Publish Relatics table as Excel file

Publish Relatics table as Excel file

Relatics allows you to publish the content of a table as a comprehensible Excel file. Users can create a variety of table views containing different model parts or even tables with filtered and sorted data. So, after publishing a table, only the elements currently visible will be shown in the Excel file

Publish table as an Excel file

  1. Navigate to the type element from which you want to publish a table.
  2. In the overview, prepare a model. Optionally, you can Apply sorting and filtering to the Relatics table.
  3. Press Publish as MS Excel file in the ribbon above the table.

Note:

  • The file’s name will reflect the plural of the type element of which you’ve published the table.

Publish filtered and sorted tables

It is possible to publish a Relatics table that has filters applied to it. In that case, the Excel file will mirror the filtered table. This can be advantageous for cases where not all table data is needed. However, ensure no filters are enabled when you don’t need them. The same applies to any sorting currently active on the table. The download will match the Relatics table, so if any column has been sorted, the Excel file will show it too.

Notes:

  • The quality indicator button is a filter, so a downloaded Excel file will show filtered data when the button is active.
  • You can use the filter option of Excel to filter published data further, but doing so does not guarantee a readable table similar to a Relatics table. It is recommended to apply any filtering in Relatics before publishing it as an Excel file.
  • Cells in the Relatics table can appear merged in specific models. The Excel file will not show the same cell merging.

 

 

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