Exporting Data to Excel Format

From many views you can export the data in the view to Excel format (XLS) by clicking the XLS action button. The Export action processes data from the main table in the view plus any standard table in the view. For example, if your view includes fields from the Rooms and Room Standards tables, the visible fields of data from these two tables will be in the export.

The export routine writes data directly to the XLS file, using a human-readable format, so that:

Dates and times are formatted per the user's locale.
Enumerations show the display value (for example, Work Request Statuses would be "Issued", "Completed", or "Closed").
Enumerations and titles are translated into the language corresponding to the user's local.

Exporting to this format can be the most convenient way to get data into your spreadsheet, because it uses downloaded email message format (MIME format), and can open directly in your spreadsheet just like an email attachment.

Note: If you have exported your data to CSV format and then worked with the CSV file in Excel, you might encounter issues when importing the files back into ARCHIBUS. See Working with CSV Files in Excel.

To export data in a view to Excel:

Load the view and click the XLS action button.
A dialog asks if you want to open or save the file.
If you select Save, a dialog appears. Use the dialog to select a location for the file.
If you select Open, the file opens in a pop-up browser window.You can save the file from Excel by giving the file a new name.