Exports in the Planning sheet

Planning sheet allows you to export reports to PDF and Excel while preserving formatting, layout, and data context. You can export complete sheets or selected data.

Exported Planning sheets retain key elements such as:

• Planning sheet layout and structure

• Cell values and number formatting

• Notes and annotations

• Filters and layouts

• Calculated rows and columns.

Prerequisite

• You have access to the Planning sheets to be exported.

Export a Planning sheet to PDF

Use PDF export to generate formatted, paginated sheets.

1. Go to the Export option.

2. Select Export to PDF.

1. Select the Properties

   • Entire Matrix - The Entire Matrix is exported.

   • Selected Columns - Only the selected columns are exported.

2. Configure Advanced Settings.

3. Select Export and download the file.

Configure Advanced PDF export options

Page Setup:

You can customise the output using page setup settings:

• Select Content Order

  • Row-first: Data fills across rows first, then continues to the next page.

  • Column-first: Data fills down columns first, then continues to the next page.

• Select page size (A4, A3, custom sizes)

• Select portrait or landscape orientation

• Select scaling to fit content.

• Select the Margin type.

Advanced Settings

• Enable Image/Logo to include images.

• Use an image as a background

• Set margins to align content horizontally and vertically.

• Include comments on the last page.

• Include Filter information.

• Enable compression to reduce the PDF file size.

Formatting

You can customize formatting using the following options:

• Apply font styles as needed.

• Select the display type for the Header and Footer.

• Set the decimal precision.

• Configure Auto wrap options.

Select Apply to save your changes, or select Reset to clear all changes.

Export a Planning sheet to Excel

Use Excel export for further analysis and data manipulation.

1. In the Planning sheet, select Export from Planning.

2. Select Export to Excel.

3. Under Export mode, select one of the following:

   • Fully expanded - Exports all hierarchy levels in an expanded view.

   • With expand/collapse - Exports data with hierarchy controls to expand or collapse levels in Excel.

   • Current state - Exports the report exactly as it appears, including applied filters and expanded levels.

4. Under Properties, select one of the following:

   • Entire Matrix - The Entire Matrix is exported.

   • Selected Columns - Only the selected columns are exported.

5. Configure Advanced Settings as required.

6. Select Export to export the Excel file.

1. Select the link to save your file to your local system.

Advanced Settings in Excel export options

Header Settings

Planning sheets support exporting header elements such as dates and symbols to Excel. Use header settings to control and preview which header lines are included in the export.

Footer Settings

Planning sheets support exporting footer elements such as dates to Excel. Use footer settings to control and preview which footer lines are included in the export.

General Settings

Configure additional options as required:

• Freeze headers and label columns.

• Smart fit to automatically fit content to columns.

• Add a formula appendix sheet.

Select Apply to apply the changes and configure your PDF Export settings, or select Reset to reset all the applied changes.