Export to Excel

Information

PLANTA project modules or particular module areas can be exported to Excel

Procedure

Open the required module.
Select the Extras → Send data to → Microsoft Excel menu item.
An export window will be opened in which you can define export parameters.
- If you want to save the export file, click on the appropriate button in the Save as area and insert the required path.
- Here you will find the description for the Use Excel freeze function for window 1 checkbox.
- You can choose between two different export types.
  - Standard export:
    - By activating the check boxes for the required data areas in the Advanced dialog box you can specify which data areas are to be exported.
    - By activating the Export layout check box you can specify whether module layout(colors) are to be imported to the Excel file.
  - Bulk export:
    - For performance reasons, OLEs and colors will not be exported.
    - The listbox shows all data areas which can be exported.
    - The data area which contains the most data will be selected by default.
      - The objective of bulk export is to export a data area with many data as fast as possible.
    - Select the required data area from the listbox in the Data area field:
  - You can start the export procedure by clicking on the Export button.

Notes

Data areas cannot be exported if they
- do not contain any data or
- if there are only buttons or bars.

Export Details

General

Export object	Export particularity
Visible/invisible fields	Only fields of the visible windows 1, 2, 3 will be exported. Invisible (hidden) fields are not exported.
Fields in tables (columns)	It is exported column by column. This means that for modules with several data areas, the first field of each data area is exported from PLANTA modules to the first column in Excel, the second field to the second column in Excel and so on. This count applies per window and restarts from zero in each window. Therefore, fields from different data areas that form a column in PLANTA modules are only displayed in a column in Excel if the number of fields before these data areas is equal to that in data areas in PLANTA modules.
Fields in masks	Fields from data areas, customized as forms in PLANTA modules, are displayed next to each other in Excel in the order of the data fields in the data area (not necessarily the way they are displayed on the surface). Note: When creating a data area you have to make sure that the order of the data fields makes sense. Prior to exporting, the order within the form can be checked using the tabulator and if necessary, it can be corrected in the data area (Customizing mode) by moving the data fields.
Multiple windows	When exporting to Excel, the Excel function Split is used to display the separator between the first and the second PLANTA project window. The separator between the second and third window in PLANTA project is displayed as a red (frame) line in Excel. As a result, the area in Excel which corresponds to the first window in PLANTA project will be frozen, while the area corresponding to the second or third window in PLANTA project is scrollable. Here you will find the description for the Activate Excel’s split function for window 1 checkbox. Tip: This is particularly recommended for modules in which the first window contains multiple fields. Otherwise you may not be able to view all fields of the module in Excel since scrolling, as mentioned above, is not possible. Alternatively, the split panes in Excel can be removed: To do so, click on the Window → Remove split menu item.
Headings in forms	Headings in form areas are always exported, regardless of whether they are displayed or not (provided that the corresponding data fields are displayed).
Headings in tables (column headings)/no column headings	Bar headings are only exported if records are displayed in the respective data area. Column headings are always exported to Excel as fixed headings.
Fixed headings in tables (fixed column headings)	Fixed column headings are always exported, regardless of whether the appropriate data area contains data or not.
Buttons	Buttons are not exported.
Bars (histogram and date bars)	Bars as well as the corresponding scale are not exported. If the Gantt chart contains numerical values, e.g. projected resource effort or costs, they are exported together with the scale, see the next line "Projections".
Projections	Projections, i.e. numerical values projected under the scale, are exported with their corresponding scale.
Alternating shading	Alternating shading is not exported.

Field Types

Field type Export particularity

Background fields Background fields are not exported. Exception: Background fields which contain an image.

Checkboxes Checkboxes are exported to Excel as value 1 or 0 (activated/deactivated).

Percentage values

To make sure percent values are formatted as percent values in Excel too, you have to check whether the corresponding data field is in a Format where "%" is the last character.

Notes for customizers: This format must either be entered in the Data Areas module , in the Format ID field or in the Data Dictionary, in the eponymous Format ID field.

Currency fields

For currency fields, the value from the database is always exported to Excel.

Notes for customizers

The values of the currency fields are saved in the database in the form of plain numerical values, dependent on the system currency. I.e. if the defined system currency deviates from the field currency, the value entered on the interface is converted when saving to the database. The number in the respective field on the interface may therefore deviate from the number in the database.
- The calendar is stored in the System currency field in the License, System Parameters and DB Instances module.
- You can define the field currency by specifying the currency format at skin, user, data table, or data field level.

Examples	Field	Database	Excel
1: Field currency=CHF, System currency=CHF, Default currency in Excel: €	20.000CHF	20.000(CHF)	€20.000
2: Field currency=€, System currency=CHF, Default currency in Excel: €	€20.000	25.218(CHF)	€25.218
3: Field currency=CHF, System currency=€, Default currency in Excel: €	20.000CHF	15.582 €	€15.582
4: Field currency=€, System currency=CHF, Default currency in Excel: CHF	€20,000	25.218(CHF)	25.218CHF

PLANTA project allows you to set currency fields to different formats. After export to Excel, they will be displayed in Excel’s standard currency format.
- E.g. PLANTA project’s EUR12345678.00 or €12,345,678.00€ formats will both be displayed in €12.345.678.00€ format after export to Excel.
- The standard currency in Excel and the standard currency format are defined by region and language options.
The IronPython-Funktion ExportToExcelSetCurrencyFormatting() allows you to define the format in which currency data fields are to be displayed after export to Excel for each module to be exported.

Date fields

Regardless of the date format in PLANTA project, the standard date format will be displayed in Excel.

The tt-mm-jjjj and mm.tt.jj formats, e.g., will be displayed in tt.mm.jjjj format after export to Excel.

Numeric fields

The value displayed in a numeric field in PLANTA project can differ from the value saved in the database when different formats are defined. When exporting to Excel, the value saved in the database is displayed in Excel’s default number format.

E.g. there are 80 (Hours) saved in the database but in the corresponding field, 10 (person days) will be displayed. After export, the value 80.00 will be displayed in Excel.

Export Details

General

Field Types

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