ENEWS > SUMMER 2007 > ACCELERATE YOUR BUSINESS

ACCELERATE YOUR BUSINESS
Export to Microsoft^® Excel^®

Want to export your Opportunities list to Excel for further analysis? Once you have your opportunities displayed in the List view (either by filtering or by Lookups), you can export your list to Excel. While this may seem supremely unexciting, it’s actually pretty neat. Export to Excel only exports visible columns, so be sure to customize the column view (right-click, Customize Columns…) before exporting. When you click the Export icon, Excel will open displaying the same opportunities you listed in ACT!. Don’t let the first worksheet put you off (it’s pretty boring) It’s the second worksheet (Opportunities Pivot Chart - below) and the third (Opportunities Pivot) that you will love!

A pivot table is a marvelous Excel device that allows you to summarize a list in just about any way you can imagine. In this case, the list is located on the first worksheet of the workbook (Opportunities). The third sheet shows the data from the list rearranged and summarized, and the second sheet is a graphical representation of that summary. The standard report takes the detailed list on the first worksheet and “pivots” it around to summarize the list, providing the
opportunity count, sum of the total, and sum of the weighted total of all opportunities for each record manager. At the top of the worksheet there is a status drop-down list where you can further filter the summary by specific opportunity status (the default is “All”).

If you didn’t understand that last paragraph…don’t sweat it. ACT! does it for you automatically. Export the data to Microsoft Excel and enjoy the results (without much work on your part at all).

Want more information like this?
This excerpt was pulled from the Official ACT! by Sage QuickStudy Guide which provides you access to more than 500 pages of complete, self-paced interactive exercises.