Forum Discussion

Kollox's avatar
Kollox
Contributing User
5 years ago

Reports Filtering in Excel

My question actually relates to all Myob reports exported to Excel. Unlike Myob Premier Classic we are not able to filter reports exported from Myob to Excel. This has always been useful. It would be ...
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  • Mike_James's avatar
    Mike_James
    5 years ago

    Hi Kollox , it would be more useful if support had advised how to make the Data Filter work on reports. 

     

    The Data filter requires a continuous block of data, with all column headings and no blank lines.

     

    Taking a sales register report as an example (below), you need to remove Row 11, which is blank, then insert a row before the totals. Then select any data cell, and enable the Data Filter. 

Mike_James's avatar
Mike_James
Ultimate Cover User

Hi Kollox , welcome to the forum. Can you give an example of a report which won't filter in the new AccountRight?

 

Are you referring to the use of the data filter? Some reports come out with a blank line after the column headings, which prevents the data filter working properly.

Kollox's avatar
Kollox
Contributing User
5 years ago

Hi Mike,

 

I spoke to Myob support and they also advised that after exporting reports from Moyb the Excel data filter does not work. When you click for example to only choose lines with a particular customer name there are no choices in the filter. This happens in any reports exported into Excel.

  • Mike_James's avatar
    Mike_James
    Ultimate Cover User
    5 years ago

    Hi Kollox , it would be more useful if support had advised how to make the Data Filter work on reports. 

     

    The Data filter requires a continuous block of data, with all column headings and no blank lines.

     

    Taking a sales register report as an example (below), you need to remove Row 11, which is blank, then insert a row before the totals. Then select any data cell, and enable the Data Filter. 

    • Mike_James's avatar
      Mike_James
      Ultimate Cover User
      5 years ago

      PS: Row 11 is very narrow, and hard to manage with just the mouse. To select it, press F5, then type 11:11 and click OK. Then press Ctrl+Minus to delete that row.

    • Kollox's avatar
      Kollox
      Contributing User
      5 years ago

      Thanks Mike I will try this when I get to work on Monday and appreciate your support

    • Kollox's avatar
      Kollox
      Contributing User
      5 years ago

      Thank you so much Mike it worked perfectly

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