Documents, Spreadsheet, Output

You can export client (and other address sets), policy, claims, and diary data from Durell into an Excel spreadsheet. To create a spreadsheet from your client data (or other address set), starting from Durell’s “Main Menu”…

• Click the “People” button
• Use the green “Binoculars” button to select the required address set
• Click the green “W” button
• Click the “New Excel” button to activate the “Link to Microsoft Excel”, as shown below
• Check the “Select records” drop-down is set appropriately, as described below
• Check the “Data field set” drop-down is set appropriately, as described below
• Click “OK”

Select Records to Include

As described above, you use the “Select records” drop-down to specify which client or other address set records to include in the spreadsheet. You can, for example, include all the records in the current address set, or just those that currently have their mail shot marker (or “MS flag”) set to “Y” (see “Mailshot, Bulk Selection of Clients”). To export a different address set, first use the green “Binoculars” button (e.g. to move to “Prospects, Individual” or “Suppliers”), then return to the “Link to Excel” in the “Document Viewer”.

Including Policy and Diary Records

To include policy, claims or diary data simply use the “Select records” dropdown, as shown below. Note that the “Current set, mailshot = Y”, as shown above, refers to address sets, not policies or claims, etc. Note too that you can use the mail shot facilities to select policies by multiple criteria (e.g. all Axa policies expiring before 12/12/2004, see “Mailshot, Bulk Selection of Policies”).

Select Which Data Fields to Display

The data fields that will be displayed in the spreadsheet will be those included in the data set as selected by the “Data field set” drop-down. The set-up of data sets is accessed via the “Setup” button on the “Link To Microsoft Excel” dialogue, as per the example below (see “Documents, Data Sets”). The data set shown below resulted in an Excel spreadsheet illustrated directly beneath it. The order of the spreadsheet fields is dependent on the sequence of the selected data fields, so in most cases you should clear the tick box above the “Selected” fields list, then use the “Move” buttons to sequence them, as required.

Selecting Policy Data

The two examples, below, show fields being selected from the “Policy Details 1” table, and then how they appear in the resulting Excel spreadsheet.

Bug with Date Fields

There is a bug in Microsoft’s Office 2000 regarding the layout of date fields. This bug does not affect later versions, such as Office XP or 2003. To fix Office 2000 on your computer starting from your Windows Desktop with no running programs…

• Click the “Start” button
• Click “Run”
• Enter “regedit”, as shown below, and click “OK”

Then in the Registry Editor, as shown below…

• Double-click HKEY_CURRENT_USER
• Double-click Software

• Double-click Microsoft
• Double-click Office, as shown below
• Double-click 9.0
• Double-click Excel
• Right-click Options
• Click New / DWORD Value
• Enter the text… VBAAlwaysLoadUS
• Click the cross at the top right of the window to exit the Registry Editor

Re-importing Address Set Data

If you intend to re-import your address set data after modifying it in your Excel spreadsheet (e.g. for the bulk updating of a group scheme) you must ensure you include the “Record” field from the “Client Details” table, in which case the records will be re-allocated to their original client number (see “Set-up, Import”). Failure to include this field will result in all the re-imported records being re-created anew (i.e. as duplicates).