/4/2017
Ver: Rev 2013-1 / BW 7.0 Exporting to Excel (1).udc
© University of Cincinnati / 1/9
Work Instruction
Functional Area: Business Warehouse / Exporting a BW Report to Excel in BW 7.0
Result
Report data has been exported to Excel.
11/4/2017
Ver: Rev 2013-1 / BW 7.0 Exporting to Excel (1).udc
© University of Cincinnati / 1/9