Exporting to Excel

The export to Excel feature enables authorized users to download the data currently displayed on an Analysis Board as an Excel (.xls) file. The export captures the grid data for the selected organization, reporting year, and column definition template.

  1. Open a Strategy or Area of Impact (AOI), then select the Analysis Boards tab.
  2. Ensure these values are set as required before exporting:
    • Organization or parent organization for aggregated data
    • Reporting year
    • Column layout
  3. Click Export to Excel. The .xls file is generated and downloaded to your local machine.
    Note: The exported file uses this naming convention: Board Name, Organization, Reporting Year, Column Def Abbreviation, .xls.