Export to file

You can export data from grid views in ALM Octane to Excel.

In this topic:

Export items

This section describes how to export backlog items from ALM Octane.

Backlog items, tests and test suites: You can choose to export items for the purpose of re-importing the file after adding or making changes to items in Excel.

To export items:

  1. Open the grid whose data you want to export.

  2. Select the grid items you want to export. If you want to export the entire grid, you do not need to select items. All items will be exported.

    Tip: Define a filter on the grid to list the subset of items that you want to export.

  3. In the toolbar, click the Export to Excel button .

Backlog items, tests and test suites

  1. In Export purpose, select Reporting or Import:

    Export purpose Details
    Reporting

    The resulting Excel sheet closely resembles the grid:

    • All the grid columns are exported to Excel in the same order as in the grid

      If the exported grid is grouped or sorted, the group-by or sort-by field is placed in the first column in the sheet.

    • The Last runs field is represented in the export file by four number columns: Planned, Passed, Failed, Requires Attention.
    • When exporting tests with their steps, each test and its steps is exported to its own sheet.
    Import

    When exporting for the purpose of import, the export file contains changes that make it compatible for import. These include the following:

    • Items of each type are listed in separate sheets. The sheets are labeled accordingly.

      Example: When exporting the backlog grid for import, defects are listed in the defects sheet, user stories in the user stories sheet.

    • The column headings use the fields' logical names, not the user-facing labels.

      Example: The heading of the ID column is unique_id.

    • An extra type column is added, representing the item's type (story, defect, etc.)

  2. If you selected Import as the purpose of exporting, select your intention for importing: Update existing or Create new. whether you want to import for the purpose of re-importing the same items with modifications, or importing new items.

    Import purpose Details
    Update existing

    Your purpose for exporting is to re-import the same items with modifications.

    The ID numbers in the resulting file are preceded by @. When re-importing, it indicates to ALM Octane that the existing item with the matching ID should be updated.
    Create new

    Your purpose for exporting is to import the items to another workspace.

    You can also use this option to create a template file that you can re-import with new items.

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Export limitation

ALM Octane allows you to export up to 300 items in each export operation.

If you select more than 300 grid items, the export button will be disabled.

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See also: