Export from Portfolio analyser view

[Marco]

On several pages in the project web access it is possible to export data to
Excell but not in Portfolio analyser views. Is there another way to capture
the data from a portfolio analyser view and get in Excell ?

Thanks for your comments.

Marco.

 

[Dale Howard [MVP]]

Marco --

It is also possible to export data to Excel from a Portfolio Analyzer view,
provided the view displays the PivotTable in the view. Try this:

1. Apply a Portfolio Analyzer view that contains a PivotTable
2. Click the View Options tab
3. Make sure the "Show toolbar" option is selected (if not, select it)
4. Click the View Options tab again to collapse the options
5. Click anywhere in the PivotTable to select it
6. On the toolbar immediately above the PivotTable, you should see an
Export to Excel button (green X with a pencil)
7. Click this button to export your PivotTable data to Excel

Hope this helps.

 

[Marco]

Thanks. This works.

Marco --

It is also possible to export data to Excel from a Portfolio Analyzer view,
provided the view displays the PivotTable in the view. Try this:

1. Apply a Portfolio Analyzer view that contains a PivotTable
2. Click the View Options tab
3. Make sure the "Show toolbar" option is selected (if not, select it)
4. Click the View Options tab again to collapse the options
5. Click anywhere in the PivotTable to select it
6. On the toolbar immediately above the PivotTable, you should see an
Export to Excel button (green X with a pencil)
7. Click this button to export your PivotTable data to Excel

Hope this helps.