Newbie Questions

Re: Exporting Data to Excel

Patrick Halstead — Fri, 15 Oct 2010 06:15:27 GMT

Hi Zhen,

Yes, you cannot export secondary data sources. I suggest copying the contents into the main data source and then exporting. You could also just treat it as a separate document type in DBXL and report on it that way.

Best,

Re: Exporting Data to Excel

ZhenYuan — Fri, 15 Oct 2010 03:07:58 GMT

Hi Victoria,

Any luck with your export? I am trying to do the same thing now. Export my filtered secondary data (displayed as a repeating table on my form) to Excel on a click of a button.

Export seem to work for only form data and not Secondary data sources.

Re: Exporting Data to Excel

victoria13 — Thu, 05 Mar 2009 09:29:58 GMT

Is there any way to export data from a repeating table to an excel sheet on click of button? (i.e. it should be done programatically.. The user should be able to click a button on the form and the data should be transferred to the excel sheet - without having to use any export wizards)

Note: The repeating table is populated with data from a secondary data source (SQL/web services)

How do I export data from ALL Repeating sections to Excel?

bandreini — Mon, 28 Apr 2008 18:39:22 GMT

Hello,

I'm reading thru the replies on this subject but am still having an issue understanding how to address this... When I export data from my InfoPath 2003 form to Excel, only the data from the first repeating section is exported. How do I export data from all the repeating sections? Is this a conditional formatting or coding issue?

Thank you!

Re: Exporting Data to Excel

Taffman — Thu, 13 Sep 2007 14:44:59 GMT

Im trying to export a form to Excel however the Export optiopn is Grayed out. I've checked that form options foe export via excel is checked, dows anone know of any other reason shy this doesnt work?

Re: Exporting Data to Excel

Ted Fitch — Wed, 16 Aug 2006 03:25:39 GMT

hrmjs,

The ".xsn" file is your entire solution - that is basically a cab file of your InfoPath template. An InfoPath template is a collection of files that together describe your solution. Within your .xsn are a number of other files including the .xsd file which is your xml schema information that Excel needs to map data from your InfoPath file to a worksheet.

Here is a good description of all the general layout of an InfoPath template file and the components within:

http://office.microsoft.com/en-us/assistance/HA011559631033.aspx

hope that helps

Re: Exporting Data to Excel

Shiraz Cupala — Wed, 16 Aug 2006 03:23:40 GMT

Ah ok. There are two ways to get the "schema" into Excel.

Option 1) The easiest is to just open your form, save an empty data file. Then in Excel instead of mapping to an XSD you can also map to an XML file. It will interpret the XSD schema from the sample XML file you created from InfoPath.

Option 2) To get the actual XSD from InfoPath, in InfoPath designer, select File::Save as Source files or Extract Source Files (depending on the version you have). Then in that folder you will find an XSD file which corresponds to your form's main data source. Point Excel to that file.

Note, the second method is required if you have any optional or repeating sections because the empty sample file you save from InfoPath may not include those in a way that Excel can interpret just from an empty sample file.

Re: Exporting Data to Excel

hrmjs — Tue, 15 Aug 2006 13:52:29 GMT

I am using the help directions in excel to try to create my mapping. It refers to .xsd, my InfoPath form template is an .xsn. What is the difference?

Re: Exporting Data to Excel

hrmjs — Tue, 15 Aug 2006 13:43:44 GMT

Any and all help you can offer me on this process is appreciated.

Thanks.

Re: Exporting Data to Excel

Shiraz Cupala — Mon, 14 Aug 2006 21:12:16 GMT

Glad to help. Let us know if you have questions on getting that working or other things. :)

Re: Exporting Data to Excel

hrmjs — Mon, 14 Aug 2006 21:10:29 GMT

Thanks again. I think that may be the solution I have been searching for.

Re: Exporting Data to Excel

Shiraz Cupala — Mon, 14 Aug 2006 18:51:53 GMT

Ah this is a great question. There is not a way to export to the same sheet. However, with InfoPath 2007 and Excel 2007 when you do the export it automatically creates an XML map so that you can open the workbook in Excel and import subsequent InfoPath files.

You can do the same import in Excel 2003 but you have to manually create the XML map.

Exporting Data to Excel

hrmjs — Mon, 14 Aug 2006 17:03:40 GMT

I have a number of forms (same form, different users) and I want to transfer all the information in the fields to an Excel Spreadsheet. When I export it, it opens a new sheet each time. Is there a way to tell it to export it to the one I started with to create a list?

Thanks.