Export to Excel

Audience: All users

 

Overview

Administrators and users with the correct permissions are able to export base charts,  custom charts, and plans to Excel, in order to see the data in a tabular format. The following article covers:

• Exporting charts and plans to Excel
  • Additional Excel export options
• Controlling available exportable fields

Note

Administrators can control which users are able to download chart data to Excel via their UI profile and Access Group.

Exporting charts and plans to Excel

The following section provides step-by-step instructions for exporting to Excel.

1. Open the base chart, custom chart, or plan that you want to export to Excel.
    

2. Click on the Export button in the top right corner of the screen, and then select the Excel spreadsheet option.
    

   

3. Optionally, type a name in the File name text box, so that the exported document is correctly named.
   
4. Click on the Scope dropdown option, and then choose the scope of the export. The following scope options are available:
   • Entire chart - Export the entire chart/plan starting with the top box of the selected chart or plan.
      
   • This branch - Export the currently displayed page, plus all subordinate pages.
      
   • This page - Export the displayed page only.
      
   • All records - Export the entire chart/plan starting with the top box, as well as any disconnected records.
      
   • Disconnected branches - Export a list of records with a missing or invalid supervisor that also have subordinate records.
      
   • All disconnected records - Export a list of all records with a missing or invalid supervisor.
      
5. Optionally, toggle the Include chain of command or Include system calculations options ON. Reference the Additional Excel export options section below for more information.
    

6. Click on the Fields tab, and then select the fields that you would like to include in the export. By default, all fields and formulas are included, and thus will appear in your Excel export.
   
    

   Note

   If you are on a position-driven chart or plan, you will need to select the employee and position fields that you would like to include/exclude in your Excel export in the respective 'Employee fields' and 'Position fields' tabs.

7. Optionally, click and drag fields in the Included fields column to re-arrange the order in which they will appear in your Excel export.
   

8. Click on Export. An Excel file is downloaded to your browser. If you are downloading an Excel from a position-driven chart or plan, two files containing the employee data and position data are downloaded.

   Note

   The settings that you've configured during this Excel export will be preserved for your user, so that you don't have to re-adjust them each time you export to Excel. Settings persist between sessions and are unique to each user.

Additional Excel export options

The following additional options are available when exporting to Excel:

Option	Description
Include chain of command	Include a Chain of Command field that displays the reporting hierarchy for each employee. For example, if Employee B reports to Employee A, the chain of command field would display: Employee B > Employee A.
Include system calculations	Include system generated calculations in the Excel export, isuch as: Span of Control, Subordinates, Headcount, Level, and Peers.

Controlling available exportable fields

Administrators can control which fields are available for users to export to Excel. The following section provides instructions for configuring which fields users are allowed to export. 

Note

Export field restrictions are applied for all users. To restrict only certain users from exporting or seeing specific fields, this must be done via an advanced security profile. Please reference the Security profiles article for more information.

1. Click on the Settings button in the bottom left corner of the screen, and then click on Chart settings.
   

2. Click on the Fields & Formulas tab, and then scroll down to the Fields allowed for Excel export section. Observe the two columns that detail the fields that can and cannot be chosen for Excel export (right and left columns respectively). By default, all fields and formulas can be chosen for Excel export.
   

3.  Click and drag fields between the right and left columns. Fields moved to the left column will be excluded from all Excel exports for all users.
   

4.  Once you've configured your Excel export settings, click on Save in the Fields & Formulas panel. All users exporting to Excel will not be able to export fields or formulas that were placed into the left column.