Direct CSV to Excel Template
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 spreadshe...
Forum Discussion
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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GMacri
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MarkShnier__You
Qrew Legend
Qrew LegendTonya,
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
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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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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.
------------------------------
Dean Robson
------------------------------
Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
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