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How Information Transfers from CA Clarity PPM to Excel

When you export CA Clarity PPM information to Microsoft Excel, the format settings for each column are exported to Microsoft Excel. Any formulas used for aggregating or comparing column values are exported. You can expect certain changes in how information is displayed in Excel.

The following list describes how the various values appear in the Excel spreadsheet:

String

String

URL

Hyperlinked string

Grid columns with links

If the link is an image, then the column information in Excel is the image description (alternate text).

Boolean image or value

Yes/No

Number or formula or virtual icon column (such as image, stoplight, value, or range description

Up to three columns: one for value (number), one for range description, and one narrow column with background color if stoplights are displayed. Formulas export actual values, not the formulas themselves.

Date

Date formatting is preserved.

Money

Two columns: numeric value and currency code. Correct number of decimal places is preserved.

Virtual Gantt primary bar data

Three columns: Item name, start date, and end date, in addition to a Gantt chart column header prefix to show they all belong together.

Virtual Gantt secondary bar data

Three columns: Item name, start date, and end date, in addition to a Gantt column header prefix to show the columns belong together. The header prefix shows also shows the columns are different from the primary bar.

Virtual progress bar

Three columns: Current stage name, current stage number, and number of stages, in addition to a Progress column header prefix to show the columns belong together.

Column header

If present in CA Clarity PPM, this value appears.

Secondary value

Appears in a separate column; the column header title uses the attribute name.

Time-scaled values

One column for each time slice (years, months, quarters, weeks, or days). In addition, a Gantt column header prefix shows the time slices belong together.

Aggregation, comparison, and variance rows

The values or results are displayed in rows. The values are gray and do not display a corresponding row header. Select an aggregation or comparison value to see the formula used for calculating the value in the Excel formula bar.

Highlighted row by attribute

The two highlighted rows in Excel do not appear highlighted in Excel.

More Information:

Export Rules

Export Information to Microsoft Excel