Follow preliminary steps to generate a text file out of OASIS. These are detailed on the OASIS - Guide to Running Reports page. Then:
- Open Excel
- Click "File" and then "Open”
- In the "Look in" box, locate the drive or folder that contains the file you want to open
- In the "Files of type" box, click "Text Files"
- Double-click the file you want to import
- Follow the instructions in the Text Import Wizard
- Choose "delimited" for data separation type
- Choose "other" delimiter = | (pipe)
- Choose format for each column (you can click on the column to select it)
Note: We recommend you change anything that isn’t currency or a date to text format
- Click "Finish"
- You should see an Excel file with 20 columns of data. OASIS always gives us the data in a specific format. Headings will already exist in your file. Here are the column names in the exact order that you will see them.
- Other Location
- Total Cost
- Accumulated Depreciation
- Order (Req) Number (PAS, EP, PC, etc.)
- Organization Code
- Date Received
- Class Code
- When you go to save your data, be sure to change it from the text file to an Excel workbook under "file type".
For Mac Users
OASIS reports are now sent out as text file attachments. With Macs, instead of being sent as a separate file, it is embedded in the body of the email; a couple of extra steps are required to import the information into Excel:
- Highlight everything from “begin” to “end” in the text block that comes in the body of the email, copy this text, then paste it into a blank TextEdit (NOT Word) file.
- In TextEdit, go to the Format menu, and select the "Make Plain Text" option. (The program defaults to Rich Text Format (rtf), which will not work for this process.) Once you have chosen the plain text option, save the file with a name and use .uu as the suffix. It will ask if you really want to use .uu; say yes; OASISReport.uu, is an example.
- Then double-click the .uu file; it should convert to text, leaving you with a file named simply "OASISReport" (using the above example). Manually add .txt to the end of the filename, then open this and it shows your Oasis inventory data.
- You will want to paste this into a blank Excel worksheet and save it as an Excel workbook to maintain the Excel formatting. If you do not do this, it will remain a text file, and when you open it in the future, you will need to import it into Excel again. This can be done easily by choosing "Select All" and then "Copy" in the text file, and then "Paste" in the Excel worksheet.