Spreadsheet Server for use with Lawson - Global Software, Inc.

Drill Down Functionality 56
6.1.1 Copying/Exporting Records
1. From the drill down grid, select the desired record(s):
· To copy/export a single record -- select the desired record and right click. A popup menu appears.
· To copy/export select multiple records -- press and hold the Ctrl key as records are selected on the grid
rows. Right click on the grid. A popup menu appears.
· To copy/export multiple records in a range -- select the first record in the range, press and hold the Shift
key, and select the last record in the range. Right click on the grid. A popup menu appears.
· To copy/export all records in the grid -- right click on the grid. A popup menu appears. On the popup
menu, select Select All. Right click on the grid again. The popup menu reappears.
2. On the popup menu, select the appropriate copy/export function.
· Copy to Clipboard - places data on Windows clipboard.
· Copy to Clipboard w/Headings - places data including headings on Windows clipboard.
· Copy to Excel (Simple Table) - displays the Copy into Excel panel - see step 3.
· Export to CSV, PDF, RTF, or Excel (Full Format) - brings up Windows Explorer panel.
3. On the Copy into Excel panel, specify the following processing criteria:
· Include Headings - indicate whether or not to include column headings in the copy.
· Select the appropriate radio button to indicate whether to copy to a worksheet, range or table destination.
When copying to a worksheet, enter the starting cell in which to place the data and the target worksheet
(new or existing). When copying to a range or table, use the drop down list to select the desired range or
table.
4. Click OK to copy the data into the worksheet.
Global Software, Inc.