Export Definition Wizard (DirectLine)
Purpose: This user guide helps you create or modify an ad hoc report extract to Excel.
Audience: Any DirectLine user that needs to extract data to Excel for further analysis or record keeping.
Navigation: Analysis / Export Definition Wizard
- Select Analysis from the DirectLine main menu.
- Select Export Definition Wizard.

You have the choice of creating a new report, revising a current report, or deleting a report. This user guide takes you through the steps to create a new report.
- Select New if not already toggled.
- Select Next.

This screen includes all DirectLine tables you could select from. Megamation has created a single table with all asset fields collected from the various tables.
- Select ASSET_MASTER.
- Select Next.

The next screen will not yet display any fields when you are constructing a new extract report. You will add the needed fields here.
- Select Add.

All available fields will display. If they don't appear in alphabetical order:
- Select Dictionary Name.
- Select the field names you want in the export results as well as any fields you want to sort or filter your extract.
- Select OK when ready. You can continue adding fields as needed.

Your selected fields are displayed as you collect them.
- Use Add or Remove as needed.
- use the Up/Down arrows to reposition the fields as needed.
- Select Next when ready to continue.

The next screen gives you the option to calculate totals on a selected field. You can total up to three fields.
- Select any fields you'd like to total. (This example doesn't include any fields that could be totalled so it's blank)
- Select Next to continue.

The next screen gives you sorting options. You can select up to 8 fields to sort your results.
- Check the boxes you want to include as sorting options.
- Select Next when satisfied.

The next screen gives you up to 8 fields for filtering your extract results.
- Select the fields you'd like available for filtering.
- Select Next when satisfied.

The next screen gives you choices to set up defaults. It includes Sorting and Searching criteria.
- Start with Set Default Sort Criteria.

You can select up to 4 default sorting options.
- Select your default sorting options.
- Select OK to continue.

This returns you to the screen for selecting default values.
- Select Set Default Search Criteria.

This screen gives you choices to select default search values.
- Make your choices.
- Select OK to continue.

- Select Next to continue.

- Create a name for your export.
- Create a description of this export to help you remember what it contains, how it will be used, etc.
- Use the drop-down list in MPC Module to select the area you want to store the extract report.
- Select Finished.

You will be returned to the DirectLine home screen.
Navigate to your export report
Navigation: Analysis / Export Reports
- Select Analysis from the main menu.
- Select Export Reports.

- Select your extract report.
- Review Sort Criteria.
- Review Filtering Criteria.
- Select Export.

Your results will populate an excel workbook.
You can use the excel workbook here or save it to your desktop.
Procedure complete.
0 Comments
Add your comment