How do I export data to an Excel spreadsheet or other software?

To export fund data to an Excel spreadsheet simply click on the number of the row at the left of the data display to tag each of the funds you wish to copy into Excel. Then, click "Menu/Edit/Copy" to copy them to the Windows clipboard. Switch to Excel and choose "Menu/Edit/Paste" to copy the data into the spreadsheet.

This operation copies all the records and columns that you tagged in database view. You can reduce the number of columns by using "Menu/Edit/Options" to choose which columns to display before tagging and exporting.

If this is a recurring task, the best way is to create a new tabular report ("Menu/Pages/New/Database View/Tabular Report"). Then, choose "Menu/Edit/Options" and select only the columns you are interested in exporting. You can then, choose to isolate the funds you want by either tagging them and choosing "Menu/Database/Show Only Tagged Funds", or by specifying their “ID number” in the Filtering environment.

You can also paste the data into Windows WordPad or other software.  The format is tab-delimited text.

You can then save the file or files, if necessary, and create an import file to another database application.

The subsequent use of such data must normally follow the single user license of Steele Mutual Fund Expert. If you need have the data be used by more than a single person, we will work with you and your company to establish an affordable license for the further use of the exported data by a specified number of people.  To accomplish that please contact us at Support@SteeleSystems.com.