2.0 provides a new way of exporting data to Excel. The new exporter allows you The Advanced configuration is an advanced way build more advanced Excel spreadsheets. This type of Excel Export allows users to export data to separate Excel sheets and upload a multi sheet Excel and use it file as a template. This opens the possibility to create more complex reports like COBie and SepsCompliant Export and Seps2BIM.
You Users can find the new Excel exporter from either;
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Advanced configuration by going to Reports and
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In this window you can build a new Excel exportExports Module and Excel exports Module → Right click on Excel exports → Project reports and select Advanced Configuration. Alternatively, select a existing project export and select Advanced configuration in the upper right side menu of the Project export detail window.
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In the Excel Export Configuration Module users can build new complex Excel exports. If there already exist exports, you users will see them in the list of exports on the left when they are shared. To create a new excel export select Excel exports->NewExports → New. Give the export a name and hit 'Save'.
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Follow the ribbon across the top to then create a Sheet in your Excel export. Select Sheet->New Sheet → New and give your the sheet a name and specify which the column and row you want to start exporting data to. At this point we will not actually export any data if we hit Excel exports->Export to Excel. To add data to our sheet we need to add a data source from dRofus. Add data source from Data sources->New data source;
First select "Target type" - to define what data you want the data will start in the Sheet.
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When creating multiple sheets in the same workbook the sheet names need to have unique names. |
Follow the ribbon across the top to then create a Data Source. Select Data Sources → New Data sources.
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First select from the drop down menu next to Target type to select the data source to export (Room, Item, Occurrence, Product etc.). You Users can also give the data source a name. After you have specified data source you can add fields you want to have as columns in your overwrite the target type name by changing the text in the Name field just below the target type selected. After selecting the data source users can add fields to export as columns in the Excel export. Select "Add" and and navigate the groups of data fields in the dialogue that appearsthrough the attribute selector to include a field. Include fields by double click clicking on them to move them from the left list side of options to the right side of fields to include, or use the arrow icons in the middle separation bar . You to include a field to the right side of fields to include. User can re-arrange the order of the fields by using the Up/Down buttons. The Excel Export will be sorted by the first field that is positioned at the top, followed by the second field, and then the third field. Click order of fields will determine the columns order in the excel export. Click 'Ok' when done selecting fields.
If you users want to add columns with a fixed, predefined text, you can select the option "Add fixed value" and and specify a the text/value in the text field on the right side of the window;
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In the Configure excel export you Excel Export Configuration Module users can also concatenate two or more fields from dRofus into one a single shared cell in the Excel export. Lets say I rather want For example, if a users wanted to combine 'Room number' and 'Room name' in one column rather that two. To achieve this we must use "into a single shared column they would use Add complex value". Select the fields you they want to concatenate like you would for adding fields and click 'Ok'. Then you They then need to specify the order of the fields using the help text and insert an optional separator between the fields in the 'Format template'; 
In the example below {0} represents the first field and {1} represents the second field.
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In the example above I have chosen to display the 'Room number' first (written like {0}) and then 'Room name' (written like {1}), with a comma and space as separators. In the 'E.g' field you will see a preview of how your field will be exported to Excel. Remember to 'Save' your work from time to time. To export the to Excel select the export name and select Excel exports->Export to Excel.
A preview of the fields being concatenated will show below the attribute change section on the right. Select Save each time a complex value is formed. To make a change to the attributes being used select Change.
To export from the Excel Export Configuration Module select Excel to Excel with the name of the excel export selected intended to be exported.
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All exports created in the Configure excel exports will Excel Export Configuration Module when shared will also be available under 'Excel project exports" in Reports and exportsExports.
To copy a completed export, select 'CopySave as' in the Excel exports ribbon.
If an excel export has a template file and one or more of the columns in the template file has a formula, no data is written into those columns
If a copy needs to be made of a completed excel export, use the 'Copy Buttom below
The data in A2 and B2 is summarized into C2 as the formula specifies
