Difference between revisions of "Format Excel doc to USP"

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=Excel Macro to convert csv file to usp format=
 
=Excel Macro to convert csv file to usp format=
  
 
I have found a macro that I received some time ago that is a macro for Excel.  When you run this macro it will format the Excel page into a format that can be uploaded to ServiceDesk.
 
I have found a macro that I received some time ago that is a macro for Excel.  When you run this macro it will format the Excel page into a format that can be uploaded to ServiceDesk.
  
First you will need to upload the macro.  You can get it here [http://www.servicedeskusers.com/forum/index.php?act=attach&amp;type=post&amp;id=357 csv_to_usp_macro]
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First you will need to upload the macro.  You can get it here [http://www.servicedeskusers.com/forum/index.php?act=attach&type=post&id=357 csv_to_usp_macro]
  
 
Then what I do is to open the sheet.  When you open you can see what the Excel format should be.  You want to put he table name in the first cell,  then the column heading in a separate cell for each heading.  Then finally you add the data in the correct column.  
 
Then what I do is to open the sheet.  When you open you can see what the Excel format should be.  You want to put he table name in the first cell,  then the column heading in a separate cell for each heading.  Then finally you add the data in the correct column.  
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You want to edit the macro so that you can set the &quot;save to&quot; location.  This will save you from writing over data that you have already saved. Edit the line ''(Const cstrCallReqExport As String = &quot;c:\usp_contact_to_load.csv&quot;)'' it's line 3.
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You want to edit the macro so that you can set the "save to" location.  This will save you from writing over data that you have already saved. Edit the line ''(Const cstrCallReqExport As String = "c:\usp_contact_to_load.csv")'' it's line 3.
  
  

Latest revision as of 05:26, 30 November 2010

Excel Macro to convert csv file to usp format

I have found a macro that I received some time ago that is a macro for Excel. When you run this macro it will format the Excel page into a format that can be uploaded to ServiceDesk.

First you will need to upload the macro. You can get it here csv_to_usp_macro

Then what I do is to open the sheet. When you open you can see what the Excel format should be. You want to put he table name in the first cell, then the column heading in a separate cell for each heading. Then finally you add the data in the correct column.


Start screen.jpg


Once you have all the data that you want in the sheet you will need to edit the macro. Click tools, macro, then pick the macro.


Macro screen.jpg


You want to edit the macro so that you can set the "save to" location. This will save you from writing over data that you have already saved. Edit the line (Const cstrCallReqExport As String = "c:\usp_contact_to_load.csv") it's line 3.


Save screen.jpg


After you have changed the save to location close the edit screen and run the macro. You will see a pop up that lets you know where the file was saved and that it is done.

You can then look at the file to make sure it is in the correct format. I always open with Word (this let you see it as it formated.)

Finish screen.jpg


Then once you have verified that it is correct. Then you can run your deref, pdm_load -f, or pdm_userload -f

Your done.