IBM Support

Using the Microsoft Excel Data Transfer from IBM iSeries Server Add-In

Troubleshooting


Problem

NOTE:  This document pertains to products that have reached their end of support date and are no longer provided by, nor supported by IBM.
For information on current products set the following technote:  IBM i Access Client Solutions (ACS) Data Transfer Download to Excel Spreadsheet

This document provides step-by-step instructions for using the Microsoft Excel Data Transfer from the IBM iSeries Server add-In.

Resolving The Problem

Important Note: This document discusses Client Access for Microsoft Windows 95 and Windows NT, Client Access Express, and IBM iSeries Access products. These names essentially refer to the same product; however, the functionality and name changed over the last several releases. For the purposes of this document, the terms Client Access, Client Access Express, and iSeries Access may be used interchangeably. Where a difference is important, the version of the product is used to identify the differences.


Client Access Express and iSeries Access for Windows provide Data Transfer Add-ins for use with Microsoft Excel. This document assumes the add-ins are already installed in Microsoft Excel. This document provides step-by-step instructions for using the Data Transfer from iSeries Add-In when using Excel 2003. The following instructions are the same for Excel 2007 and Excel 2010 with the exception that the data transfer add-in options are found on the Excel Add-Ins tab.

Step 1: Open Microsoft Excel, and display a blank worksheet. Then, select the Data Transfer from iSeries icon from the toolbar as shown below or select Data Transfer from iSeries from the Data drop down menu. This opens a new Transfer Request window. The add-in can create a new transfer request or run a transfer request that was previously saved from the iSeries Access Data Transfer from iSeries GUI interface. For the purposes of this document, a new request is created.

This is a snapshot of the initial data transfer request.

Step 2: Click OK. Specify the server name where the data is located.
The default system name shown matches the Management Central system specified in System i Navigator.

This snapshot shows the selection of the System i where the desired file is located.

Step 3: Click Next. Type the Library/Filename of the file to transfer, or Browse for the file.

On the display of this screen, the System i library and file are specified.

Step 4: Click Next. If desired, click on the Data Options, Format Options, and Properties buttons to change any of the options.

This screenshot shows the options that are available to change some of the default data transfer properties.

Step 5: Click Next. To save this request so that it can be reused, type a name for the transfer request. If the transfer request will not be reused, leave this setting blank.

This screen gives you the option to save your data transfer request.

Step 6: Click Finish. The data transfer request will run, and will then return data to the Excel spreadsheet.

This screen shows the Excel spreadsheet after the data is returned.

The data has not been saved in Excel format. This is an unformatted spreadsheet that can be saved to the hard drive as an XLS spreadsheet, a comma separated variable text file, or any desired format that is supported by Excel.

For step-by-step instructions for using the Microsoft Excel Data Transfer to iSeries Server add-in, refer to document New, Using the Microsoft Excel Data Transfer-to-iSeries Server Add-In. To link to document New immediately, click here .

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Historical Number

339466102

Document Information

More support for:
IBM i

Component:
Data Access->Data Transfer

Software version:
6.1.0, 7.1.0

Operating system(s):
IBM i

Document number:
643999

Modified date:
18 October 2024

UID

nas8N1019204

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