Exporting data to Excel

The data from an individual record can be easily exported to Microsoft Excel from the Contents tree:

  1. Locate the record in the Contents tree and click  Export Data to Excel on the item menu button .
  2. Select a template. The default template will export all attributes available in the current layout.
  3. To change the file format, click Options and choose the format required. The default file format for Excel exports is .xlsx for Excel 2007 and later workbooks.
  4. Click Download to export the data to a new Excel workbook on your computer.

What's exported?

The output from the Export Data to Excel command is a Microsoft Excel workbook that includes a number of different worksheets:

If the record being exported includes any file or picture data, such as PDF files or images, the output from the he Export Data to Excel command will be a zip file containing the Microsoft Excel workbook and a folder containing the file and picture data.  Exported data files are placed into a subfolder named after the attribute from which they come. For example, the record Nitrile adhesives in the ProcessUniverse table of the MaterialUniverse database includes a process schematic: when this record is exported to Excel, the result is a zip file Nitrileadhesives.zip containing  the Excel file and a folder with the picture data file:

Exporting version-controlled records

For version-controlled records, you can export a specific record version.

Released and unreleased versions can be exported and then imported back into the database; superceded versions can be exported but cannot be re-imported, to prevent them overwriting later versions. For example, if you have v1 superseded, v2 superseded, v3 released, and v4 unreleased: