Running the Export Wizard from a List
You can create an Excel table from a list by clicking the Excel button located above the list.
By default, the Excel file created contains all elements of the list, and the attributes presented are attributes of the list.
You can also use the Excel export wizard to obtain an Excel file, which you can then import.
To create an Excel import/export table from a list:
Open the options window, select folder
Data Exchange >
Import/Export Synchronization >
Tools/Third Party Formats and check that option
Export Excel: Availability in Listviews option is selected.
Depending on the type of list, the Excel export file is presented in different ways:
• If the list presents a set of objects of the same type, for example the list of risks in the repository.
Then the Excel table created presents:
• in rows, objects of the list and,
• in columns, the values of attributes presented in the list.
If a predefined template file exists for the MetaClass of list objects, this file is used by default for export.
• If the list presents a set of objects, perhaps of different types, connected to an object by a MetaAssociation (this is the case for example for lists presented in certain properties pages),
Then the Excel table created presents two tabs per object type contained in the list. One tab presents all objects of the type, and the other presents the object connected by the MetaAssociation.
• If the list presents a group of objects of different types without a link to a common object.
Then the Excel table cannot be created.