Difference between revisions of "Export"

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==== Information Available ====
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=='''Information Available'''==
  
Usually you get information from Community Weaver's database by viewing web pages such as the lists of [[Members]], [[Member Exchanges|Exchanges]], [[Member Birthdays|Birthdays]] and [[Service Ads|Ads]]. Spreadsheets contain the same information, but provide additional capability to sort, search, join, and format. You can export and download these types of spreadsheets:
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Usually you get information from Community Weaver's database by using the filters for filtering for the [[Members]], [[Service Ads|Ads]] or [[Member Exchanges|Exchanges]]. All of the results for these views can be exported as a comma separates value (CSV) file that can be imported into spreadsheet (such as MS Excel, OpenCalc, LibreCalc, and others) and most database programs. The exported files are named:
 +
* '''members.csv'''
 +
* '''ads.csv'''
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* '''exchanges.csv'''
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These files can be imported in to spreadsheet and database programs which then provide additional capability to sort, search, and filter the data.
  
* '''Members'''--includes address, birthday, phone, dates, and number of offers, exchanges, and requests, etc.
 
* '''Exchanges'''--includes title, category, provider, recipient, dates, and related service ad, etc.
 
* '''Ads''' (offers and requests)--includes title, body, dates, member name, category, and ad URL, etc.
 
  
==== Exporting ====
 
  
You export the information from Community Weaver's database via the lists of [[Members]], [[Member Exchanges|Exchanges]], or [[Service Ads|Ads]] using the  '''for further action''' dropdown. 
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=='''Exporting'''==
  
There are three steps involved:
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You export the information from Community Weaver's database via the lists of [[Members]], [[Member Exchanges|Exchanges]], or [[Service Ads|Ads]] using the  '''action''' drop down.
  
# '''Filter''' for the items you want to see in the list.
 
# '''Select''' the items for the next step
 
# '''Choose the further action''', in this case: Export
 
  
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Here is the simple description for '''exporting a list of members'''.
  
Here's a more detailed description:
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To export a list of members with their profile information
 +
* Step 1 - Click on '''"Members"''' to see the list of members (The default filter is "Enabled" and "Members")
 +
* Step 2 - If you want to export a list of all of the members, there is no need to change the default filter. If you want a sub-set of all members, use the '''[[Using_Filters|Filters]]''' feature to list only the ones that you want to export.
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* Step 3 - '''IMPORTANT NOTE:''' If the selection drop down box shows "XX members selected" in red, then click on that drop down box and click on "Clear selection"  '''THEN''' the selection drop down box will show "No members selected". Click on that drop down box and click on "Add XX matching members"
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* Step 4 - In the "member actions" drop down box, click on the drop down and click on "Export".
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* Step 5 - Confirm the export by clicking on "Export"
 +
 
 +
The exported file, "members.csv", will include the member's profile data. It is possible to use a spread sheet program choose, filter and sort the members in the exported file.
 +
 
 +
 
 +
Similarly it is possible to export a list of service ads (offers and /or requests) and exchanges. Here is a more detailed description, which is especially useful if you want to export only some of the records.
  
 
# Open one of these lists: [[Members]], [[Member Exchanges|Exchanges]], or [[Service Ads|Ads]].
 
# Open one of these lists: [[Members]], [[Member Exchanges|Exchanges]], or [[Service Ads|Ads]].
# Using the filters choose the members, exchanges, or ads.
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# Using the filters choose the members, exchanges, or service ads.
 +
# Clear the selection (if a sticky selection remains from a previous action)
 
# Select the results from the list for the next action
 
# Select the results from the list for the next action
#* If you are not using the [[Sticky_Selection_List|"sticky" function]] of the select function, choose "Clear selection" from the select dropdown list and then choose "Add XX matching members/exchanges/ads from the select dropdown list. If there are '''no items selected''', you do not need to use the "Clear selection"  
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#* If you are not using the [[Sticky_Selection_List|"sticky" function]] of the select function, choose "Clear selection" from the select drop down list and then choose "Add XX matching members/exchanges/ads from the select drop down list. If there are '''no items selected''', you do not need to use the "Clear selection"  
#* If you are using the [[Sticky_Selection_List|"sticky" function]] of the select the "Add XX matching members/exchanges/ads" or "Remove XX matching members/exchanges/ads , from the select dropdown list. Because the selected items are [[Sticky_Selection_List|"sticky"]] you can add or remove items from the selected list multiple times.
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#* If you are using the [[Sticky_Selection_List|"sticky" function]] of the select the "Add XX matching members/exchanges/ads" or "Remove XX matching members/exchanges/ads , from the select drop down list. Because the selected items are [[Sticky_Selection_List|"sticky"]] you can add or remove items from the selected list multiple times.
# Click '''for further action''' to open the dropdown menu
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# Click '''for further action''' to open the drop down menu
# To confirm that your are exporting the desired set ot records, you can note the short description of the selected items.
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# To confirm that your are exporting the desired set of records, you can note the short description of the selected items.
 
