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QuickBase: The Missing Manual by Nancy Conner

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Creating an Application by Importing Data

Chapter 3 tells you all about how to import data into an existing QuickBase application. But you can also create a whole new application by importing data from another program, such as Microsoft Word, Excel, or Project. So if you’ve been emailing spreadsheets around to everyone on your team, you can simplify your life greatly by using that spreadsheet to create a QuickBase application—giving everyone easy, centralized, up-to-the-minute access to data.

To create a new application using data from another program, you can copy and paste the data, import it as a file, or import from Microsoft Project. Whichever method you choose, start from the Create a New QuickBase Application page (My QuickBase→Create a New Application).

Copying and Pasting

If your data’s currently in a Word table or an Excel spreadsheet, you can simply copy the data and paste it into QuickBase. QuickBase analyzes the data and suggests a table structure, which you can then adjust as needed.

Say you’ve been keeping records about your jewelry collection in a Word table and decide you want to create a QuickBase application instead. You may start off with a table that looks like the one in Figure 7-8.

Even if your Word table has a lot of fancy formatting, you can copy and paste it right into QuickBase. QuickBase strips out the formatting (which it can’t use) and converts your data into a QuickBase-style table.

Figure 7-8. Even if your Word table has a lot of fancy formatting, you can copy and paste it right into QuickBase. QuickBase strips out the formatting (which it can’t use) and converts ...

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