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Learning Nuggets
Introduction
Creating an Excel Single Object Template
Utilizing the Template in a One-Step
Defining Structure of the Data Return for Multiple Objects
Updating the One-Step
Getting Creative with the Data in Excel
Troubleshooting
Utilizing Excel Merge in a One-Step

Sales - Solutions

  • access_time 30m
  • Credits: 1
Utilizing Excel Merge in a One-Step

If you are accustomed to manipulating your Reports in Excel, you can extract data collected and maintained in Cherwell Management System into Microsoft Excel utilizing a One-Step. Mark Schot steps you through creating a template within Excel and loading the template into a One-Step to extract the data. Next, you’ll learn how to add multiple Business Objects and get creative interacting with the data in Excel. In conclusion, Mark offers troubleshooting tips.

If you are accustomed to manipulating your Reports in Excel, you can extract data collected and maintained in Cherwell Management System into Microsoft Excel utilizing a One-Step. Mark Schot steps you through creating a template within Excel and loading the template into a One-Step to extract the data. Next, you’ll learn how to add multiple Business Objects and get creative interacting with the data in Excel. In conclusion, Mark offers troubleshooting tips.

You will learn how to extract data from a CSM Report utilizing a One-Step.