Keep Formatting from Report Viewer When Exporting to Excel

  • Keep Formatting from Report Viewer When Exporting to Excel

    Posted by Stephanie Tuntland on January 25, 2017 at 11:12 am
    • Stephanie Tuntland

      Member

      January 25, 2017 at 11:12 AM

      Hi There!

      I am trying to figure out how to keep the formatting displayed in report viewer when I export to Excel. Does anyone know how this can be done? When I export, the margins look goofy and some other basic formatting changes. Also… does anyone know how to tell Report Designer to repeat header rows on any multiple report pages?

      Thank you!

      ——————————
      Stephanie Tuntland
      Salo, LLC
      Minneapolis MN
      ——————————

    • Noah Moseley

      Member

      January 25, 2017 at 11:56 AM

      Hi Stephanie.

      Are you on the latest version of Management Reporter? Microsoft added a lot of Excel formatting fixes with their newer releases of MR.

      There is no code to repeat column headers. Column Headers show up one time at the top of the report and that’s it. Sorry.

      ——————————
      Noah Moseley, Senior Consultant at the MSX Group
      Noah.Moseley@MSXGroup.com
      Email me if you need training or consulting services for Management Reporter, Forecaster or FRx.

      Management Reporter and Forecaster User Forums are March 14th and 15th http://www.msxgroup.com/user-forums

      Also, see our new Prospero offering for GP – Your new replacement for Management Reporter and Forecaster – Financial Reporting and Budgeting, all in one application.
      http://www.msxgroup.com/ProsperoGP
      ——————————
      ——————————————-

    • Steve Erbach

      Member

      January 25, 2017 at 12:53 PM

      Stephanie,

      As Noah said, M-R isn’t able to tell Excel to repeat column headings when a Report is exported to Excel. However, once the report is in Excel, you can set the Print Titles… provided you want to print the output. If you want to view it in Excel only, then you’re going to have to insert the column headings manually, I’m afraid.

      As far as the goofy formatting, I’ve found that Excel oftentimes (always?) opens an exported M-R report in something other than “Normal” view… so formatting can look goofy, indeed. We’re on CU15 (the latest, I believe; came out in April of 2016), and this is what we see for options when exporting to Excel:

      Regards,

      ——————————
      “Sparkly” Steve Erbach – Business Analyst & MS Dynamics Platform Administrator
      WOW Logistics – Appleton, WI
      VP for Communication, GPUG WI (Milwaukee) Chapter
      Co-Chair, GPUG WI (Green Bay) Chapter
      GP 2016 (16.00.0439)
      MR 2012 CU15
      Blog: https://www.gpug.com/blogs/steve-erbach
      Twitter: @serbach
      ——————————
      ——————————————-

    • Rob Klaproth

      Member

      January 25, 2017 at 1:11 PM

      Steve,
      I believe your print screen is missing an excel option that forces it to output to normal view.  That option was added in CU14 I believe:
      image1.png
      Setting this option forces it to open in normal view rather then page layout view.  
      Sent from my iPhone

      ——Original Message——

      Stephanie,

      As Noah said, M-R isn’t able to tell Excel to repeat column headings when a Report is exported to Excel. However, once the report is in Excel, you can set the Print Titles… provided you want to print the output. If you want to view it in Excel only, then you’re going to have to insert the column headings manually, I’m afraid.

      As far as the goofy formatting, I’ve found that Excel oftentimes (always?) opens an exported M-R report in something other than “Normal” view… so formatting can look goofy, indeed. We’re on CU15 (the latest, I believe; came out in April of 2016), and this is what we see for options when exporting to Excel:

      Regards,

      ——————————
      “Sparkly” Steve Erbach – Business Analyst & MS Dynamics Platform Administrator
      WOW Logistics – Appleton, WI
      VP for Communication, GPUG WI (Milwaukee) Chapter
      Co-Chair, GPUG WI (Green Bay) Chapter
      GP 2016 (16.00.0439)
      MR 2012 CU15
      Blog: https://www.gpug.com/blogs/steve-erbach
      Twitter: @serbach
      ——————————

    Stephanie Tuntland replied 6 years, 8 months ago 1 Member · 0 Replies
  • 0 Replies

Sorry, there were no replies found.

Welcome to our new site!

Here you will find a wealth of information created for people  that are on a mission to redefine business models with cloud techinologies, AI, automation, low code / no code applications, data, security & more to compete in the Acceleration Economy!