The process of exporting to Excel is straightforward as it is a matter of copying (from OrgVue) and pasting (to Excel) as you would with most edit tools, however there are some subtleties of which you should be aware.
See the bottom of this article for a YouTube video explaining how this all works.
If you want to do a simple export, you initiate this by selecting copy on the top right of the OrgVue dialogue
... then click Prepare at the next dialogue
... then at the next dialogue click CTRL-C from your keyboard
... and finally ensure an Excel worksheet is open and paste the data in using CTRL-V to complete the export.
This default export will copy the entire contents of your dataset into Excel.
However it is easy to miss that in addition to the 'Filtered' option there are four further options under Copy Data to Clipboard which remain hidden unless the down chevron is clicked to open the full dialogue:
These options are:
- Filtered: only those nodes which satisfy the currently set filter criteria will be included in the copy operation
- Selected properties: only those properties selected in the Properties section of the Side panel (and which appear in the Worksheet view (if there is room for them all) will be included in the copy operation
- Sort properties: sort properties into alphabetical order
- Copy values: evaluate expressions (or not) where present in individual cells i.e. worksheet view . If there is an expression in a cell and copy value is not selected, expression is copied as-is: if there is an expression set in the Edit Property dialogue and copy value is not selected, copied value will be blank
- Include generated properties: include OrgVue-derived metadata in the export e.g. isDuplicate, isLeaf, isOrphan, _id
So in most cases you will want to choose one of the dedicated options before going ahead with the Prepare step immediately prior to Export.
Please also be aware that certain options are logically incompatible with each other, which might impact what is exported
Archiving Using Export
Export is typically used for a basic archive function for the dataset (given OrgVue retains its own archives) prior to substantial dataset changes within OrgVue:
If there is a possible likelihood of exported data being reimported to OrgVue e.g. to overwrite changes, to retain complete version histories the original export *must* have the option Include generated properties set
Export troubleshooting tips
Problems are sometimes experienced with Excel along the following lines:
... data is not appearing in separate cells - instead some data is combined into one cell. ...
This problem is most likely to be seen when an existing Excel session is open and the export is into that session, and existing columns separators are "carried over" into the export from Excel.
On that basis, before trying other options try closing Excel outright, saving any other work, then reopening Excel before reattempting the export.
If that is unsuccessful, then you can download the CSV format direct from the server rather than via OrgVue's user interface. This is explained here
There are four steps here:
- Follow section Specimen One: List Accessible Tenants to identify your tenant ID i.e. https://[orgvue environment URL]/tenants/tenants
- Follow section Specimen Four: Datasets in a Tenant but include your tenant ID in the updated URL i.e. https://[orgvue environment URL]/MY_TENANT_ID/datasets
- Download the relevant CSV via the link shown
- Open via Excel by clicking on the downloaded file.
Watch this video to see a demo of how to export OrgVue data to Excel.