# Export to Excel Planning sheet allows you to export the table/matrix as either PDF or Excel. The industry-leading export capability delivers the following: * Export with formatting, category or value structure and notes * Export table/matrix along with scaled number formatting * Export calculated rows, columns, and edited cells * End-users in the Reading view can customize export options * Export to Excel with Expand/Collapse capability * Export to multiple Excel worksheets based on category * Pagination & page-break support for Export to PDF You can find the export option in the **Hom**e tab > **Others** > **Export.** There are two sections: 'Export to PDF' and 'Export to Excel'. Let's look at them one by one.

The Export tab opens as shown in the image below.

In the Export window, you have options to configure the Export format, properties, and settings. ### 1.1 Select Format Select format lets you choose the export format, which could be Excel or PDF. ### 1.2 Properties The properties option lets you choose the state in which the report has to be exported. It has 3 options. They are 1. **Fully Expanded -** You can export the visual with **all rows fully expanded** by choosing the **Fully Expanded** option.

2**. With Expand/Collapse** - Select this option to export as Excel with expandable and collapsible row hierarchy. {% hint style="info" %} Export to Excel retains the expand/collapse state only for row hierarchy and not for column hierarchy. {% endhint %}

Exported Excel with the Expand/Collapse option.

3**. Current State** - To export the current expand/collapse state without an option to expand/collapse in the Excel file, you can select the 'Current state' option. {% hint style="info" %} Export to Excel does not support images. Only basic icons that are available in Excel, rating, and data bars are supported. {% endhint %} 4\. **Entire matrix -** You can export all the rows and columns by clicking **Entire Matrix**. 5\. **Selected columns -** If you need to export only selected columns of your report, click **Selected Columns,** as highlighted in the image below.

Selected Columns alone are exported to Excel.

### 1.3 Export To The Export To option lets you choose the destination for your exported report. You can export the report to 1. **My Computer** - When you click on Export, the Excel file is downloaded to your Downloads. 2. **Send to Email** - Give the email address and the content of the email for the report to be mailed. * Email Address - You can also mention external email addresses (emails of people who are not a part of the organization) in the Email Address * Subject - In this field, you can enter the subject of the email. By default, it will have the names of all the fields added to the report. You can edit it if needed. * Body - In this field, you can enter the email body.

### 2. Advanced Settings The advanced settings vary depending on the type of Export. During an Excel Export, the following advanced settings are seen.

We have two major tabs. They are Header Settings and General Settings. #### 2.1 Header Settings Planning sheet provides support for exporting header elements such as dates and symbols. From the header settings UI, you can quickly select the lines of the header that you want exported to an Excel file. The Preview section shows how the selected header lines will look in the Excel export. Under Header Settings, we have toggles that can be enabled or disabled to show Header and Footer images.

The Header and Footer settings is enabled, which is seen in the exported Excel

In the image below, the **Header Content** toggles **are** enabled.

The Exported Excel header contains the lines enabled in the settings

### 2.2 General Settings In General Settings, we have options such as Smart Fit, Freeze header, Freeze Label Columns, and Add appendix at the last sheet. * **Smart Fit** - Fits the Content to the page smartly in the Excel sheet * **Freeze Header** - The Header is frozen at the Top of the page in the exported Excel * **Freeze Label Columns** - The Column Labels are frozen at the top of the Excel sheet, even when you scroll down. * **Add appendix at last sheet** - Select this checkbox to include a formula appendix tab at the end of the exported Excel report, enabling users to easily refer to the underlying formulas used.

The image below shows the all the General Settings enabled.

### 3. Copy to Clipboard Using the **Copy to Clipboard** option, you can copy the data from your Planning sheet, including calculated rows, columns, edits, and notes (if there are any). The copied data can be easily pasted into an Excel sheet. For large datasets, the content is automatically downloaded as a CSV file and viewed in Excel. {% hint style="info" %} The keyboard shortcut for the copy to clipboard option is **'Ctrl+C+L'.** {% endhint %}

The data has been copied and pasted into an Excel sheet, and it gets displayed as shown below.

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