Exporting to Excel

To export an Angle to Excel

1. Execute the Angle (see Executing an Angle or Template ). The Angle results page opens.

2. Find the Display in the Displays pane . If there are many Displays, the Display tab of the Display might not be immediately visible. In that case, click to see the list of available Displays and find your Display there.

3. In the Action bar, click . The Export to Excel dialog box opens.

   

   

4. Enter the following fields:

   • Number of items - Specify the number of rows you want to export, or select all rows. You can change the default number of rows shown here in the Settings pane. See Setting the export options. This field is only available for Lists.

   • Add summary sheet - Check this box to add the Angle definition to the Excel file, in a separate Summary sheet.

   • Add definitions sheet - Check this box to add the help texts to the Excel file, in a separate Definition sheet.

   • Insert model timestamp - If you want the model timestamp to be included, you can specify here in which column it should be inserted. 1 represents the first column. If no model timestamp column is required, select None.

   • Header format - Select whether you want to include the ID, the short name, or the long name in the column headers of the Excel file. If you have defined an alternative name for a field, the alternative name will be shown in the Excel. Select the ID when the data is to be used in other tools for further processing. This field is only available for Lists.

   • File name - Specify the name for the Excel file. The Angle name is shown by default.

   • Excel template - Select the Excel template that should be used for the export from the drop-down list. By default, the template that is mentioned in the Display details (Angle) of the Display that you are exporting is used (see Setting the default Excel template for a Display). You can override this default by choosing a different template.

     You can also select a Process Automation Pack template here. Process Automation Pack templates are indicated by the icon. The included and related SAP processes are displayed under the drop-down list.

     Note:

     If a template has been removed from the system but not from the automation task, it may still be part of the drop-down list. A warning will be displayed if you select it.

   • Sheet name - Specify the name for the Excel sheet. The Display name is shown by default.

5. Enter the following fields:

   • File name - Specify the name for the Excel file. The Angle name is shown by default.

   • Sheet name - Specify the name for the Excel sheet. The Display name is shown by default.

   • Refreshable data - Select this option to enable that Angles data in your Excel spreadsheet can be refreshed from within Excel itself. This creates a constant connection between the data in this Display and the data in the Excel template.

     In Excel, go to the Data tab and select Refresh All (Ctrl + Alt + F5) to refresh the data.

     Tip: If Refreshable Data is greyed out, make sure that you have selected Available via AnglesGateway in the Display details.

   • Number of items - Specify the number of rows you want to export, or select all rows. You can change the default number of rows shown here in the Settings pane. See Setting the export options. This field is only available for Lists.

   • Add summary sheet - Check this box to add the Angle definition to the Excel file, in a separate Summary sheet.

   • Add definitions sheet - Check this box to add the help texts to the Excel file, in a separate Definition sheet.

   • Insert model timestamp - If you want the model timestamp to be included, you can specify here in which column it should be inserted. 1 represents the first column. If no model timestamp column is required, select None.

   • Header format - Select whether you want to include the ID, the short name, or the long name in the column headers of the Excel file. If you have defined an alternative name for a field, the alternative name will be shown in the Excel. Select the ID when the data is to be used in other tools for further processing. This field is only available for Lists.

   • Excel template - Select the Excel template that should be used for the export from the drop-down list. By default, the template that is mentioned in the Display details (Angle) of the Display that you are exporting is used (see Setting the default Excel template for a Display). You can override this default by choosing a different template.

     You can also select a Process Automation Pack template here. Process Automation Pack templates are indicated by the icon. The included and related SAP processes are displayed under the drop-down list.

     Note:

     If a template has been removed from the system but not from the automation task, it may still be part of the drop-down list. A warning will be displayed if you select it.

6. Click OK to start the export. By default, the Excel file will be saved in your Downloads folder.

Note: The Export to Excel functionality only operates fully if you have Excel installed on the device you are using.

Note: If you have selected the bucket "Per day" for a DateTime field, only the date is written to that field in the Excel file. See Editing a Display.