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faq:export_kit_information_excel_routine

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faq:export_kit_information_excel_routine [2015/03/09 15:22]
cliff created
faq:export_kit_information_excel_routine [2015/03/09 15:28] (current)
cliff
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 ====== Excel sample spreadsheet to export kit information from System Five ====== ====== Excel sample spreadsheet to export kit information from System Five ======
 {{:​faq:​getting_kits_from_existing_data.xlsx|}} {{:​faq:​getting_kits_from_existing_data.xlsx|}}
 +  * please review spreadsheet above for formulas needed to build a nicely formatted data load file.  
 +  * To create the initial export, you export a design inventory report with "List Items in Kit" checked. 
 +  * Category, Part Number, and Description are the 3 fields I started with. Add other fields like price or cost to get additional information exported 
 +  * Once you get your excel sheet structured like the one above by inserting the formula and kit related fields, you can select all and then paste values so that if you start cleaning things up, you don't lose the information that the formulas created. 
 +  * Finally you can remove all lines that have a "​."​ for the child cat field. You now have a data loadable file that you can use.
faq/export_kit_information_excel_routine.txt · Last modified: 2015/03/09 15:28 by cliff