Export a Perspective to Excel

You can export a Perspective into Excel. When exporting from the Perspective Root, all tables’ records are exported into one Excel file.

To export a perspective to Excel

1. Open the Perspective Root dialog box.

2. Select Perspective > Export Perspective to Excel.

   The Save As dialog box appears.

3. Enter a new name, or select an existing name for the Excel file.

4. Select Save.

   The Excel file generated for the perspective will contain different tabs for the Perspective Root and each Perspective child. The example below shows a Perspective that contains the Perspective Root (remote tab) and four Perspective children: analog, rate, status, and multistate tabs.

   

   Note: There can only be one record in the Perspective Root’s worksheet (that is, the Remote tab). If there is more than one, the export is cancelled.