Configure data export options in Data-Viewer
Data-Viewer can be configured to allow users to export data to Microsoft Excel. When working with the Data Export options keep in mind:
- Only the columns displayed will be included in the export to Excel
To configure Data-Viewer to allow data export:
1. Click the General Settings button under the Preferences header in the Data-Viewer configuration screen.
NOTES:
1. This step requires you to have accessed the Data-Viewer Settings screens by clicking the Data Viewer Web Part Settings button in the web parts configuration tool pane.
2.** Data Export Options** are found in the lower section of the General Settings screen.
2. Select from the export options below
Option |
Description |
. |
Enable Export to Excel |
- When checked the Export to Excel link will be visible in the bottom right corner of the Data-Viewer Web part.
- If the Data-Viewer Web Part is configured to display both parent and nested data, only the parent data will be exported.
|
Export to Excel with data formatting (slower performance) |
-
The Export to Excel with data formatting (slower performance) button will only be available after the Enable Export to Excel option has been selected.
-
When selected, data exported to Excel is formatted based on a combination of Regional Settings and column configuration.
-
Export performance may be slower when exporting with data formatting.
When this option is not selected:
- Date and Time columns will be displayed in UTC time.
- Choice columns that allow multiple selections will include the separator characters #; between values.
- Lookup column values will include the item ID and the characters #;.
- Multiline Rich Text will display tags
- Percent columns won’t show the % sign
See examples here.
|
Enable Export Nested Data to Excel |
If you export all nested items, be sure the nested data is configured with a column that displays the name of the parent item or you won’t know which nested items goes with which parent item.
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