Exporting a Lifecycle Entity Financial Summary to Microsoft Excel

Click the Export to Excel button in the upper-right corner of the financial summary (see Figure 4-2. Top part of example financial summary for a lifecycle entity) to export the entire financial summary of a lifecycle entity to a Microsoft Excel spreadsheet, except for the Totals by Year section and notes.

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.

The filename of the Microsoft Excel spreadsheet is ExportFSToExcel.xls.

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.