Export tables to Excel or PDF

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Export tables to Excel or PDF

You can easily export the content of tables to Excel or PDF from the Work Portal, to obtain the data displayed in a specific table by clicking a button. In Excel you can manipulate the information or obtain quick reports in PDF. The information exported is as displayed in the table. That is, filters are taken into account.

 

Enabling Export to Excel or PDF

To allow exporting the data of a table to Excel or PDF enable the corresponding option on the form where the table is found.

 

1. Go to the form and click the table to display its properties.

 

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2. In the Basic tab locate the Export to Excel and Export to PDF properties. Enable the desired one.
You can enable both of them.

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Exporting data from the Work Portal

1. Go to the activity where the table is found.

 

2. A new icon is displayed on the bottom right corner of the table. Click on it.

 

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3. If you activated both PDF and excel export, select the desired format to export.

 

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The following images show how the exported data is represented in Excel and PDF. Regardless of whether you export to Excel or PDF, dates will be displayed using the format d-mmm-yy.

 

Excel

The columns of the table will be exported to the corresponding Excel cell format. The following table displays the conversions from Bizagi data type to Excel's cell format.

 

DATA TYPE

EXCEL FORMAT

Boolean (Yes - No)

General (Yes - No)

Currency

Currency

Date - time

Custom (the date format d-mmm-yy).

If time is included, you should manually change the cell's format to one that includes the time.

File

General

Displays the File name including its extension.

Image

General

Displays the Image File name including its extension.

Integer

Number

String

General

Big integer

Number

Extended Text

General

Float

Number

Real

Number

Small Integer

Number

Tiny Integer (0 - 255)

Number

 

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PDF

The Data type shown in the table in Bizagi will be the same in the PDF file. Recall that the time in Date-Time types is not displayed.

 

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