Use Excel to filter Triaster reports

 This article is suitable for a Library Administrator

Ref: 201010071337
Last Edited: September 29th, 2011
 
The Triaster Process Library contains a number of tools such as Ownership, Roles or Systems. The results of these reports can be exported to Microsoft Excel and manipulated using this application. This can be done as follows:
  • Right-click on the report table and select Export to Microsoft Excel. The data is now exported to an Excel spreadsheet and be used, for example, to produce graphs and charts.
Once the report data has been exported to Excel it is possible to filter the data. For example, you may want to see only a certain process owner or order a particular column alphabetically or numerically. Filtering can be set up as follows:
  • Select the top row (containing the headings).
  • From the top menu, select Data -> Filter -> AutoFilter.
  • Use the drop down arrows in the top row to either filter or sort.
It is also possible to save the spreadsheet as a template in order to automatically refresh the data whenever the template is opened. This means that the Excel sheet will be kept up to date without the need to repeatedly export to Excel when the library is published.


Need further help? Contact the Triaster Support team by e-mailing support@triaster.co.uk or by calling us on 0870 402 1234.
 
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