Publish to Excel

<< Click to Display Table of Contents >>

Navigation:  Bizagi Modeler > Generating documentation > Basic publishing and export >

Publish to Excel

You can publish your completed documentation and share it with your organization in Excel format.

Customize the output information to include in your document by selecting the diagrams and the elements desired.

 

Bizagi provides an intuitive wizard to help you through the steps to generate your documentation.

 

1. In the Publish tab, in the Process documentation group, click Excel.

 

GeneratingExcel1

 

2. If your model is stored in the cloud use the Profile name combo to select the profile used to publish the models. For models stored locally or Personal plans, this combo is disabled.

 

GeneratingExcel11

 

note_pin

By default, the profile My profile is selected to publish your models, if you want a new model, click create new profile option. This profile is private for the current user. Each user has a private profile

 

3. Select the diagrams that you wish to publish. Click the Search and select diagrams to publish field. Type the diagram name to filter the available diagrams, while you type, the wizard show you the diagrams which fits with the input name.

You can select one or more diagrams by checking the check box next to the name, if you use the filtering options, the selected diagrams remain.

When all the diagrams you wish to publish are selected, click the Apply button.

 

GeneratingExcel2

 

4. Choose the order in which you wish to publish your diagrams by using drag and drop features. Alternatively, you can sort them alphabetically by using the GeneratinWeb0 button.

Once finished, click the Next button.

 

GeneratinWeb5

 

In this step, you can override the publishing options for the current publish by click the Publish options link. The options are:

Exclude artifacts: When enabled, the application does not include artifacts on the publishing.

Black and white: When enabled, the publish exports the diagrams in black and white colors.

Exclude unused resources: When enabled, the application does not include resources which have not been included on any task's basic element properties' RACI Responsibility Roles. It means, the publishing includes only the resources which were used at least in one task.

 

5. Each diagram and their elements appear in the collapsible panel on the right. Select per each diagram the elements that you wish to publish in the documentation.
You can select all elements across all diagrams using the select all checkbox. By checking this checkbox ALL your diagrams and their elements will be marked as elements to publish. Any individual diagram configuration will be lost.

 

GeneratingExcel3

 

Using the left panel, you can filter the elements of the diagrams either by element type or role.

When you select one or more element types, the elements that match this type are displayed in the right panel. When you filter the elements, all the selected elements in the right panel remains even they are not displayed.

 

GeneratinWeb21

 

To filter by roles, expand the by role element and select the roles you want to use in the filter, Then click Apply.

 

GeneratinWeb22

 

You can individually select elements from each diagram marking their checkbox.

 

GeneratingExcel4

 

You can also use the sort by combo to let you sort the elements either alphabetically or as they appear in the diagram. This order does not affect the order in which the publication is displayed, but lets you find the elements when the model has several diagrams and elements.

 

Click Next, when you have included the elements in your publish.

 

6. The selected elements appears in this step. For each diagram select the order in which you wish the elements to be exported. Each diagram selected appears a s a collapsible panel.

By default elements are organized according to the sequence of the process flow. You can use the drag and drop features to set the order as you desire.

 

GeneratingExcel5

 

Click the GeneratinWeb18 button to order the elements automatically or click the GeneratinWeb0 button to order the elements alphabetically.

When you are satisfied with the order of the elements for each diagram, click the Next button.

 

7. Specify the appropriate folder in which you want to publish your process. This folder should have Read and Write permissions. If your model has been uploaded to the cloud repository, you can include the comments in the model. For more information please refer to Comments on models.

 

Click the Publish button to generate your documentation.

 

GeneratingExcel6

 

note_pin

If you use the Profile features and you have not saved the changes in the profile, The wizard prompts you to save the changes before publish. Saving is not mandatory.

 

GeneratinWeb23

 

8. The Excel file will be opened as soon as the documentation is generated with the default program installed locally to handle .xlsx files (MS Excel, Apache OpenOffice Calc, etc).

 

GeneratingExcel7

 

Excel Output distribution

Each sheet corresponds to a Diagram in the model.

If within your Extended Attributes you have tables, each filled-in table will generate an additional sheet.

The last sheet will display the resources defined in the Model.

 

The columns within each sheet are as follows;

 

Process Sheets: First three columns correspond to the ID, Name and Description of the selected elements in Step 4 of the Publishing wizard.

The other columns are the Basic and Extended properties of each element. When an element does not have such property related, the cell will be blank. Values for each cell are:

oWhen the column is an extended attribute with types Image or File Embedded, a link will be displayed with the name of the file. These files also published and stored in a folder created with the output within the path selected in step 6: [ModelName]_files\files\attachments.

oWhen the column is an extended attribute with type File link, the corresponding link will be displayed with the name of the file. Keep in mind that the file will NOT be part of the publication; it is located in the path defined in the documentation.

oWhen the column is an extended attribute with type Multiple Selection Options, the value displayed will be the selected options separated by a semicolon (;). i.e. USA; France; Germany

oWhen the column is an extended attribute with type Table, a link will be displayed referencing another sheet within the Excel file.

oWhen the column is an extended attribute with type URL, a link will be displayed referencing the address entered.

oFor the other extended property types, the cell will be displayed in General format.

 

Tables Sheets: This sheets will have the values entered in a determinate extended property with type Table. When an attribute is duplicated in many elements, all the values will be displayed in the same sheet.  

oThe first column will display the Element ID of the extended property.

oAll the table's columns follow the same behavior specified above.

 

GeneratingExcel8

 

GeneratingExcel9

 

Resources Sheet: First four columns correspond to the ID, Name, Description and Type (Role or Entity) of the resources defined in the Model. The cell values will be displayed in General format.