April 30, 2008: TOTM Export FM Data into Excel

Tip of the Month: Exporting Your FileMaker Data into Excel

This is a handy trick to know that will certainly impress your boss or co-workers. Being able to export the data in your FileMaker databse into an excel spreadsheet. This will enable you to send reports on your data not only to people in your company, but those outside your company who do not have access to your database. Here is how you do it:

1) Do a find for the set of records that you want exported to Excel.
2) Choose “File”
3) Choose “Save/ Send Records As...”
4) You can choose either Excel or PDF, choose “Excel”
5) Under File Name, name your XLS file
6) Under Save as Type, choose where you want to save the file to
7) Under Save, select “Records Being Browsed”
8) Under After Saving, check the box “Automatically Open File”
9) Then click “Save”

Your excel document will then open up on your desktop and you are the hero of the office.