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[mljideas]

What is the best method to update the source file (.xls) used to import a chart with changes made in the orgplus application.

I have tried to push and export the data from Orgplus and then change the Refresh data file in refresh properties to the file pushed out, but get an error message that the new .xls file cannot be opened.

[ScottJ_HC]

Hi mljideas,

Thank you for contacting the support team.

There isn't an exact way to convert back to an Excel file. The software is intended to work the other way in that once you make changes to the data source you can refresh from the data source inside of OrgPlus. This allows you to keep your chart consistent with your Excel file.

The best way to convert back to Excel is to use Data-Export Data. Choose Add all. Next, select reporting relationship and choose what you are using for your reporting relationship given the available fields. Lastly, choose entire chart and then export.

If you still encounter problems exporting your data feel free to contact us at op.support@orgplus.com

Regards-

  Scott Jacobsen
  Enterprise Support Technician
  HumanConcepts
  OrgPlus. Organize. Visualize. Strategize.
  Direct: 415-332-3030 x. 3000
  Fax: 208-377-1064