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Sep 15, 2015, 1:20 PM
52 Posts
topic has been resolvedResolved

Copy view contents to excel

  • Category: Notes Client
  • Platform: Windows
  • Release: 9.0.1
  • Role: Developer,End User
  • Tags: view,excel
  • Replies: 7

Hi there.

I have a user who selects the information from a view, clicks on edit, copy as table and pastes the info into MS Excel.

The view in question has categories and totals in some columns.

Recently, the user reported that previously, the subtotals were available in excel, now they are not.

I am not 100% sure about this but I believe that previously, when you pasted view contents in excel, you did get the totals and categories.

I am currently on Notes 9.0.1 FP4 and use MS Excel 2013, same as the user. I tried it on my client and I do not get the categories or the totals.

Can anyone confirm if they do get categories and totals (or not)? If it works for you, please tell me your version of Lotus Notes and Excel.

I found that if I select all the docs, click on File, Export and export everything to csv and reopen in excel, I get the totals, but they are not correctly placed.

If I select the view contents, copy as table, paste into a rich text field, copy the table again (from the rich text field) and then paste into excel, then the totals are placed in the appropriate cells!

Is there anyone else who is facing the same problem and how did you solve it?

Kind regards.

Sep 16, 2015, 5:15 PM
328 Posts
Works for me in Notes 9.0.1 FP3 and use MS Excel 2013,

as long as the totals are selected when I click 'Copy Selected as Table'

Sep 17, 2015, 6:39 AM
52 Posts
Thank you Mark.

Thank you Mark.

In fact everything is selected in the view, including totals.

Sep 17, 2015, 3:06 PM
15 Posts
It works for me.

I get the details, subtotals and totals with Notes 901FP4 and Office Excel 2013.

I used Paste, not any of the other paste options. 

has anything on the view changed?  Like the addition of hidden columns?

Sep 22, 2015, 2:13 PM
14 Posts
File > Export > CSV

While in the view, have you tried File > Export > CSV (Comma Separated Value). Then choose All Documents and check Include View Titles.

Mar 7, 2016, 1:45 PM
1 Posts
Workround: Paste Special/Text

I find that if a view with categories and totals is Copied as Table, and then pasted to Excel as HTML, it doesn't get the columns right. Paste as Unicode Text or as Text, and it's all fine (Notes 901FP5, Excel 2007 12.0.6743.5000). What I don't know is whether the issue is that Notes puts bad HTML in the clipboard, or that Excel can't paste it properly, but the paste as text works fine.

Mar 24, 2016, 10:56 AM
52 Posts
Thank you

Thank you all.

 

And thanks for the advice Mick. Unfortunately I still do not get the totals but I can recalculate them in Excel...

In fact, pasting as unicode/text solved some other formatting problems I was getting.

Mar 24, 2016, 7:10 PM
323 Posts
Yes. I get the category lines & totals in 8.5.

In fact it's an important feature, both for the data involved as well as trying to find & remove docs that're listed multiple times in the view.

Sometimes I've noticed due the merged table cells format of the output, that I have to paste it into an email or Word before I can get the format I wanted in Excel. Something about the Notes links in the front, or some other issue with additional icon columns in between, gives Excel some heartache.


This forum is closed to new posts and responses. Individual names altered for privacy purposes. The information contained in this website is provided for informational purposes only and should not be construed as a forum for customer support requests. Any customer support requests should be directed to the official HCL customer support channels below:

HCL Software Customer Support Portal for U.S. Federal Government clients
HCL Software Customer Support Portal