Exporting an Excel spreadsheet from an RTC 2.0 Query page
Hi,
I want to be able to track the line items using a spreadsheet, as we are getting into Agile. However, the icon on the top right -Download as Spreadsheet (.csv) option does not work. Nothing happens when I click on the icon-not even an error message. On one or two occasions, I right clicked a page of "line items" and saw the Export as Excel option, and was able to open an empty Excel sheet. I went through Data> Import External Data> Edit Query, but the page did not populate. I got a Javascript error. My Java settings are intact. My question is, does RTC 2.0 support the generation or export of a spreadsheet, with all the formatting intact? Or a CSV file, with minimum formatting? Please note that I am not referring to the Report generation option, but instead, a query page, from where I want an Excel sheet. Thank you. Thelonius Monk |
5 answers
Thelonius,
Run a query in the web UI. Note the name of the query. Click the "Download as Spreadsheet (.csv)" button as you said. Look in your downloads folder for a .csv file with the name of the query. Jelly Roll Morton. |
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Hi Jelly,
Thank you for responding. My main issue is that nothing happens when I click the Download as Spreadsheet (.csv)" button. Either I should get an error message or a Download window from Firefox, or something similar. In the status bar below, too nothing happens. I am beginning to wonder if there is a Microsoft enabled setting I should ensure, to be able to connect to the Excel download command. regards Thelonius |
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For some reason this is not working for me in IE but it is working in Firefox and Chrome. IE shows the download button as grayed out. So I will continue to investigate. But in the meantime if you try it with Firefox or Chrome it might work for you.
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I cannot find documentation on exactly what setting needs to be changed to allow .csv downloads on IE. I am running IE 9 and used the fixit tool provided by Microsoft to reset IE. This worked for me. Take a look at:
http://support.microsoft.com/kb/923737 Note that this will reset all your browser settings, and not just the ones for controlling .csv downloads. |
When I am in the create query or edit query mode the button does nothing, however if I save the query and run it through the My Queries option, the button is enabled and works if that helps.
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