Export to Excel

Audience: All users

 

Overview

Administrators and users with the correct permissions are able to export base charts and custom charts to variety of different formats. The following section covers:

• Exporting base charts and custom charts to Excel

Note

For a more in-depth overview of all of the options available to users while exporting, please review the Exporting article.

Exporting base charts and custom charts to Excel

Users can export chart data to excel, in order to see their data in a tabular format. The following section provides information on how to:

• Control which fields are available to export to Excel
• Export chart data to Excel

Note

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

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.

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.

Optionally, select multiple fields at a time, and then click and drag them between the right and left columns to exclude or include them.

4. Once you've configured your Excel export settings, click on Save in the Fields & Formulas panel.

5. Click on the Chart button on the left-hand side of the screen to exit back to Chart mode.

Exporting chart data to Excel

Once Administrators have configured the fields allowed for Excel export, users will only have access to these fields when exporting to Excel. At the time of export, users can also choose to include or exclude fields in their Excel export based on the list of allowed fields (configured above).

6. Click on the Export button in the top right corner of the screen, and then select the Excel spreadsheet option from the dropdown menu.

7. Optionally, click on the File name text box, and then enter a name for the export file.

8. Click on the Scope dropdown menu, and then select how much of the org chart you'd like to export to Excel.

9. Optionally, adjust the toggles to include Chain of command or System calculated formulas.

10. Click on the Fields tab. By default, all allowed fields are included in the Excel export.

Click and drag fields between the left and right columns. Fields moved to the left column will be excluded in this Excel export.

11. Optionally, click and drag fields within the Included fields column to re-arrange them. The order configured here will be the order in which the field columns appear in the Excel export.

12. Once your Excel export settings have been configured, click on the Export button. The Excel file is 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.