How to export data from PLMBR to excel

Lily
Lily
  • Updated

1. How to export techpack as a .csv file

Who can use this feature?
PLM premium and PLM professional

You can directly download the data in a csv format from your techpacks on PLMBR so you can further edit it as required.

The downloaded csv file does not include images.

 

Step 1: Inside the techpack dashboard page, select the mceclip4.png techpack or techpacks that you want to download data from, and click mceclip5.png option menu located on the top navigation bar. 

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Step 2: A window appears with a list of options. Select download as .csv from the options available. The data from the techpack will be downloaded to your system.

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All the cards and their information of the selected techpack/techpacks including the columns and the rows will be downloaded in the csv format. 

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2. How to export the techpack as .xlsx file

Who can use this feature?
PLM premium

 

Excel download is available only for premium users. You can download a Techpack in .xlsx format from PLMBR by selecting the option icon.

 

Step 1: Click on TECH PACK on your techpack board

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Step 2: Click on the versions option right next to doc settings.

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Step 3: Select the version you would like to download in excel format. Learn how to create a version

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Step 4: Click on this option icon mceclip4.png, followed by mceclip5.png Download as Excel option from the menu

Download as Excel.png

 

All the cards and their information on the techpack including the columns and the rows will be downloaded in the .xlsx format with images. 

excel-techpack__1_.jpeg

 

  


  

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