Working with Excel

You can export data from J1 Desktop to Microsoft Excel and copy and paste data between Excel and J1 worksheets.

Exporting to Excel

When you select Export to Excel from the right-click or Options menu of a window, Microsoft Excel opens and the data in the window is exported to Excel, where you can manipulate the data to your specific needs/requirements

· Add a modified version as an attachment to a specific line item of a budget or the worksheet.

Worksheets being exported to Excel can be exported as a single file with one or multiple worksheets or as multiple files.

Copying and Pasting

Data can be copied and pasted between Excel and J1 Desktop worksheets, allowing you to collaborate with others and work with scenarios and computations created in Excel.

How To

1. Click the Export to Excel button. The Export to Excel window appears.

2. To export a J1 file as one Excel file with one tab, select the One Excel file, One Tab option.

3. To export the budget as one Excel file with several tabs, select the One Excel File, Multiple Tabs option. The worksheets are displayed along with the tab names automatically displayed. To change a tab name, enter it in the Excel Tab Name column.

4. To modify the location where the Excel spreadsheet(s) will be stored, click the Browse... button and navigate to the location where you want the spreadsheet(s) stored.

5. To create a link to the exported file on your workspace Home page, select the Create Link to File(s) on My Home Page checkbox.

6. Click the Export Files button. The Export Status window appears.

7. Once the export is complete, the exported file opens in Excel and the Export to Excel window closes.

1. Click the Export to Excel button. The Export to Excel window appears.

2. Select the Multiple Excel Files option. The worksheets are displayed along with the file name and location automatically displayed.

3. To change a file name, enter it in the Excel File Name column.

4. Worksheets are automatically exported to the folder displayed in the Default Folder column. To modify the location where all the spreadsheets will be stored, click the Browse... button next to the Default Folder displayed and navigate to the location where you want all the spreadsheets stored.

5. To modify a location where a specific Excel spreadsheet(s) will be stored, click the Browse... button next to the specific worksheet and navigate to the location where you want that spreadsheet stored.

6. To create a link to the exported Excel files on your workspace Home page, select the Create Link to File(s) on My Home Page checkbox.

7. To let appropriate persons know that the exported Excel files are available for review, select the appropriate Send Notification to <> that Worksheets are Ready checkbox.

8. Click the Export Files button. The Export Status window appears.

9. Once the export is complete, the exported file opens in Excel and the Export to Excel window closes.

1. Access the Excel spreadsheet that contains the cells you want to copy and paste into the worksheet.

2. Select the cells you want to copy.

To select multiple rows, press the Ctrl key and click each row.

3. Right-click and choose Copy or press the Ctrl + C keys.

4. In the J1 Desktop module's worksheet, click where you want to paste.

5. Choose Paste from the right-click or Edit toolbar menus. The information is pasted into the worksheet.

1. Access the J1 worksheet that contains the cells you want to copy and paste into Excel.

2. Select the cells you want to copy.

To select multiple rows, press the Ctrl key and click each row.

3. Right-click and choose Copy or press the Ctrl + C keys.

4. In the Excel worksheet, click where you want to paste.

5. Choose Paste from the right-click or Edit toolbar menus. The information is pasted into the Excel worksheet.

The new column order is automatically saved.