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DataBase/XLS Files |
  
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DataBase/XLS Files |
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DataBase/XLS Files
Once either the MS Access or MS Excel file type is selected, the following options appear:
To change the location or file name of the MDB/XLS file to be created - click on the <Select File> button. The default output location for all exported files is determine by the "System Options" settings.
Excel (XLS) Files
Unlike CGX Basic which always creates a new XLS file, CGX Adv/Prem will create a new worksheet (or replace) in a pre-existing XLS file that contains other worksheets.
When replacing a worksheet that already exists, the number of fields being exported <CANNOT> exceed the number of fields that are contained in the original worksheet. This scenario will result in an error message being displayed. If you want to use the same workbook (XLS) file, the original worksheet must be deleted manually. This is not the case if less fields are being exported then contained in the existing worksheet.
CGX Adv/Prem will always recreate the XLS file is the only worksheet found in the workbook has the same name as that being exported.
File Location
The initial location for the selected file type will always default that shown in the <General Defaults> for output files using the name of the primary folder selected. This can be changed via the <Select File> button.
Table Name
Initially the table name will default to be the same as the primary contact folder name (or alternatively, GAL or GDG for those export types).
If the file name (or worksheet name for XLS output file types) is found in the output file, the setting will automatically be set to Update (in Premium Ed) or Append (in Advanced Ed).
To use another table name within the same output file, simply select one that appears in the Table/Wksht dropdown box. To create a new table, type in the new table name in the Table/Wksht field.
Export Options
For AXS/MSQ file type selections, a check is made to see if a file and table name exist that matches the selected folder name. If a match is found, the default setting is <APPEND> for <CGX Advanced> and <UPDATE> for CGX Premium.
For XLS, the default setting is <UPDATE> if a workbook & worksheet is found that matches the primary contact folder name in both the Advanced and Premium versions of CGX.
Blank/Null value rules:
| ▪ | Export/Use Exact - data will be exported exactly as found in the source data field |
| ▪ | Export Null as Blank - the target data field will be exported as an <empty string> (i.e. field = "") |
| ▪ | Export Blank as Null - any field found to be <Empty> will be exported as a NULL. If a field contains only spaces, those characters will be trimmed and the field will be treated as <Empty> |
All fields will always be trimmed of all trailing spaces regardless of output file type.