Export to Excel Use Case

Overview

In Version 4, you can add the Export to Excel button to any List pagepart and you can select which groups can view the the button. This feature makes exporting data to Excel fast and easy and allows users who don't have access to Site Administration to export data to Excel.

For our customers that have upgraded from an earlier version of ShareVision like, V3, 3.5 or 3.7, using this feature provides a fast and easy way to list data to Excel. 

Requirements/Dependencies

• To enable the Export to Excel feature:
  • In Site Administration, in View All Lists and Libraries, have a List that you would like to add to a Page.
  • In Configure Portal Settings, have added a PagePart to a Page on a Portal
  • Have completed the set up and configuration of the PagePart Name, Accessible on and Display Name (Review PageParts: Set Up and Configuration for more information.)

• To use the Export to Excel feature:
  • A user name and password to login to your ShareVsion site
  • Your user name added to the Security Group that has been provided access to the the Export to Excel button (if applicable)

Setting up the Export to Excel Button

Using the Export to Excel Button

Filtering by Date Before Exporting

Special Note: Exporting a Large Number of Fields

Creating a Page for Exporting to Excel