Open topic with navigation

ARCHIBUS Smart Client

ARCHIBUS Web Central

Exporting Data to Excel Format

From some Web views you can export the data in the view to Excel format (XLS) by clicking the XLS button in the upper right corner of the view or pane.

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.

Views from which the XLS action button is available

The XLS button is available from some Web views in both the Smart Client and Web Central.

In addition to the views provided out-of-the-box, your system integrator can customize views to include the XLS action. You can see a sample view at Technologies / System Integrator Views / Parts for Reports / Report with DOC, PDF, Excel, and Data Transfer actions.

Which fields are exported

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 exported.

Tip: When you export to Excel using a view that has a restriction set, the data meeting the restriction is exported. For this reason, exporting to Excel can be useful if your restriction includes too many records to show on the screen; using the export feature you are able to see all the records meeting the restriction in the exported XLS file.

Procedure: Exporting data in a view to Excel

To export data in a view to Excel:

1. Load the view and click the XLS action button.

   A dialog asks if you want to open or save the file.

2. If you select Save, a dialog appears. Use the dialog to select a location for the file.
3. 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.

See Also

Data Transfer Overview