The Excel list is an Excel file where you can find all of your data for a given period.
You can create only one Excel list per form. You can export a standard list or a custom list.
It is different from the custom-made Excel document.
You are an agency that conducts surveys for your customers. In order to facilitate the sorting of your data, you would like to be able to extract one or more data fields from the same Excel file. This is possible with the Excel list.
Retrieve your data in an Excel List
Export your data from the ‘Export’ tab.
Note: Only preferred if you have a large quantity of data to export.
In the menu under Data, click on the Export tab.
Set the period for which you would like to retrieve the data by filling in the start and end dates.
Check the “Include pending transfers” box if you want to include pre-filled forms sent to users through Push, which are not yet completed and saved.
Click on Excel list to retrieve your data.
Export your data from the ‘History’ tab.
In the menu, go to Data, and under the History tab.
Select the form of your choice under Select a Form. You will find all of the forms collected in the field by the several users of your account list.
Simply select the data, and then, in the top right corner, click on the Selection button and Excel list.
New: You can export your data with bigger pictures. This is a bigger size which allows to word directly with good quality photos. To do so, select the Excel list (Bigger pictures) option.
Custom-made Excel list.
Go into the options of your form and select Exports.
Click on Excel list.
This tab gathers options that interact with the Excel software. You can choose the type of file you want to export, display the history of each piece of data, a unique identifier, a registration number, an invisible field and organise the display of your export.
Introduction to the various options for the format.
“Here you can choose the type of Excel file that you want to export”: you choose the type of Excel file that you want to export: – The xls format is the old Excel format used between 1997 and 2003. – The xlsx format is the new format from the 2007 version (It is preferable to export in xlsx format. Only export in xls format if you have to work on a version dating from 2003 or previously).
“Display the history of each field given in your Excel file”: your Excel file list will include an additional “History” column precisely describing the history of the data: saved, transferred, edited data, by which user and on which date.
“Display a unique identifier”: your Excel file list will include an additional “Unique identifier” column. This is the unique identifier of the data in Kizeo.
“Display a registration number”: your Excel file list will include an additional “Registration number” column. The registration number is a number inherent to your form which starts with 1.
“Display the hidden fields”: this allows you to display “hidden” fields in your Excel list based on a visibility condition.
“Behaviour of empty cells (Excel)”: this allows you to decide if you want empty cells to be merged, duplicated or left empty. All you need to do is select the corresponding field in the scroll list: “Merge”, “Duplicate” or “Leave Empty”.
“List behaviour/multiple choices”: this allows you to decide if you want the lists/multiple choices to be combined into a single column in the Excel file or, on the other hand, to be separated into several columns. All you need to do is select the corresponding field in the scroll list: “Combining into a single column” or “Separate into several columns”.
Organise the display.
You can organise the display of your Excel list and add new columns.
Drag and drop elements from left to the right according to the desired order.
If you want to see the header of your columns, check Display the header.
Do not hesitate to comment on this article! All your questions, comments and suggestions are most welcome!