AX2228

Setting up file processing: Export to file

Using file processing, you can export data from an Axiom file to a delimited text file, and then save that file to a file location and/or email it.

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In order to use file processing to export data, two setup steps must occur:

  • The file must be set up with export-to-file tags, to specify the data to be exported. For more information, see Placing data export tags in a sheet.
  • The file must be enabled for file processing, and configured to export to a file. This process is discussed in this topic.

To set up file processing to export data to a file:

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  2. In the File Processing pane, for Processing Type, select Export to Delimited Text File.

  3. In the Sheets to Process box, enter the name(s) of the sheet(s) to process.

    You can click the Select worksheets button to select sheet names from a list, or you can type the sheet names. Separate multiple sheet names with semicolons.

    The sheets to process are the sheets from which data will be exported. This setting does not determine which sheets will be refreshed before data is exported; the refresh always applies to all sheets in the file when using file processing.

    Any sheet included here must be set up with export-to-file tags, or else no data will be exported from that sheet when the file is processed.

  4. From the Export File Type list, select the type of file to create for the data export. You can select CSV (comma-delimited), or a variety of different TXT formats using different delimiters.

    NOTE: If text in a cell contains the delimiter, that text will be qualified using double quotation marks in the export file.

  5. By default, the export file will include a header row that uses the tags in the export-to-file control row. If you do not want a header row in the export file, then set Include Column Headers to Off.

  6. In the Output File Settings section, complete the following settings to determine the delivery of the output file (or files):

    ItemDescription

    Output To

    Select one of the following:

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    Output file name(missing or bad snippet)
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    File Generation

    Select one of the following:

    • Create a Single Output File (default): The results of each pass are collected into a single output file. Note that if you selected multiple sheets to process, you will get a single output file for each sheet. In the latter case, the sheet name is automatically appended to the output file name.
    • Create an Output File for Each Pass: The results of each pass are saved as individual output files. For example, if the multipass settings result in 10 passes, then 10 output files are created (one file for each pass). Note that if you selected multiple sheets to process, you will get an output file for each sheet / pass combination.
    Save or Email Files

    Select a delivery option for the output file (or files):

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    Purge Setting

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    Remote Data Connection

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  7. If you chose to email the output file (or files), complete the Email Settings:

    ItemDescription

    To

    Bcc

    Enter the email addresses to receive the output file via email. Separate multiple addresses with a semicolon.

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    From

    Select one of the following to specify the From address:

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    Subject Line(missing or bad snippet)
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    For more information, see How email is delivered for file processing.

  8. If you want to use multipass processing on the file, then complete the MultiPass Settings.

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  9. When you are finished configuring the file processing settings, click File Options > Save to save the settings in the file.

Results

Users can now use File Output > File Processing to process the file. The following actions will occur:

  • When using Process File, the file will be refreshed "as is," the data will be extracted to the specified file format, and the export file will be saved and/or emailed according to the file processing settings.

  • When using Process File Multipass, the file will be refreshed using a multipass filter to limit the data to the current multipass item (for example, for the current VP if processing by DEPT.VP). This process will occur for each unique multipass item being processed, with a different multipass filter being applied for each pass.

    If the file generation is to multiple output files, then the data is extracted to the specified file format after each pass, and then saved and/or emailed according to the file processing settings.

    If the file generation is to a single output file, then the data from each pass is extracted and stored in memory until all passes are complete. When all of the passes are complete, the data is placed in the specified file format, and then saved and/or emailed according to the file processing settings.