Did you know that certain Banner pages allow you to export data to a .csv file, which you can then convert to Excel? If not, see below for some helpful tips regarding this feature:
- To export data from a particular Banner page, follow the steps below:
- Select the Tools menu from the upper right-hand corner of the screen.
- Next, select the Export option.
- If the Banner page does not utilize this feature, then you’ll receive an error message in the upper right-hand corner of the page stating Function Export Disabled.
- However, if the Banner page does utilize this feature, you should see a new .csv file generated in the upper right-hand corner of your screen and within the Downloads section of your computer’s user directory.
- If a .csv file does appear, then click on that file to see your exported data within the new .csv file.
- If you would like to obtain full Excel functionality when working with this data, you will need to use the “Save As” command to convert the .csv file into an Excel file (i.e., change the “Save as type” from CSV to .xlsx).
- Once your file has been saved as an .xlsx file, you should be ready to go!
- While this export feature unfortunately does not work with every Banner page, it does work on many of the common Banner Finance pages that you may find yourself using. See below for some common examples of Banner pages that allow the use of this feature:
- FGIBDST – Organization Budget Status
- FGITRND – Detail Transaction Activity
- FGITBAL – General Ledger Trial Balance
- FGIGLAC – General Ledger Activity
- FOIDOCH – Document History
- FGIDOCR* – Document Retrieval Inquiry
* While the Export feature on this Banner page does work, it takes longer to run than on other pages. However, if you wait, your data should eventually be exported.
Contact
If you have any questions related to this topic, feel free to reach out to UAFR at either (217) 333-4568 or uas@uillinois.edu.
