back to top

Quick and Dirty Way to Dump a Grid to Excel

If you’re looking for just a quick way to dump it out and don’t care if it is pretty or anything, then you can use Excel’s CopyFromRecordset method which copies a recordset into a range of cells.

Note that this only works in Excel 2000 or higher (Excel 97 only supported DAO recordsets, so you’ll get an error). You can pull the recordset out of the grid and pass it off to Excel. Pretty quick way to get it done.

 

Dim xlApp
Dim xlWb
Dim xlWs

Set xlApp = CreateObject("Excel.Application")
Set xlWb = xlApp.Workbooks.Add
Set xlWs = xlWb.Worksheets("Sheet1")

xlApp.Visible = True
xlApp.UserControl = True

'here's the magic
xlWs.Cells.CopyFromRecordset DataGrid1.Recordset

'now auto-fit the width of the columns
xlApp.Selection.CurrentRegion.Columns.AutoFit

Set xlWs = Nothing
Set xlWb = Nothing
Set xlApp = Nothing

 

You’ll notice however, that this will dump any fields in the recordset out to Excel, including any hidden ID fields. But at least it is a quick way to get it done. I suppose you could always clone the recordset to get rid of any undesired fields.

Of course another quick way is to take the code from the existing VBScript plugin that exports groups to Excel and modify it to fit your needs. However, this way is a quick way to get that done and can easily be added to a generic include script that yo can add anytime to you need to dump a SalesLogix grid to Excel.

Contact Customer FX for your CRM project
We let our expertise speak for itself - let us know how our all-star team can help on your CRM project
About the Author
Ryan Farley
Ryan Farleyhttps://customerfx.com/article/author/ryanfarley/
Ryan Farley is the Director of Development for Customer FX and creator of slxdeveloper.com. He's been blogging regularly about SalesLogix, now Infor CRM, since 2001 and believes in sharing with the community. His new passion for CRM is Creatio, formerly bpm'online. He loves C#, Javascript, web development, open source, and Linux. He also loves his hobby as an amateur filmmaker.

1 COMMENT

  1. Awesome, works like a charm!

    I’d been futzing around with TempGroups etc., but this is much better. And now that I understand you can actually manipulate the excel spreadsheet, I can do much more in terms of formatting etc. Thanks.

LEAVE A REPLY

Please enter your comment!
Please enter your name here

Infor CRM Sync for Exchange: Action Required by August 31, 2026

Using Infor CRM Sync for Exchange with Microsoft 365? Your Exchange administrator must update tenant settings by August 31, 2026 to prevent sync disruption.

[Webinar] What’s Coming Next for Infor CRM SLX and Why v10 Matters

See what’s coming next for Infor CRM SLX, including new marketing workflows, automation improvements, and reasons to consider upgrading to v10.

Disable Caching in Infor CRM SLX Web Client

In the rare case caching is causing issues in the Infor CRM SLX web client, it is possible to disable specific types of caching by making edits using Application Architect, and then deploying.

Exploring AI Options for Infor CRM v10

I've started taking a closer look at the AI capabilities built into Infor CRM v10. Over the next several posts, I'll share what I learn. From the built-in features and supported AI providers to implementation considerations, costs, and practical use cases.

Infor CRM SLX 10.0: Delegate Ownership Changes for “Everyone” Records

Learn how the new EveryoneOwnerAssignment secured action in Infor CRM SLX 10.0 allows designated users to change ownership of Everyone-owned records without requiring Administrator access.

Related Articles

Infor CRM Sync for Exchange: Action Required by August 31, 2026

Using Infor CRM Sync for Exchange with Microsoft 365? Your Exchange administrator must update tenant settings by August 31, 2026 to prevent sync disruption.

[Webinar] What’s Coming Next for Infor CRM SLX and Why v10 Matters

See what’s coming next for Infor CRM SLX, including new marketing workflows, automation improvements, and reasons to consider upgrading to v10.

Disable Caching in Infor CRM SLX Web Client

In the rare case caching is causing issues in the Infor CRM SLX web client, it is possible to disable specific types of caching by making edits using Application Architect, and then deploying.

Exploring AI Options for Infor CRM v10

I've started taking a closer look at the AI capabilities built into Infor CRM v10. Over the next several posts, I'll share what I learn. From the built-in features and supported AI providers to implementation considerations, costs, and practical use cases.

Related Videos