OrgPlus 7 User Guide

Importing and Exporting Data
CHAPTER 9
2 Select Export Data from the Data menu. The Export Data dialog box is
displayed.
3 The Available fields section lists all the fields defined in the current chart. The
Fields to export section lists the fields to be included in the export. You can
select any field and then use the Add, Add all, Remove, and Remove all
buttons to define which fields are exported.
4 Use the Move up and Move down buttons to change the ordering of fields.
5 Select Headers if you want the first row of the export to contain field names.
6 Select Reporting Relationship if you want to include hierarchy information in
your export file.
• Select the Based on radio button to generate hierarchy information using an
existing field
• Select the Generate Unique IDs radio button to have OrgPlus create
unique identifiers that describe the reporting relationships in your chart.
7 In the Export What section you can select whether to export the Entire chart,
the Active sub-chart, or the current Selection.
8 Use the Sort data first button if you want to sort the data before export.
9 Use the Export to drop-down list to select whether you want to export to a file
or to the clipboard.
Exporting Data 9-49