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All drop down options show in headers when creating excel file

 
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Lyncean
149 posts

Is there any way you guys can strip all of the options for customized columns when the Project reports are downloaded to excel. For example, in Projects, I have a Multi Select field for “Type of Service” which currently has 17 options. When I download to excel, the column header reads “Type of Service” followed by ALL 17 service types which, as you can imagine, creates a slightly confused looking file. Its easy enough to delete the 17 services from view but I have three similar fields (one with 6 options and one with 7) and its a bit of a pain every time I create an excel file to have run through this process.  Possible?

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Administrator
3952 posts

Hi Stormer. I would probably recommend that you either delete or merge the columns in Excel. Some users may want to delete that data, but others may want to use it in different ways.

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Lyncean
149 posts
Engineering SpecialOps - Jul 14, 2010 11:21am

Hi Stormer. I would probably recommend that you either delete or merge the columns in Excel. Some users may want to delete that data, but others may want to use it in different ways.

I cant think of a reason that anyone would want all of that info in the header. For example, I have created a custom field call “STATUS” from which I can choose “Completed”, “Lead”, “Lost”,“Needs Analysis”, “On Hold”, “Proposal” and “Won”.
This works great because I can search all projects based on status. When I export to excel, though, all seven of the status options show in my header at the top of the column (column title). The status of each project is in its proper rows under the column header. I just would like to see a column header with ONLY the field title and not all of the options.
There is some data that I dont use and I do, in fact, delete those columns. I’m just asking if you can streamline the headers so that they only include the Field Title. Right now this is what the excel column headers look like when using multi-select option:

Status^^Completed||Lead||Lost||Needs Analysis||On Hold||Proposal||Won

or better yet, with 17 options, this is what I get as a column header:

Product/Service^^#10 inserting||Count and bundle||DATA - cleaning||DATA - NCOA||Digital Printing||Distribution||Hand Inserting||KONICA||Labelling||Large format inserting||Laser Print||Ink-jet||Offset||Polybagging||Postcard||Tabbing||Variable data - numbering

Understandably, I would just prefer “Status” or “Product/Service” as my column headers.

Again, just let me know if it is do-able at your end. It would certainly make for a cleaner looking report. And again, I realize I can highlite and delete all of the info I dont want, I would just prefer not to have to do it EVERY time I download to excel.
Thx

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Administrator
3952 posts

Hi stromer, I believe I understand what you are getting at, but this is not a feature that we support.

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Lyncean
149 posts
Engineering SpecialOps - Jul 14, 2010 02:26pm

Hi stromer, I believe I understand what you are getting at, but this is not a feature that we support.

Alright. As long as I know. Maybe on a slow day, when there’s nothing much else to do and youre looking for a project, you could take a look at it. :-)

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Administrator
3952 posts

Thanks Stormer wink