- change the Delimiter from Tab to Other - specify the Other delimiter symbol - finish the import Begin by unchecking the Tab checkbox. Click the Tab checkbox option. 38. Click the Other checkbox option. 39. Enter the Other delimiter. Use the "pipe" delimiter, a symbol that looks like a vertical line: |. On PC keyboards it is usually located on a key just above the right Enter key. Enter the desired information into the Other field. Enter a valid value e.g. " | ". 40. Notice that the text displayed in Data preview is now lined up in columns that are separated by a continuous vertical line. Click the Finish button. 41. You have successfully imported the report results into an Excel worksheet! Name and save the Excel worksheet. Click the File menu. 42. Click the Save As... menu. 43. Save the file as an Excel worksheet. Display the Save as type options. Click the button to the right of the Save as type field. 44. You may need to scroll to the top of the dropdown list to see the Microsoft Excel option. Click the Microsoft Excel Workbook list item. 45. Save the new Excel worksheet containing report results. Click the Save button. Page 6 Date Created: 7/23/2014
Job Aid 46. You have successfully imported your text file into Microsoft Excel and saved your new worksheet. We will finish with two formatting steps that will make it easier to work with your data in this Excel worksheet: - Format all column headers (titles) if you will need to use the AutoFilter , Data Sort or PivotTable features on Excel's Data menu. - Adjust all column widths to display all characters 47. Select the row containing the column headers (titles) - Row 1. Click the Row 1 cell. 48. Bold the column headers (titles). Applying a format to the header titles (Row 1) will make it possible to use AutoFilter , Data Sort or PivotTable features with this data. Click the Bold button. 49. All column headers (titles) are now bold. Next, re-format column widths so that all characters are visible. Select the entire worksheet by clicking the blank cell directly above the Row border titled ' 1 '. Click the blank cell. 50. With the worksheet selected, place your mouse pointer on top of the vertical line between columns A and B. When you are in the right spot, your mouse pointer will display a double- pointed arrow pointing left and right. Hold the mouse steady. Double-click the cell margin cell. 51. De-select the worksheet by clicking anywhere in the data area (not on the bolded headers). Save the formatted worksheet. Click the Save button. 52. You have successfully run, viewed and downloaded results from the UMB Project By Department Report . Questions on report results should be directed to: - Restricted Funds for Grants and Contracts - Financial Services Quality Assurance for all other sources of funds End of Procedure. Last Updated: 01/11/2010 Page 7
Job Aid Page 8 Date Created: 7/23/2014 SAMPLE: Project By Department Report From e UMB Financials: General Ledger > General Reports > UMB Project By Department Report Can be printed as is or downloaded to Excel
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- Spring '18
- Dr. Moez
- UMB Project By Department