Publish in Excel

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Publish in 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. On the Publish tab, in the Publish group, click Excel.

 

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2. Select the diagrams that you wish to publish.

Select individually by using the Generatin Web2 button or by double clicking them.

Select all by using the Generatin Web3 button.

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

 

 

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3. Choose the order in which you wish to publish your diagrams by using the buttons on the right hand side. Alternatively, you can sort them alphabetically by using the Generatin Web0 button.

Once finished, click the Next button.

 

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4. For each diagram select the elements that you wish to include in the documentation.
You can select all elements across all diagrams using the Generatin Web6 button.

 

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You can individually select elements from each diagram using the Generatin Web8 button or by double clicking them.

 

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5. For each diagram select the order in which you wish the elements to be exported.

By default elements are organized according to the sequence of the process flow .

To move an element from its default position, select the element and click the Generatin Web16 button until you find the desired position.

 

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Click the Generatin Web18 button to order the elements automatically or click the Generatin Web0 button to order the elements alphabetically.

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

 

6. Specify the appropriate folder in which to publish your process. This folder should have Read and Write permissions.

 

Click the Finish button to generate your documentation.

 

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If your model has been uploaded to the Cloud, using MCS, a checkbox will appear asking if you wish to include comments. For more information please refer to Comments on models.

 

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7. 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).

 

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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.

 

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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.