smart export documentation june 6 2016...2016 institute for governmental services and research...
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![Page 1: SMART Export Documentation June 6 2016...2016 Institute for Governmental Services and Research (IGSR) 6/6/2016 SMART Page 1 of 18 Exporting Data from SMART to Microsoft Excel 1. Go](https://reader034.vdocuments.net/reader034/viewer/2022052020/6033aee6a4a11938237787cd/html5/thumbnails/1.jpg)
SMARTExportingExportingSMARTDatatoExcelandAccessThisupdateddocumentprovidesdetailedstepsinexportingSMARTdatatoMicrosoftExcel,andimportingSMARTdatafromExceltoMicrosoftAccess.
2016
InstituteforGovernmentalServicesandResearch(IGSR)6/6/2016
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ExportingDatafromSMARTtoMicrosoftExcel
1. GototheMenuTree,andclickReports.ThiswillopentheReportsCatalog.
IMPORTANT-RememberoncedataisexportedfromSMARTandsavedonyourcomputeritisnolongersecureddata.Youarenowlegallyresponsibleforit.Makesureyousaveitwhereitispasswordprotectedordeleteitfromyourdesktopandtrashcanimmediately.
ClickReports
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2.GototheMiscellaneoussectionofthescreen,andselectAdmissionData.
Note:ThestepsoutlinedinthisdocumentcanbeusedtoexportdatafromthefollowingreportsintheSMARTReportCatalog.(Admissions:ClientDemographics,ProgramClientMovement,ReferralsinbyAgency,ReferralsoutbyAgency,ProgramEnrollmentCounts,ClientListbyProgram,UnfinishedClientActivities,AdmissionData,ClientProfileData,CombinedNoteData,DischargeData,andEncounterData.)
UnderMiscellaneous,useAdmissionDataand/orDischargeData.
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3.Enteradaterangeorleaveblank.
4.ClickExport.
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4.Adialogueboxwillopen.IfyouwillbeexportingtocreateanExcelfile,savetoyourDesktop,andclickSave.
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5.IfyouwillbeimportingdatafromExceltoAccess,pleasecompletethefollowingstepspriortosavingtoyourDesktop:
a. GototheFilenamefield,andchangeyourfiletoatxtfile.(fromAdmission_20150610.xlstoAdmission_20150610.txt);and
b. Gotothe‘SaveasType’field,andchangeitto‘AllFiles’.c. ClickSave.
HelpfulHintsforimportingtoACCESS.
*changethexlsfiletoatxtfile.
*typeoffileshouldbe‘Allfiles’.
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6.Clickthetabatthebottomofthescreentoopentheexcelspreadsheet.
7.Adialogueboxwillopen,clickYes.ThiswillopentheExcelspreadsheet.
Clickheretoopenyourtextfile.
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ImportingfromMicrosoftExceltoMicrosoftACCESS
1. OpenMicrosoftACCESS.2. ClickCreate.
ClickCreate.
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3. LocateandclickontheExternalDatatab.4. ClicktheExcelIcon.
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4.ClickBrowsetosearchforyourfile.
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5.Searchandselecttheappropriatefile.
6.ClickOpen.
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7.ClickOK.
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8. Make‘FirstRowContainsColumnHeadings’isselected.9. ClickNext.
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10. ClickNext.
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11. Confirmthat‘LetAccessaddprimarykey.’Isselected.12. ClickNext.
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13. ClickFinish.
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14. ClickClose
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