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Importing Your Fulcrum Data Into Microsoft Excel

August 14, 2020

Using Excel in Fulcrum – a Quick Walkthrough

Microsoft Excel can be a powerful tool in manipulating and analyzing your data that you collect with Fulcrum. We here at Fulcrum use open and well known data formats. UTF-8 is the standard for the web. Unfortunately, Microsoft Excel has its own preference for data encodings. You can use Microsoft Excel’s import tool to massage your data in to working with Excel.

Once you have Microsoft Excel 2007 open:

  • Click on the Data menu bar option.
  • Next, click on the From Text icon.
Click From Text
  • Now, navigate to the location of the .CSV file you exported from Fulcrum.  Click on the filename and then click on the Import button.
Navigate To File
  • Choose the delimited file type and Choose 65001: Unicode (UTF-8) from the drop-down list.
Select Unicode
  • Check the “Comma” delimiter, which is what was used in the data exporter file.  The Data preview window will show you how your data will appear.
Choose Comma
  • Now, choose the appropriate data format for each column of data that you want to import.  You also have the option to not import one or more columns of data if you want.
Select Format
  • Finally, click on the Finish button to finish importing your data into Microsoft Excel.

Now all of your data will be imported properly into Excel and it will avoid any of the strange issues that come from document encoding changes. You now have the full power of Microsoft Excel to analyze, manipulate and massage your data.

Data Imported Into Excel
Generate Chart

Microsoft Excel is a very powerful tool for analytics, it can be used to generate practically every type of table and graph possible, even pivot tables. What sort of features to you like to use in Excel? For me, I love the radar charts! They allow you to analyze multivariate data in a quick  and easy to read format.

2021 Update:

Today we’re announcing a new file attachment feature that will save inspectors, data collectors, and administrators a ton of work when they need to manage document-based information. Documents are now just another data type: You can add them to any section of your Fulcrum app.

If your inspectors or data collectors need to keep track of documents related to an inspection, they can now attach those documents to an inspection record just like they would collect photos, video, audio, or signatures. Bills of materials, permits, schematics, and diagrams can be attached in PDF, Microsoft Word™, Excel™ or proprietary file formats to ensure that all related materials are in the same place as the inspection data, auditable, and available to everyone who needs them.

‍This long-awaited feature will save a huge amount of time compared to paper documents, on one hand, and electronic documents that you’d manage outside of Fulcrum – say, capturing and storing them independently on a mobile device, and connecting the dots later between those independently managed documents and Fulcrum records – on the other.

Attachments add no bulk for inspectors to carry and have none of the potential issues with person-to-person contact or physical document handling that paper has.

Attachments synchronize automatically to the cloud storage for easy sharing. Independently managed electronic documents, on the other hand, need to be sent by someone to an accessible place (such as Dropbox or Sharepoint) and shared by providing URLs to the people who need them.

And attachments prevent awkward workarounds, like taking lots of photos or screen captures of a multi-page document.

In short, Fulcrum record-level attachments cut process complexity and dramatically improve auditability when documents are part of your inspection or data collection process.

To read more about this update, please check out the blog below – and thank you for your support as we continue to grow and evolve!

New feature alert: File attachments!