andrewblackwell

Webdirect: how can I export a .csv file that automatically opens correctly in Excel?

Discussion created by andrewblackwell on Oct 17, 2016
Latest reply on Oct 18, 2016 by beverly

My client is running on WebDirect, and would like to export records into Excel. Naturally, I would like to make the process as smooth as possible for the client, meaning that the generated document can be opened in Excel by double-clicking on it.

 

Given that WebDirect does not support Excel exports, I am trying to solve it with the "Export Records" script step, setting the file format to ".csv". The problem here is that the resulting file, when double-clicked, opens all the fields in one column in Excel, and the only way of opening it correctly in Excel is via a more cumbersome data import step (which I'm trying to avoid here).

 

I have tried the following steps, none of which have worked:

 

  • packing all the fields in a calculation and separating them with semicolons
  • packing the contents of individual fields in ""
  • exporting in different formats (tab, mer)

 

Does anybody have any solution or workaround to this conundrum? Without plugin, if possible, but also interested in plugin-based solutions if need be.

 

Thanks for any help!

Andrew

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