Export a workbook or worksheet tab

Export the data as an XLSX file for use elsewhere.

User permission for methods 1 and 2: Budgets & Forecasts User permission for method 3: Budgets & Forecasts and Manage Budgets & Forecasts

There are different ways to export a workbook or tab. Select the method that best suits your needs. With methods 1 and 2, the data is exported in a format similar to how you view it on the screen. However, if formulas are used to calculate values, they are omitted (only the values are displayed).

With method 3, the data is exported in an unformatted state (flat file) suitable for importing into other applications, such as your ERP or back into Phocas.

Method 1: Standard export process

This method allows you to write the name of the export file and determine which tabs are included in the export. By default, all the worksheet tabs are included.

1. Either click the Export button in the top right corner of the workbook or click the Budget menu > Export to Excel.

   
2. Edit the default export name, if required.

3. Determine the worksheet tabs that are included in the export:

   • By default, most tabs are included in the export. If you only want to export one or more specific tabs, click the Tabs button then clear the checkboxes of the tabs you do NOT want.

   • If you are a headcount owner or administrator, you have the option to include the data from the Headcount (Input) tab. This option is not selected by default, so if you want this data, click the Tabs button and select the Headcount (Input) checkbox.

     
4. Click Export. The file downloads to your computer.

5. Click the file to open it in Microsoft Excel.

Method 2: Quick export

This method allows you to quickly export a whole workbook or a specific worksheet tab, bypassing the standard export process. The name of the export file is automatically generated, based on the name of the workbook and/or tab, as applicable.

To quickly export the whole workbook, open the Main tab, then either click the Tab menu or right-click the tab name, then click Export workbook to Excel.

To quickly export a specific tab, either click the Tab menu (when the relevant tab is open) or right-click the tab name, then click Export tab to Excel.

Method 3: Export via the publishing process (flat file)

This method allows you to export the data from a specific worksheet tab into an XLXS file, which opens in Microsoft Excel. The data is in a basic, import-friendly format, ready to be used elsewhere. If you prefer to export the data in a format similar to how you see it on-screen, use either method 1 or 2 above.

In the bottom right of the worksheet tab, click the Publish button, then select Export to Excel. Edit the default file name and select the applicable publishing options.