Extracting data to Excel in FinfInfo applications

Owned by William Johnson, created
Last updated: Jan 13, 2023
3 min read

Use this article for an example o how to extract data from a FinInfo list to Excel. FinInfo has many resources which contain an extract data option.    (2020-12-14)

The below process walks thru creating an excel file of SSD Buildings from FinInfo-SSD Location List (Gen016).

Section 1: Create a raw data file from FinInfo

  1. Go to http://finreporting/

  2. Click the Select link for the Gen016 SSD Location List.

  3. In this example, we want the extract file to include all locations, so ensure that the selected values box is empty.

  4. Click the Preview link.

  5. After the page loads, you will be presented with a few options depending on which application you are in. In this example, you are presented with a pdf and a txt option. For Excel, you will need to choose the txt option.

  6. Right-click the Gen........txt link. Choose Save link as... from the list.

  7. Type in a File name and save the file to your PC. In this example, choose the Desktop ann click the Save button.

Section 2: Create an Excel spreadsheet from a Fininfo txt file

  1. Locate and open the Excel 2016 or Excel Office 365 desktop application on your PC.

  2. Click on the Open Other Workbooks option in the menu.

  3. Locate the file, in this example click on the This PC option, then click the Desktop link in the menu.

  4. Click the File type drop-down list and choose All Files from the list.

  5. Locate the file you saved on your PC from the section above, and click the Open button.

  6. the Text Import Wizard window will open.

  7. Choose the Delimited file type. Click the Next button.

  8. On the next screen, uncheck any of the other delimiters boxes and check the Other checkbox and type in | (vertical bar) into the box. Click the Next button. Notice the Data preview will update showing the delamination.

  9. On the next screen, in most cases you may click the Finish button to create the file.

  10. You must save the new spreadsheet immediately using a naming convention determined in your department's or personal process. Then you may make changes to the document without having to repeat the steps above.

  11. Click the File menu and click on Save As in the list.

  12. You may save it in the same location as the original file by default or in a new location.

  13. Click the File type drop-down list and select Excel Workbook from the list. Then click the Save button.