# Click '''Export'''.
 
# Click '''Export'''.
 
# The selected items will be exported into a csv file.
 
# The selected items will be exported into a csv file.
  
  
The spreadsheet will contain only the members, exchanges, or ads you selected.  
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Note that the exported CSV file will contain only the members, exchanges, or ads that you selected.
 
 
==== File Name and Format ====
 
  
These are the default file names:
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=='''File Name and Format'''==
  
* Members: members.csv
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The exported file names are:
* Exchanges: exchanges.csv
 
* Ads: ads.csv
 
  
Each spreadsheet is downloaded as a [http://en.wikipedia.org/wiki/Comma-separated_values .csv file], which can be imported into a spreadsheet program such as [http://en.wikipedia.org/wiki/Microsoft_Excel Microsoft Office Excel], [https://www.openoffice.org/product/calc.html OpenOffice Calc], or [http://www.libreoffice.org/discover/calc/ LibreOffice Calc].  The .csv format has limited formatting capability, so if you modify the downloaded spreadsheet, do not save it as a csv file but do save it as a spreadsheet.  For example, save members.csv as members.xlsx (Excel) or members.ods (Calc).
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* for members: '''members.csv''' includes the member's profile information
 +
* for service ads (offers and/or requests): '''ads.csv''' includes the information in the service ad
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* for exchanges: '''exchanges.csv''' includes the information recorded in the exchanges
  
 +
Each file is downloaded as a [http://en.wikipedia.org/wiki/Comma-separated_values .csv file], which can be imported into a spreadsheet program such as [http://en.wikipedia.org/wiki/Microsoft_Excel Microsoft Office Excel], [https://www.openoffice.org/product/calc.html OpenOffice Calc], or [http://www.libreoffice.org/discover/calc/ LibreOffice Calc] or also into most databace programs.  The CSV format has limited formatting capability, so if you modify the downloaded file, do not save it as a CSV file but do save it as a spreadsheet.  For example, save members.csv as members.xlsx (Excel) or members.ods (Calc).
  
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[[Category:Selection]]
 
[[Category:Export]]
 
[[Category:Export]]
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[[Category:Reports]]

Latest revision as of 05:14, 15 January 2020

Information Available

Usually you get information from Community Weaver's database by using the filters for filtering for the Members, Ads or Exchanges. All of the results for these views can be exported as a comma separates value (CSV) file that can be imported into spreadsheet (such as MS Excel, OpenCalc, LibreCalc, and others) and most database programs. The exported files are named:

  • members.csv
  • ads.csv
  • exchanges.csv

These files can be imported in to spreadsheet and database programs which then provide additional capability to sort, search, and filter the data.


Exporting

You export the information from Community Weaver's database via the lists of Members, Exchanges, or Ads using the action drop down.


Here is the simple description for exporting a list of members.

To export a list of members with their profile information

  • Step 1 - Click on "Members" to see the list of members (The default filter is "Enabled" and "Members")
  • Step 2 - If you want to export a list of all of the members, there is no need to change the default filter. If you want a sub-set of all members, use the Filters feature to list only the ones that you want to export.
  • Step 3 - IMPORTANT NOTE: If the selection drop down box shows "XX members selected" in red, then click on that drop down box and click on "Clear selection" THEN the selection drop down box will show "No members selected". Click on that drop down box and click on "Add XX matching members"
  • Step 4 - In the "member actions" drop down box, click on the drop down and click on "Export".
  • Step 5 - Confirm the export by clicking on "Export"

The exported file, "members.csv", will include the member's profile data. It is possible to use a spread sheet program choose, filter and sort the members in the exported file.


Similarly it is possible to export a list of service ads (offers and /or requests) and exchanges. Here is a more detailed description, which is especially useful if you want to export only some of the records.

  1. Open one of these lists: Members, Exchanges, or Ads.
  2. Using the filters choose the members, exchanges, or service ads.
  3. Clear the selection (if a sticky selection remains from a previous action)
  4. Select the results from the list for the next action
    • If you are not using the "sticky" function of the select function, choose "Clear selection" from the select drop down list and then choose "Add XX matching members/exchanges/ads from the select drop down list. If there are no items selected, you do not need to use the "Clear selection"
    • If you are using the "sticky" function of the select the "Add XX matching members/exchanges/ads" or "Remove XX matching members/exchanges/ads , from the select drop down list. Because the selected items are "sticky" you can add or remove items from the selected list multiple times.
  5. Click for further action to open the drop down menu
  6. To confirm that your are exporting the desired set of records, you can note the short description of the selected items.
  7. Click Export.
  8. The selected items will be exported into a csv file.


Note that the exported CSV file will contain only the members, exchanges, or ads that you selected.

File Name and Format

The exported file names are:

  • for members: members.csv includes the member's profile information
  • for service ads (offers and/or requests): ads.csv includes the information in the service ad
  • for exchanges: exchanges.csv includes the information recorded in the exchanges

Each file is downloaded as a .csv file, which can be imported into a spreadsheet program such as Microsoft Office Excel, OpenOffice Calc, or LibreOffice Calc or also into most databace programs. The CSV format has limited formatting capability, so if you modify the downloaded file, do not save it as a CSV file but do save it as a spreadsheet. For example, save members.csv as members.xlsx (Excel) or members.ods (Calc).