Exporting artifacts from modules to CSV and spreadsheet files

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You can export the artifacts from a module to a CSV file or a spreadsheet in Microsoft Excel (XLS) and Office Open XML (XLSX) format.

About this task

You can export artifacts from a module in two ways:
  • Export a module view. When you export a module view, you can customize the attributes and link types in the view before you export the artifacts.
  • Export one or more artifacts from within a module.

Exports to CSV and spreadsheet formats now include special markup for links and embedded artifacts. This markup can be used to retain or create links and embedded artifacts if the file imported later. You can export links by including a link column in the view. Links, images, or embedded artifacts can also be present in the primary text of the requirement, which can be shown in the view and exported.

Exporting base artifacts links

You can export base artifacts links to a CSV file or a spreadsheet in Microsoft Excel (XLS) and Office Open XML (XLSX) format. You can create links between base artifacts and artifacts that are included in a module. You can then create a module view to export these base artifacts to a CSV file or XLS file.

You must enable an advanced property to complete this action. To enable the property, click the Administration icon, and then click Manage This Project Area. Click Application.

In the Configuration section, set the value of the EnableCoreBaseArtifactLinksWhenExporting property to true. After you enable the advanced property, you can export the base artifacts to a CSV file.

Procedure

  • To export a module view to a CSV file or spreadsheet file:
    1. If you do not already have a module view to export, create a view:
      1. In an open module, click the Configure Page Settings icon configure page setting icon to display the menu. Select Configure Columns to Display, and then follow the prompts to configure the attributes and link types to include in the view.
      2. Optional: In the left sidebar, select and configure filter settings. For more information about filters, see the related links below.
      3. In the left sidebar, click the Save View icon, type a name for the view, and then click OK.
      The new view is displayed in the Views section of the sidebar.
    2. Hover over the view, expand the View Options menu, and click Export. Follow the prompts to save the data into a new CSV file or new spreadsheet file in Microsoft Excel (XLS) and Office Open XML (XLSX) format.
  • To export one or more artifacts from within a module to a CSV file or to a spreadsheet file:
    1. Open a module and select one or more artifacts to export.
    2. Click an artifact menu, and then click Other Actions > Export Artifacts. Follow the prompts to save your data into a CSV file or spreadsheet file in Microsoft Excel (XLS) and Office Open XML (XLSX) format.

What to do next

For information about the fields that are included in an exported CSV file, see Export process for CSV and spreadsheet files.