Export financial summaries to Excel

You can export an entire financial summary, or cost details of a specific fiscal year to Excel.

Export entire financial summary to Excel

You can export the entire financial summary to an Excel spreadsheet, except for the Totals by Year section and notes. To export the entire financial summary, click More > Export to Excel in the upper-right corner of a financial summary.

Regardless of the View options selected in the financial summary, the spreadsheet captures the following data, to the same extent you are allowed to view the data:

  • Forecast and actual data, presented by month.

  • Detail rows, aggregated by cost and benefit category.

  • Non-zero data over all the years in the database for the tables in the Cost Details and Benefits Details sections. The data captured and displayed in the spreadsheet is not limited to the data that can be displayed in the financial summary based on the range of displayable years configured by the administrator. Exporting the financial summary to Microsoft Excel is a convenient way to view all the data for any number of years.

  • All cost line user data and benefit line user data, not limited as in the financial summary to a maximum of five columns.

All financial data in the Microsoft Excel spreadsheet uses the currency selected on the financial summary.

You can also export a financial summary snapshot to Microsoft Excel. The spreadsheet is the same as for exporting a financial summary to Microsoft Excel.

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Export cost details to Excel

You can export cost details of a specific fiscal year to Excel from the new UI of the Edit Costs page.

To export cost details of a specific fiscal year:

  1. Open the Edit Costs page, and select the target fiscal year.

  2. In the cost details table, right-click any cell, hover over Excel Export, and click one of the following:

    • Displayed columns and displayed rows. Exports what you see in the cost details table to Excel. For example, hidden columns are not exported; rows that do not meet the filtering criteria are not exported.
    • Displayed columns and selected rows. Exports displayed columns and selected rows to Excel.
    • All columns and all rows. Exports all the data in the table to Excel, including hidden columns and rows that do not meet the filtering criteria.

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Display empty values as zero in Excel

By default, when exported to Excel, all the empty values in a financial summary are displayed as null in the Excel spreadsheet. You can have the empty values replaced with zero in the exported Excel, so that you can apply formula to the data in Excel. To have the empty values replaced with zero in Excel, set the EXPORT_NULL_FINANCIAL_DATA_AS_ZERO_TO_EXCEL parameter to true. For details, see Server parameters.

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