2013 Est Reports in Excel format?

[regal180]

Anyone using 2013 Est and what reports are you using for this? We are using Building Data and 2013 Est but have no reports that we can get to work. We are looking for something that can be used in an Excel format with the detailed options like the old Est Reporter format. The reports that we have from the system are vary generic and don't do us any good. Thanks.

[mayraschke]

Anyone have an answer we are having the same issues

[bobcat09]

You will need to create a data export within EST (File->Export->Item Data Fields). This is similar to creating an IRP file within the report builder. This will give you the option to report what you need to report out. You will also have the option to export Ancillary Data as well. I have attached a PDF from the Estmep.chm help file.

[bknapton]

Best option would be to make your own reports.  This way you get what you are looking for.

As for the old EST reporter. You can easily make macros to import and format data in Excel when exporting to text files from EST.

[CetinC2]

Also a good thing is if you create your own report after reviewing the priorities and options in the new program makes it quite easy to create a useful report. The hard part is knowing which category should be what priority and compiling the information into easily reviewed reports. We use the zone function to name systems such as FC-4 to enter in the supply and return as well as any miscellaneous duct work decided to be inputted using software. Then have the report simply print out a fab hrs, installation hrs, and matl costs in which we have a separate excel report that keeps track of labor rates rather than use the program. This allows us to simply what is reported out from the program and use the $/labor rates in the excel with a more easily update-able and controllable option. Good luck.

[alanPMI30]

Attached is one report that I use for piping and material. Save it in your /Fabrication 2013-Net Share\BD-Folder\BD_ImperialUS_NetRoot\MIS\ESTmep folder and you should be able to export it from your EST-MEP.

[Kuhns]

Two words...Pivot Tables...

[cnash]

Two words...Pivot Tables...

I've tried to make Pivot Tables and for simple stuff it works fine, but full reporting... Not as well.
We are looking to get something similar to a Estimation (Logistics) excel export and I haven't found a way to make it at all an intelligent export. (Maybe it's me not being intelligent, I wouldn't know haha)

[bknapton]

What do you mean by intelligent export?  I import a text file and format the sheet automatically via an Excel macro.

[cnash]

What do you mean by intelligent export?  I import a text file and format the sheet automatically via an Excel macro.

I would like to be able to export a report and change valves and have it carry over. Items like discounts or list pricing or something to that effect.
Also I guess I need to learn a little more about pivot tables to make something a little more suitable.

[Kuhns]

We set up an excel sheet that has multiple ways of looking at the same data.  We import the .txt file that is exported from the program, and mine it for the information we need.

One of the excel sheets is a pivot table that can be endlessly manipulated to give you just about any combination of data needed for breakouts, etc...

[cnash]

We set up an excel sheet that has multiple ways of looking at the same data.  We import the .txt file that is exported from the program, and mine it for the information we need.

One of the excel sheets is a pivot table that can be endlessly manipulated to give you just about any combination of data needed for breakouts, etc...

That is basically what I did, but the pivot table isn't perfect (was my first time really making one for anything important).
But you can't manipulate data that is exported from the text files because there is no formulas to get the extended costs or labor, it's just all values that have been pulled out of EST.
We would like to be able to manipulate some values after they have been pulled such as labor rate, material discount, etc. etc...