Allow export of a report in a normalized excel format

elorimer
elorimer Quicken Windows Subscription Member ✭✭
edited February 1 in Reports

One can export a report in the form of an excel worksheet. It would be helpful to be able to export the data in a report in first normalized form (i.e., just the data in columnar format, without the titles, null fields, and so on). Of course, you can power query it into that form without a lot of difficulty, but it would be a convenience.

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  • Don406
    Don406 Quicken Windows Subscription Member ✭✭✭

    @elorimer - I suspect what you're asking for is essentially a table export. I think this is a valid idea. I recommend you create examples of before and after so that the community can better assess and vote.

  • elorimer
    elorimer Quicken Windows Subscription Member ✭✭
    edited February 11

    Yes, essentially a table export. Here, for example, is the Tax Schedule exported in excel format, where you get a lot of extraneous stuff (empty rows, columns you don't want, etc):

    Quicken Exported Tax Summary 2022.pdf

    You can't do anything with that. With about 17 steps, you can power query that into FNF:

    Powerqueried.pdf

    Both obviously mostly redacted. Now you have an excel table that you can filter, group, do further power query, pivot tables, etc. Or, treat it as a linked table in Access. But one would think it would not be difficult to export into an excel sheet with selected columns and save individuals the work.

  • Don406
    Don406 Quicken Windows Subscription Member ✭✭✭

    @elorimer Yes, I think this is a good idea.

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