Submissions: Exporting To PowerPivot For Excel

Setting Up the Export Format

Sync & Save does not export directly to PowerPivot.  Instead, you can export your submissions to an Excel worksheet (xlsx format) or an Access database (mdb or accdb formats).  If you export to Excel, then you can use a linked table in PowerPivot which will provide automatic updating of PowerPivot as you add records to Excel.  If you export to Access then you will need to import the Access table.

See here for more instructions on setting up the export to Excel.  Make sure that Delete Previous Rows on the Export Settings tab is unchecked in order to add new rows to the existing workseet.

See here for more instructions on setting up the export to Access.  Make sure that Delete Previous Table on the Export Settings tab is unchecked in order to add new rows to the existing table.

Linking to Excel

Once Sync & Save is exporting correctly to Excel you can set up PowerPivot.  In Excel, on the PowerPivot tab, click Create Linked Table.  Use the dialog to highlight the cells that contain data created by Sync & Save. This will create the link between Excel and PowerPivot.  As new rows are added to the worksheet by Sync & Save, PowerPivot will automatically recognize them.  The automatic update can be turned off by going to the Linked Table tab in PowerPivot and changing the Update Mode to Manual.

Importing From Access

Once Sync & Save is exporting correctly to Access you can set up PowerPivot.  In Excel, on the PowerPivot tab, click PowerPivot Window.  This will open PowerPivot.  In PowerPivot, click the From Database button and then choose From Access.  In the wizard, browse to the Access database and click Next.  Choose Select from a list of tables... and click Next.  Check off the table being populated by Sync & Save and click Finish.  This will import the table into PowerPivot.  When new records have been added to Access by Sync & Save, you only need to click the Refresh button in PowerPivot to re-import the table, including new rows.

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