SMARTExportingExportingSMARTDatatoExcelandAccessThisupdateddocumentprovidesdetailedstepsinexportingSMARTdatatoMicrosoftExcel,andimportingSMARTdatafromExceltoMicrosoftAccess.

2016

InstituteforGovernmentalServicesandResearch(IGSR)6/6/2016

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ExportingDatafromSMARTtoMicrosoftExcel

1. GototheMenuTree,andclickReports.ThiswillopentheReportsCatalog.

IMPORTANT-RememberoncedataisexportedfromSMARTandsavedonyourcomputeritisnolongersecureddata.Youarenowlegallyresponsibleforit.Makesureyousaveitwhereitispasswordprotectedordeleteitfromyourdesktopandtrashcanimmediately.

ClickReports

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2.GototheMiscellaneoussectionofthescreen,andselectAdmissionData.

Note:ThestepsoutlinedinthisdocumentcanbeusedtoexportdatafromthefollowingreportsintheSMARTReportCatalog.(Admissions:ClientDemographics,ProgramClientMovement,ReferralsinbyAgency,ReferralsoutbyAgency,ProgramEnrollmentCounts,ClientListbyProgram,UnfinishedClientActivities,AdmissionData,ClientProfileData,CombinedNoteData,DischargeData,andEncounterData.)

UnderMiscellaneous,useAdmissionDataand/orDischargeData.

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3.Enteradaterangeorleaveblank.

4.ClickExport.

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4.Adialogueboxwillopen.IfyouwillbeexportingtocreateanExcelfile,savetoyourDesktop,andclickSave.

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5.IfyouwillbeimportingdatafromExceltoAccess,pleasecompletethefollowingstepspriortosavingtoyourDesktop:

a. GototheFilenamefield,andchangeyourfiletoatxtfile.(fromAdmission_20150610.xlstoAdmission_20150610.txt);and

b. Gotothe‘SaveasType’field,andchangeitto‘AllFiles’.c. ClickSave.

HelpfulHintsforimportingtoACCESS.

*changethexlsfiletoatxtfile.

*typeoffileshouldbe‘Allfiles’.

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6.Clickthetabatthebottomofthescreentoopentheexcelspreadsheet.

7.Adialogueboxwillopen,clickYes.ThiswillopentheExcelspreadsheet.

Clickheretoopenyourtextfile.

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ImportingfromMicrosoftExceltoMicrosoftACCESS

1. OpenMicrosoftACCESS.2. ClickCreate.

ClickCreate.

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3. LocateandclickontheExternalDatatab.4. ClicktheExcelIcon.

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4.ClickBrowsetosearchforyourfile.

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5.Searchandselecttheappropriatefile.

6.ClickOpen.

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7.ClickOK.

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8. Make‘FirstRowContainsColumnHeadings’isselected.9. ClickNext.

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10. ClickNext.

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11. Confirmthat‘LetAccessaddprimarykey.’Isselected.12. ClickNext.

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13. ClickFinish.

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14. ClickClose

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