How to Export Data to an Excel Spreadsheet

It's easy to export your data from CatBase to an Excel spreadsheet. This Tutorial walks you through the steps.

Setting up a Publishing Stylesheet
  1. Select the table that you want to export the data from.

  2. With the list of records displayed, expand the Publishing Stylesheets topic on the left of the window.

  3. Click New Publishing Stylesheet.

  4. Enter a name for your Publishing Stylesheet , such as "Export to Excel", into the Publishing Stylesheet Name field.

  5. Go to the Preferences tab.

    1. Select Excel from the Default Publishing Destination popup.

    2. Select a Sort Order from the Sort Order popup, or click the New Sort Format button to create a new Sort.

  6. Go back to the Paragraphs tab.

  7. Right-click or Ctrl-click in the Paragraphs area and choose Add a new Paragraph.

  8. Enter a name for your new Paragraph in the Paragraph dialog. Don't worry about selecting a Style Sheet.

  9. Click the Save button.

  10. Right-click/Ctrl-click on the new Paragraph and choose Add an Element.

  11. Select the field that you want o include as the first column in the spreadsheet, or select another Element type (note: you can't include pictures).

  12. Go to the Tables tab.

  13. Note that the field name is shown in the Column Header area. Change this if you want to.

  14. Click the Save button.

  15. Now simply add additional fields to the same Paragraph. Each field you add will create a column in the spreadsheet.

  16. If you want to re-order the Elements, simply drag and drop them up or down in the list.

NOTE! You must add only ONE Paragraph to the Publishing Stylesheet. That Paragraph can contain any number of Elements.

Creating the Spreadsheet

When you're ready to create the spreadsheet:

  1. Select the data that you want to include - e.g. all the records in the data table, or selected records.

  2. Click the Publish button at the top of the list and choose the appropriate publishing option (by Main Category or not).

  3. In the Publish Data dialog, select the Publishing Stylesheet that you created.

  4. Click OK.

  5. Enter a name for the spreadsheet and choose where you want it created.

  6. The spreadsheet will be created.

Learn More

Learn about Publishing Stylesheets.

Learn about Elements.

Learn how to automate your publishing projects.

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