Exporting to Excel

Last post 08-08-2008 7:55 AM by callen. 1 replies.
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  • 07-30-2008 11:30 AM

    Exporting to Excel

    We just upgraded Great Plains from 8.0 SP5 to 10.0 SP1 a couple weeks ago.  When exporting data to Excel, it appears GP will open a new instance of Excel (we're still using Excel 2003) instead of using an existing instance.  This is causing a (minor) headache for a few of our end users because they no longer have the ability to copy a tab from one book to another because one of the books is in a second instance of Excel.  When they right-click the tab and try to do a Move or Copy, the other book is not visible in the drop down list.  As a workaround, we figured out we could do the export from GP first, and then open the other Excel document that they want to move or copy the tab to.

    Does anyone know if there is a user preference or setting in GP where you can tell it to use an existing instance of Excel rather than opening a new instance when exporting?  It seems strange that GP 8.0 did this by default but 10.0 does not.

    Admittedly, a bit nitpicky, but I do have a few users complaining about it...

    Thanks in advance!

  • 08-08-2008 7:55 AM In reply to

    Re: Exporting to Excel

    I'm not aware of any setting that allows you to export to an existing instance of Excel. It's how SmartList was designed to work. I could not find any options in Excel to use the same instance. I found plenty of articles about how to create new instances of Excel.

    The only other thing you could do would be to create a data connection to the GP data and open it inside a workbook in the current instance.

     

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