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[Joe Scheidecker]

Does anyone know of a way to include your search criteria options when you export SmartList/SmartView results to Excel? I’ve searched high and low and cannot find a setting or option in GP to include this information in the export. TIA for any help!

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Joe Scheidecker
Accounting Manager
Guardian Energy
Hankinson ND
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[Jo deRuiter]

Hi ?

I don’t think there is a way to export the options you chose to run the SmartList out to Excel with the SmartList.

If you explain the reasons you need this we may be able to help you with a work-around to that.

Just let us know.

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Kindest Regards,

Jo deRuiter , MCP, DCP
“That GP Red Head”
Advanced Credentialed Professional-Dynamics GP
GPUG Academy Instructor
GPUG GP Credentialing Exam Committee
Chairman, GPUG Partner Advisory Board
Dexpro Dynamics LLC
Senior Consultant
Milwaukee, WI
770-906-4504 (Cell)
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[Windi Epperson]

I’m with Jo, no easy way that I know of, but you could export your data then within Excel, choose InsertScreenshot to get a capture of the window.  Not a great solution, but maybe an option.

Let’s also ask from the SmartView side of things.  She might have a different answer from that product.
Thanks
Windi??

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Windi Epperson
President/GP Senior Consultant
Advanced Integrators, Inc.
Norman OK
405-946-1774 ext. 102
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[Nicole Albertson]

SmartView does not export the search criteria either.  I will enter a product suggestion to have it do that.  The best place I can think of to put it would be on another worksheet.  Otherwise it may be in the way when users try to do things with the data in the main sheet.

Any thoughts?

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Nicole Albertson
Product Manager
eOne Solutions
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[Mark LeRette]

IMO, if search criteria is needed in the Excel file, I would think the best way to capture that would be to export the complete smartlist dataset to Excel and then utilize your search criteria as a filter in the worksheet.

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Mark LeRette
Application System Analyst II
Muscatine Power & Water
Muscatine IA
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[Kirk Livermont]

Put the search criteria in excel and bypass smartlist altogether.

Step 1: Make sure your AD user has select properties on the view or tables you will be querying.
Step 2: In excel choose the data tab and get data from Microsoft Query (don’t choose SQL Server even though your intuition will tell you to).
Step 3: Enter server information. I am often a little lazy here and use the ‘sa’ account but it isn’t strictly necessary. All you need to do is establish the connection so I often just get the server collation.
Step 4: On the data tab choose connections and alter the connection string. If you used the server collation like I often do for the initial connection be sure to include your company database name in the connection string (USE YourCompanyDBName).
Step 5: Shift the data down a few rows.
Step 6: Begin adding where clauses to the query but follow the where clause with a question mark.
Step 6.5: This will allow entry to the Parameters section in the connection properties windows.
Step 7: Within the parameters windows define which cells will be use to alter the where portion of the query. (I typically prefill these with wild cards (%) or the expected data type especially when dealing with dates).
Step 8: Provide workbook to appropriate users.

I think I missed step 4.5. When it asks for credentials check the box for windows authentication and specify the server principal name.

Step 9: Profit.

Best regards,

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Kirk Livermont
Assistant Operations Manager
J. Rousek Toy Company Inc.
Bishop CA
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