Method:Classic General Q&A

Re: Export to Excel eats my data

Fred_D — Tue, 14 Aug 2012 20:38:22 GMT

Thanks for clearing that up. Sorry I misunderstood. Will get screen shot out later. Right now working on getting a hundred or so new membership cards out.

However, when I bring up any table in Method, my view is truncated to only as many columns that will fit on the display and I am not aware of any way to shrink it or view more columns (no scroll bar at the bottom). So, I can only give you a partial picture.

Fred

Re: Export to Excel eats my data

Anonymous — Tue, 14 Aug 2012 20:28:48 GMT

Fred_D:
Sorry to not understand, but what you do mean by "grid"?

Hi Fred, by grid I just mean the table your trying to export. I assume you have a screen with your data and you've got a button with the action to export to excel. I want to see the layout of that screen and the data that it's trying to export. From your earlier post you're not using the import/export tool so there is some customization on your end to get this data out.

Re: Export to Excel eats my data

Fred_D — Tue, 14 Aug 2012 20:05:36 GMT

Sorry to not understand, but what you do mean by "grid"?

Fred

Re: Export to Excel eats my data

Anonymous — Tue, 14 Aug 2012 19:19:52 GMT

Fred_D:
What specifically do you want a screen shot of?

I wanted to see the grid you're trying to export - my testing produces no problem in the exports but I don't know what your grid looks like so I was hoping you could take a screen shot of what you're trying to export. I'm hoping to recreate your grid, run the same export myself and see maybe a specific combination of fields causes a problem.

Re: Export to Excel eats my data

Fred_D — Tue, 14 Aug 2012 19:00:43 GMT

Thanks! What specifically do you want a screen shot of?

Fred

Re: Export to Excel eats my data

Anonymous — Tue, 14 Aug 2012 13:57:35 GMT

Fred_D:
i haven't made a screen shot in years...

Hi Fred, if you're on XP the directions for a screenshot can be found here. And for Vista/Win7 they're located here.

Re: Export to Excel eats my data

Fred_D — Mon, 13 Aug 2012 22:31:52 GMT

Nothing is different in how data is entered into QuickBooks, unless they changed their formatting. In our database, BillTo and Ship to are always identical.

Fred

Re: Export to Excel eats my data

Fred_D — Mon, 13 Aug 2012 22:29:55 GMT

i haven't made a screen shot in several yeas and it was several versions of Windows ago. I'll try and get one to you.

Fred

Re: Export to Excel eats my data

Method_Paul — Mon, 13 Aug 2012 22:13:30 GMT

Also - you say on some customers after June it works on, but on other customers after June it doesn't?

Is there anything different about their account in terms of what data is entered? For example, on the ones that it does work on, do you have both the ShipTo and BillTo address entered, whereas the ones that it doesn't work on only have the BillTo address entered? Since there are two addresses, it's important to know which data field you are exporting from, and that there is data in the right field.

Paul

Re: Export to Excel eats my data

Anonymous — Mon, 13 Aug 2012 22:03:33 GMT

Fred, if you're able please send in a screenshot of the grid you're exporting so I can replicate the scenario. The export tool is working from what I can see but I want to make a copy of the grid you're looking at to confirm.

Re: Export to Excel eats my data

Fred_D — Mon, 13 Aug 2012 21:53:22 GMT

All zip code data is input into QuickBooks when we set up the Customer's account. From there it synchronizes into Method.

We never input customer entity data into Method. We always use QuickBooks to set up customer accounts.

The zip code data appears the Customer table. The membership tables takes it's data from the Customer table. We have made no modifications. Everything had been working fine since we started paying for Method. Now it doesn't.

Fred

Re: Export to Excel eats my data

Anonymous — Mon, 13 Aug 2012 21:34:10 GMT

Just a few other troubleshooting tips, have you made any changes to the way you collect data in June? We have fields for BillingAddressZipCode and ShipToAddressXipCode, is it possible you're entering data in the wrong field? The export tool is working as it should so I'm thinking there may be a problem with the way the data is going in since June.

Re: Export to Excel eats my data

Anonymous — Mon, 13 Aug 2012 19:54:23 GMT

Fred_D:
I set up a duplicate of my Customer table as a Membership table that I used to generate membership lists and generate membership cards.

Are you working from a custom screen? Free support is limited to stock Method screens but what I can do is try to replicate the problem in my own account. If I see a problem then I can submit a ticket. I'll need to see a screenshot of the grid you're exporting. I want to see what fields you're including on the export. Once you have a screenshot please email it to me.

Fred_D:
I don't have this problem when I export my Customer data to a CSV file

Based on your comment above I'm sure the data is there but the problem may be with the action used for export (or the export to grid function itself). Once you send in a screenshot I'll see how the export tool works against the fields you're exporting.

Fred_D:
I'm finding it difficult to use this forum.

Thanks for your feedback - I've sent your comments to our team and will follow up once they've had a look at things.

Re: Export to Excel eats my data

Fred_D — Mon, 13 Aug 2012 17:20:44 GMT

After subscribing to Method last year, I set up a duplicate of my Customer table as a Membership table that I used to generate membership lists and generate membership cards.

Everything was running fine until June when I found that I could no longer export the table. I fixed this by republishing (no changes were made by me) and running the "export to Excel" function. Like I said, I did nothing to create this and assume it was a hiccup in your programming.

This table contains about 6,400 names. I now find that when I export to Excel, the spreadsheet is missing the zip code of most of my new members since June. I say most because I find it randomly adds some zip code, but all but a few are missing.

I don't have this problem when I export my Customer data to a CSV file that I use for printing mailing labels.

Again, I have made no changes and this problem started right after I had to republish my table because of something that happened on your end.

If you would like access to my account and run the files for yourself, just let me know.

Fred
PS - I'm finding it difficult to use this forum. My font is very very tiny and the first two lines scrunch together but I can't find the option to change my fonts. I had to create my response in a text editor in order for me to see what I was typing.

Re: Export to Excel eats my data

Anonymous — Mon, 13 Aug 2012 13:53:48 GMT

Method_Chad:
I'll test the export this am and report back if anything doesn't look right.

I just tested both the integration tool and the export to excel from grid action and both seem to be working fine. Can you provide more details on the tool, grid and the fields you're trying to export. I'll try to recrate the problem on my end.