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When Excel File is selected, the Export Contact Database Data page changes to that shown here below.
Figure 1 - The second stage of the Export dialog for an Excel export
Make the appropriate selections, then click Next. The information displayed, and the options available, are as follows:
- Excel Version - the file will be exported to MS Excel® in the Office version selected. The variables may be split over several worksheets. Microsoft Excel 97-2003 and Microsoft Excel 2007 are supported. The variable names will be in the first row.
- Truncate Open Ends - for Open Ends (Open Text questions with no field width specified), it is recommended to truncate texts to improve performance. If a number of characters is specified for the Open Ends Width, texts longer than this limit, if any, will automatically be truncated. If No Truncation (Full Length) is selected, the whole text will be imported/exported, but the task will take significantly longer to execute.
- Contact Database Variables - click Select Variables to open a selection overlay, then select the variables you wish to use.
- Survey Activity Variables - click Select Variables to open a selection overlay, then
- Override Filename - allows you to override the system-generated file name. Tick this checkbox to open the file name text box were you can edit the system-generated name (go to APPENDIX F: EXPORT FILENAME DYNAMIC VALUES for more information). Note that when exporting Survey Data to the FTP server in Survey Data > Exports or Data Processing rules, the Override Filename option accepts relative paths, as for example “..\..\myftpfile_in_another_folder.txt”. In this case the file will not be stored in the default folder (“ProjectsData\p123123” or “RulesData\RuleN”), but rather directly under the (Company) Download folder.