6. Once you've added a profile, or if you want to modify and existing profile, or just see what the specific profile has configured to export, click the gear icon in the top right corner of the profile listing. The profile example shown here is a profile that will export OpCosts and a few pieces of identifying information. (Additional information in the Tips & Tricks section below)
- You will use the plus and minus buttons to add items to your list of data items to export.
- Your list at the top appears as rows, but is a listing of what data will go into the various columns of the spread sheet.
- With each entry at the top you will see an example of the data in the table at the bottom. In the example above, column A row 1 is showing the label of the column that will appear on the spread sheet if you select that option (see item 7 below) and then each row below that shows that the data that will appear in that row is text. But you'll notice that column D has a label of Date and rows below that show that the data appears in a date format. Likewise for column E showing the label and the data type for that row as numbers. This data type is defined by the types in Pyxis.
- The Worksheet selection will show the names of any existing worksheets on the spreadsheet if it is an existing spreadsheet. Your profile can only export to a single worksheet. If you need data to be exported to more than one worksheet then you will need to create another profile for that worksheet.
- The Interval selection will determine how the data will be exported to the spreadsheet. Notice that Monthly is selected and in the example, column D with the date is showing monthly intervals. Please note that the data could be something like 200 bbl/day as how the data is stored in the database for a rate, but could be displayed as monthly and exported as monthly.
- To set the data that you want to export you will need to enter the type and instance of that data in Pyxis.
Type is the type of data used for the specific field.
Instance is the name of the field for that type.
When specifying the type and instance you would write the type first, then a # and then the instance name. So on our second item in this example we will specify: text#apicode
To find that information, before you have gone into the transfer wizard, go to the form where you find the data you want to export, put the cursor in the field where the data belongs, and press the F4 key. This will bring up a dialog box like this: