Export form data to Excel

You can export the data in Microsoft Office InfoPath forms to a new workbook in Microsoft Office Excel 2007. This allows you to quickly filter, sort, analyze, or create charts from the form data. You can export data from one form at a time, or from several forms at once. You can export all of the data in one or more forms, or select the exact data that you want to export. It is also possible to export data from forms that are stored in an InfoPath Forms folder in Microsoft Office Outlook 2007, or in a document library on a site that is running Microsoft Windows SharePoint Services.

Note: If you decide to export data from more than one form, all of the forms must be based on the same form template.

In this article

Before you begin

Export all of the data in a form

Export only some of the data in a form

Before you begin

To use this feature, you must have Office Excel 2007 installed, and the option to export form data to Excel must be enabled in the form template on which your form is based.

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Export all of the data in a form

Use the following procedure to automatically export all of the data from one or more forms to a new, blank Office Excel 2007 workbook.

  1. Open the form that contains the data that you want to export to Office Excel 2007.

    Note: If the form that you open contains digital signatures, you must remove the signatures before you can export the form data to Excel.

  2. On the File menu, point to Export To, and then click Microsoft Office Excel.

  3. On the first page of the Export to Excel Wizard, click Next.

  4. On the next page of the Export to Excel Wizard, verify that All form data is selected, and then click Next.

    Tip: If you want to quickly export all of the data from the current form, click Finish instead of Next.

  5. On the next page of the wizard, do one of the following:

    • To export data from only the current form, click Export data from this form only.

    • To export data from additional forms, click Export data from this form and these additional forms, click Add, and then locate and select the additional forms in the Add Files to Export box.

  6. Click Finish.

    In Office Excel 2007, a new workbook opens that contains data from the InfoPath form.

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Export only some of the data in a form

You can also use the Export to Excel Wizard to export data from the current view of one or more forms. You can export data from specific fields in the view, excluding or including tables or lists.

  1. Open the form that contains the data that you want to export. If there is more than one view in the form, open the view that contains the data that you want to export.

    Note: If the form that you open contains digital signatures, you must remove the signatures before you can export the form data to Excel.

  2. On the File menu, point to Export To, and then click Microsoft Office Excel.

  3. On the first page of the Export to Excel Wizard, click Next.

  4. On the next page of the of the Export to Excel Wizard, do one of the following:

    • To exclude tables and lists from the types of items that you want to export, click Only form data in the current view except tables and lists.

    • To include a particular table or list in the type of items that you want to export, click Only form data from the current view, including this table or list, and then select the group that you want to export.

      Note: If the view that you want to export data from doesn't include any tables or lists, this option is unavailable.

  5. Click Next.

  6. Select the specific data that you want to export, and then click Next.

  7. On the next page of the wizard, do one of the following:

    • To export data from only the current form, click Export data from this form only.

    • To export data from additional forms, click Export data from this form and these additional forms, click Add, and then locate and select the additional forms in the Add Files to Export box.

  8. Click Finish.

    In Office Excel 2007, a new workbook opens that contains data from the InfoPath form.

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