Exporting to Excel using a specific file name from a BAQ

I have created a BAQ that I want to export to Excel. This BAQ will only run On-Demand, it will not be used every day.

I have another Excel file that I want to add formula’s to that will import the information from the exported file.

So, can I give my exported file a specific filename that will be used each time it is sent to Excel?

Or is there another way to do this?

Thank you!

You can use the BAQ Export Process for this.

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Thank you for the response, but I don’t want to export the BAQ I want to export the DATA from the BAQ

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I suggest you develop a BAQ report. That way you can run the report “On-Demand” and you control what it is titled as.
Your report format can still be as Excel.
Ben

I’m going to try to be more clear on what I am asking - After I run my BAQ I have my data - from there you can copy the data to excel.

My question: When you ‘copy the data to excel’ is there a way to give it a specific filename and location rather than a system generated filename?

Rename the actual Excel file and move it where you want it on your computer?

I’m trying to avoid doing that.

What I want to have happen when the Data is copied to Excel:

  • I have another excel spreadsheet let’s call it spreadsheet A that holds specific information
  • When the Data from the BAQ let’s call it spreadsheet B is copied to Excel I want it to be read into spreadsheet A (via a vlookup).

I need to have a specific filename in my vlookup formula in order for that to happen - that is why I want to “copy the BAQ Data to Excel” with a specific filename.

The BAQ export process should do it

Someone mentioned that earlier. I’m not sure if I was looking at the correct screen but all I could do was download the BAQ not the data from the BAQ.

Do I need special permission assigned to me to access that screen?

@jgehling is right you want to run the BAQ Export Process. Not Action → Export BAQ, but the actual menu called BAQ Export Process.

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Excellent, good to know that there is a difference.

Would you happen to know if I need special permission access the program?

Nothing any more special than access to the menu.

Create an API key, then use the REST API, once done you have an url, which you will paste on the get data from web in excel