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Direct CSV to Excel Template

  • 1.  Direct CSV to Excel Template

    Posted 01-15-2020 10:02
    Hi,

    Im starting to get really sick of updating a standard client excel report manually. I was wondering if anyone knew of a way to use a button to have QB automatically import rows into a spreadsheet which feeds the back end of

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    GMacri
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  • 2.  RE: Direct CSV to Excel Template

    Posted 01-15-2020 15:53
    Looks like you didn't finish your thought here, can you please clarify?

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    Ryan Stanford
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  • 3.  RE: Direct CSV to Excel Template

    Posted 01-20-2020 17:26
    G.

    Use the Juiced Tech XL Docs tool.

    https://www.juicedtech.com/xl-docs

    I have clients using it and they love it. 


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    Don Larson
    Paasporter
    Westlake OH
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  • 4.  RE: Direct CSV to Excel Template

    Posted 03-13-2020 09:50
    Did you ever get an answer to this? I am unable to buy an addon to my company's QuickBase account. I would really like to know how I can do this without having to purchase something.

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    Tonya Ratliff Garrison
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  • 5.  RE: Direct CSV to Excel Template

    Posted 03-13-2020 09:55
    If you have no PHI into your data, you can use the web connections data output feature in Excel to pull reports down. the URL you use is the one for the report itself. Then anytime you run your excel table, itll make a web call and pull your data down.

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    GMacri
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  • 6.  RE: Direct CSV to Excel Template

    Posted 03-13-2020 11:28
    Tonya,
    I have not done this myself, but here are some clues.  Please post back if you get it working.

    http://www.kimgentes.com/worshiptech-web-tools-page/2010/8/18/web-connecting-csv-files-as-external-data-to-excel-spreadshe.html

    ~~~~~~~~~~~~~~~~~~~~~ 
    The text below was form an old Forum posting

    Hi Robin,
    I had the same issues as you: authentication, additional column data, etc.

    I got around this by:
    1/ my URL included a usertoken, options set to tsv
    2/ in Excel, I defined my data query as "From text" and pasted the URL, then reviewed the properties

    Here is an example:

    https://yoursite.quickbase.com/db/YOUR_DATABASE?act=API_GenResultsTable&usertoken=YOUR_USER_TOKEN&options=tsv&qid=YOUR_QUERY_ID

    This pulls the data right into the designate area in the spreadsheet.  I pulled 500 rows without truncation.  Hope that helps.

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    Dean Robson


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    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    mark.shnier@gmail.com
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