Support : Dialog Search Aids : Successful Searching : EXCEL

EXCEL

Note: Do not include the .xml and .xsd file type specifications

The EXCEL command produces a Microsoft® Excel spreadsheet 'report' from search results you saved as an XML file and a template you downloaded or created. The EXCEL command is an alternative to clicking Create Report in the Excel Reports section of the Reports tab and selecting a template and a results file from the lists displayed. The resulting Excel report is a tabular presentation of results data, with each record's data forming a spreadsheet row. This is a useful format for search results data that you want to compare or sort, such as company directory records or drug development intelligence.

You can use the EXCEL command when you are online or offline.

Before using the EXCEL command:

• You must have search results saved using the XML command.
• You must have an Excel report template. You can download templates or create your own using the Get Templates, Edit Template and Create Template functions in the Excel Reports section of the Type-Ahead buffer's Reports tab. See Preparing your Excel Template.

Enter an EXCEL command such as:

    EXCEL prospectlist USING companytemplate

where 'prospectlist' is the name of an xml search results file and 'companytemplate' is the name of an Excel template. Note that the results file name and template name do not include .xml and .xslt file type extensions.

DialogLink opens Excel, loads the results data into the template and displays the Excel spreadsheet. The data from each results record is now a row in the Excel spreadsheet. When you close the Excel file, an .xls version of the original file name is created in the Dialog > Link > Download directory. You may also use File > Save As in the normal way to name and save a copy of the Excel file to a different location.

Creating an Excel Report 

top