Excel

Configure Your Computer for Excel Downloads from PeopleSoft

PeopleSoft allows download of data to Excel from certain screens. Look for the icon shown below. It will appear in the dark blue bar at the top of certain data areas (search results, the headings of sections on various transaction screens, and elsewhere).

Download to Excel icon in PeopleSoft.

To allow downloads of financial data to Excel when working in PeopleSoft, you must make sure that your computer is configured properly. Once your computer is set up properly, this method will allow you to quickly move data to Excel any time you see the Excel icon in PeopleSoft. You may need the assistance of your local desktop/tech support staff, as some units have removed this level of administrative access for the general user on many computers.

Pop-up Blockers

Regardless of which web browser software you are using, the pop-up blockers must be off. (Allow pop-ups.)

Regardless of which web browser software you are using, the pop-up blockers must be off. Your local desktop support person should be able to assist you with turning off pop-up blockers. Depending on which web browser software you are using, your tech support may be able to configure it in such a way that pop-up blockers are only off when PeopleSoft is being accessed, if pop-ups are of great concern in your area.

If you are using Firefox or Safari, you may simply need to ensure that pop-ups are allowed (ensure pop-up blockers are turned off). Normally the next steps (configure the web browser software and configure the computer) are not necessary.

Your web browser must be configured to allow the download to occur.

If you are using Internet Explorer:

  1. Open Internet Explorer.
  2. Select the Tools menu and choose Internet Options from the submenu.
  3. Click on the Security tab and make sure that Internet icon is selected (the first icon on the left, a picture of the globe). 
  4. Click on the Custom level... button.
  5. Scroll down to Downloads and make sure that "automatic prompting for file download" is checked/enabled.

Your computer must be configured so that it understands how to react when you attempt to download a file from PeopleSoft.

If you are using Windows XP(we do not have instructions for Windows 7 yet):

  1. Open Windows Explorer (there are many ways to do this, among them, right-click on the Start icon; or hold down the "flying window key" while pressing the E key; or from your desktop select My Computer...).
  2. Select the Tools menu, then select Folder Options.
  3. Click on the tab for File Types.
  4. Search for and highlight the row on which the XLS extension appears.

    Screen shot of Folder Options showing Advanced button

  5. Click on the Advanced button.

    Screen shot showing the Edit File Type box

  6. On the Edit File Type box that appears, ensure the three check boxes toward the bottom are UNchecked: Confirm after download, Always show extension, Browse in same window.
  7. Click OK on the Edit File Type box.
  8. Repeat steps 4, 5, 6, and 7 for the file type XML, this is so the "download to XML" link will work properly in Query Viewer and Query Manager (effective May 2011 with the implementation of PeopleTools 8.50).

If all else fails, try holding down the CONTROL key while clicking on the Excel download icon in PeopleSoft. This has been known to temporarily override whatever conflicting settings your browser or system may have set at the time.

nVision

If you will be using nVision with Excel when running reports, read more about the Excel nVision Plug-in.

Multiple versions of Excel

I have BOTH Excel 2003 and Excel 2007 on the same computer, is there something special I need to do?

If the computer has BOTH Excel 2003 and Excel 2007 installed, PeopleSoft Financials' download functionality may default to Excel 2003 format. To switch to Excel 2007 as the default for Excel downloads from EFS follow these steps:

  1. Open Excel 2007 (a blank worksheet or any existing worksheet). Click on the Office button (appears in the upper left-most corner of the application). It looks like the picture below (the red, blue, yellow, and green icon in a circle):

    Office icon

  2. Once the Office menu appears, you will see options like New, Open, etc. on the left side of the menu and "Recent Documents" on the right side. Look at the very bottom of the right side of this menu, under Recent Documents, for a button called Excel Options. Click on the Excel Options button.

  3. A box will open titled Excel Options. There will be a left-hand "menu" and details of the "menu item" in the right-hand side of the box. Click on the Resources "menu item" on the left side.

  4. A series of items will appear in the right-hand side of the box. Find the item called "run Microsoft Office Diagnostics". To the right of this item will be a button labeled Diagnose. Click on the Diagnose button.

  5. Another box will pop up with "Is Microsoft Office having problems?" at the top. Click the Continue button on this pop-up.

  6. Another box will pop up. Click on the Run Diagnostics button. The diagnostics may take several minutes for each step to run.

  7. Yet another box will pop up. It should state that the program made repairs/took corrective action on at least one item. Click the Close button on this screen, then close all open Excel windows/documents.

  8. The next time an attempt is made on this machine to download an Excel file from PeopleSoft Financials, it should open in Excel 2007.

We are aware that Office has newer versions available for both the Windows and Mac operating systems. We do not have fresh information on how to configure Excel and PeopleSoft to work with these latest versions.