Exporting Cross-tab into various formats

Modified on Thu, 6 Feb at 11:37 AM

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Exporting Cross-tab into various formats

Cross-tab cross-tab can be exported to PDF, XLS, XLSX, XML,CSV and HTML formats for optimal interoperability with other business applications.

Note: While you export cross-tab to XLS format, color of exported files may not exactly match with the color of cross-tab on screen due to limitations on support of colors in spreadsheet softwares.

Example 1:

The below sales cross-tab shows Product category wise Gross sales over different Years. To export the cross-tab to PDF format, follow the below steps.

Exporting%20Cross-tab%20into%20various%20formats592.png

SALES CROSS-TAB

Step 1

In the cross-tab Toolbar, click Export icon. The system displays the Export dialog box.

Step 2

Select the 'PDF' radio button and Click OK.

The sales cross-tab will be exported to the PDF format as displayed below.

Exporting%20Cross-tab%20into%20various%20formats834.png

SALES CROSS-TAB IN PDF FORMAT

Example 2:

Let's see how to export the below cross-tab which shows State wise city wise Gross sales and Target for different years, to XLS format.

Exporting%20Cross-tab%20into%20various%20formats1014.png

SALES CROSS-TAB

Step 1

Follow the procedure of Export.

Step 2

In the export format options, select XLS radio button and click OK.

The cross-tab will be exported to XLS format with object information sheet as below.

Exporting%20Cross-tab%20into%20various%20formats1230.png

SALES CROSS-TAB IN XLS FORMAT

SALES CROSS-TAB – OBJECT INFORMATION SHEET IN XLS FORMAT

Example 3:

The below sales cross-tab shows State wise – City wise gross sales for different years. To export the cross-tab to XLSX format with grouping facility, follow the below steps.

Exporting%20Cross-tab%20into%20various%20formats1505.png
SALES CROSS-TAB

Step 1

Go to cross-tab toolbar Setting -> Cross-tab properties.

Cross-tab properties dialog will be opened.

Step 2

Expand Export for xls & xlsx section and select the Apply grouping checkbox if it is not selected.

Exporting%20Cross-tab%20into%20various%20formats1737.png

CROSS-TAB PROPERTIES WITH GROUPING SETTINGS

Step 3

Follow the procedure of Export.

Step 4

In the export format options, select XLSX radio button and click OK.

The cross-tab will be exported to XLSX format with grouping facility as below.

Exporting%20Cross-tab%20into%20various%20formats1978.png

SALES CROSS-TAB IN XLSX FORMAT WITH GROUPING

Example 4:

The below cross-tab shows Product Category wise – Year wise Cost of Goods for different years. To export the cross-tab to HTML format, follow the below steps.

Step 1

Follow the procedure of Export.

Step 2

In the export format options, select HTML radio button and click on OK.

Note: This article is based on Smarten Version 5.x onward. This may or may not be relevant to the Smarten Version 5.x you may be using.

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