Move from Excel
From Excel to Artavolo, step by step
Export from Excel, bring the files in, and see what came over before anyone switches. It is read in your browser, and nothing in Excel changes.
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Export from Excel
You get: The workbook itself: .xlsx, .xls of any version (Excel 2.0 on), .xlsm, .xlsb, or CSV.
- Save the workbook as it is: no conversion needed, old .xls files included.
- Take any password off the workbook first (File, Info, Protect Workbook).
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Bring the files in
- In Artavolo, open Import on the home page and choose Excel (opens it for you).
- Pick or drop the files, all at once: each becomes a table, linked where one names the other’s records.
- The tables and their fields are shown with their types, and what was found (links, lookups, groups). Untick a table to leave it out, and make the base.
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Read the report
It lists the tables and records made, the formulas and lookups checked against Excel’s own results record by record, and what is different, so nothing is dropped without a word. Keep Excel until the team works here.
What comes over
Your data, typed and linked
- Every sheet, a table each, with the header row found under any title rows
- Formulas repeated down a column, as formula fields checked record by record against Excel
- A column naming another sheet's rows as a link, and a VLOOKUP through it as a lookup
- Currency, percent and dates in the workbook's style; merged cells filled down; a totals row left out
What you rebuild
Named in the report, every one
- Charts and pivot tables (as dashboard tiles and grouped views)
- Macros (as automations)
- Formulas that reach other rows (running totals, say)
Rather we did it? We move a base or a whole workspace for a fixed price, rebuild what the export leaves out, and check it with you. Ask for a quote.
Questions
Moving from Excel
Yes: every Excel since 2.0, including .xls files from Excel 95 and 97-2003, and .xlsb. It is read in your browser.
A formula written the same way down a column (=B2*C2) becomes a formula field, {Price} * {Qty}, and the report checks its results against Excel's, record by record. Formulas that reach other rows come over as their values, said in the report.
A VLOOKUP into another sheet becomes a link to that sheet's record and a lookup of the value, so it follows the record when it changes.
Other moves