With Excel 2010 and earlier, one could save a workbook with Data Porter controls, then opening it and import directly in a DP session. However, with Excel 2013, user must copy/paste data into the new workbook created by DP for that session. This issue is documented in KB #61337.
With Office 2010, we can do this with Data Porter -
1. Alt-F7 to start Excel
2. Open an existing template with the controls already specified (saved during a previous DP session)
3. Click Import button
With Office 2013, step 3 no longer works - it doesn't do anything. You have to populate the new workbook created from ALT-F7, instead of using a previously saved workbook, even though it has the DP controls. So the workaround is to:
1. Alt-F7 to start Excel
2. Map Controls
3. Open an existing template with data
4. Copy the data from the template and paste into the new sheet created by step 1
5. Click Import button
As you can see, two extra steps are required. If it's a large entry and has header/details, there will be at least one more step.
Please update Sage 500 so that DP works completely with Excel 2013 (and later), like before.
by: John L. | over a year ago | 5 - Integration
Comments
Note to John L - there is a better way. With Office 2013, open the existing template. Leave the empty instance of Excel open. When your spreadsheet is ready in the 2nd instance, go back to the first (blank) instance and click the Import button. Yeah, it sounds crazy but it works fine.
Unfortunately, this was caused by the way Microsoft changed the opening of Excel windows. When Sage 500 creates the Data Porter spreadsheet, it has a handle to the spreadsheet it opens. In older versions of Office, if you then opened another spreadsheet from the one that Data Porter created, it would be opened in that spreadsheet instance, meaning Data Porter still had a handle to it. In newer versions, it opens it to a new instance and Data Porter has no handle to it. This change by Microsoft has introduced a few peculiarities, including this one.