Reflecting Summarized Result to Another App

You can export a summarized result to a file, and then reflect it to another app by importing the exported file. The steps to perform this action are as follows.
(1) Summarize data
(2) Export the summarized result to a file
(3) Enable the "Prohibit duplicate values" setting if needed
(4) Import the exported file to a different app

The following example shows how to summarize the sales amount by customer in the "Sales Management app" and reflect the summarized result to the "Customer Database app".

Summarizing Data

First, create a graph to summarize monthly sales by customer in the "Sales Management app".

  1. Open the "Sales Management app", and click the app settings button Setting button on the upper right of the screen.
  2. Select "Graphs" tab, and click the Create graph button Image.
  3. Specify the Chart Type, Function and more that you want to use for the graph.
    The following shows an example of the setting.
    • Chart Type: Table
    • Level 1: Customer Name
    • Function: Sum, Sales Amount
  4. Click Save on the upper left of the screen, and the click Update App.

Exporting the Summarized Result to a File

Next, export the summarized result data to a file.

  1. In the View of the "Sales Management app", display the summarized result you want to export on the screen.
  2. Click the option button Image on the upper right of the screen, and click Export to CSV File.
  3. Specify necessary options to export, and click Export on the upper left of the screen.
  4. Click the file name displayed on the "Exported Files Ready for Download" section to download it.

Enabling The "Prohibit Duplicate Values" Setting if Needed

In order to update the existing records, you need to specify the field that you want to use as "Key to Bulk Update" when importing a file.
If you want to specify the field other than the Record number as "Key to Bulk Update" (such as Text, Number, Date, Date and time, or Link), the "Prohibit duplicate values" setting needs to be enabled before configuring this setting.

In this example, "Customer Name" field (a Text field) is used as "Key to Bulk Update". Therefore, you first need to enable the "Prohibit duplicate values" setting for the field in the "Customer Database app".

  1. Open the "Customer Database app", and click the app settings button Setting button on the upper right of the screen.
  2. Hover the cursor over the setting button Setting button for the "Customer Name" field, and click Settings.
  3. Select "Prohibit duplicate values", and then click Save.
  4. Click Update App on the upper right side of the screen, and click OK.

Importing the Exported File to a Different App

Lastly, import the file exported from the "Sales Management app" to the "Customer Database app".

  1. Click the Options button Image on the upper right of the "Customer Database app" screen, and click Import from File.
  2. Click Browse and specify an Excel file or CSV file to import.
  3. When you are prompted with "Select Data Scope", select one of the radio buttons. If the file has item names in the first row, select "First row is header".
  4. For each field in the app, associate it with the column in the file to import.
    In this example, select the "Customer Name" and the "Sales Amount" fields in the "Column in File", and select the check box for "Customer Name" in "Key to Bulk Update".
  5. Click "Import" on the upper left side of the screen.