Create Lists enables you to export selected fields from a review file to a delimited file sent to the client PC. You can import the file into many PC applications, such as spreadsheets and databases.
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Find the review file to be exported and click on the file to highlight it. In this example, we are using an Item Type Review file. Items Items have the i in the Type box. A A patron review file will have the letter p. A A bibliographic review file will have the letter b. Click Click on Export Records.
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Decide what fields to export. This This will be the way the review file will be displayed in Excel. Double-click in the box under Type to get the Select Me box. The review file is an item review file, so pick ITEM for Type. Click OK.
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The Type is now ITEM. Double Double click in the box under Field, this will bring up the Select Me box again. Pick Pick the information to be shown about the item. For For example, CALL #. Click OK.
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Repeat this process until all the information is included that will be exported. Click Click on Append to put a line at the bottom. Click Click Insert to put a line above wherever your cursor is located. Delete will delete the line that is highlighted.
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This will open the Choose output file located on the computer or laptop. We We are going to save this file with a .csv extension to save a few steps when exporting to Excel. Pick Pick where to save the file from the Save In: dropdown. Change the Files of Type to All Files. Make Make sure to name the file ending in .csv. Click Click Save.
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This will automatically put the file in the file box next to Browse. Click Click OK.
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This will bring up the Exporting message. The The message will go away as soon as the file has exported to the destination on the computer or laptop.
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Excel does not automatically change your BARCODE field from General to Number. Highlight Highlight the BARCODE column.
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Tip: Click on the dropdown menu on the Number field to change General to Number. |
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The BARCODE has changed from 1.03E +12 to a number. However However, it will probably have a few extra decimals at the end.
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Click on the Sort & Filter dropdown arrow. One One option is to use the Custom Sort to sort columns.
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Once the Custom Sort is chosen, the Sort box will appear. This This will sort of any one of the columns by any of the fields that have been exported. Change Change the order for A to Z or Z to A. Click OK.
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Another option is the Filter instead of the Custom Sort. Filters Filters sort each column individually.
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Tip: Highlight the top row. Click Click on Sort & Filter. Click Filter. There is a dropdown arrow for each column. Sorting each column will sort the entire spreadsheet. |
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Click File and Save. Depending on what version of Windows, change the CSV (Comma delimited) to either Excel Workbook or Excel 97-2003 Workbook. Click Click Save.
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Related Documentation
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