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Export powertable sheet

Export powertable sheets to Excel and PDF so you can work with, share, and analyze your data outside of powertable.

This article explains the common use cases for exporting powertable data to Excel and PDF, as well as the steps to do it.

Export to Excel#

Exported Excel sheets preserve the data, sheet structure, and lookup labels, making it easy to perform offline analysis, share information, and create custom reports.

Export to Excel is supported across all layouts.

Common use cases

  • Share powertable data with stakeholders who do not have access to it.
  • Make offline backups or snapshots of table data.
  • Perform advanced data analysis using some of the Excel features such as PivotTables, advanced charts, and more.
  • The export includes the powertable sheet data, inserted rows, and lookup labels.
  • Visual and formula columns that were added in the powertable sheet are not included in the exported file.
  • Also, export doesn't include the added comments and the comments column.
  1. To export the sheet in Excel format, select PowerTable > Export.
  1. There are two formats in which you can export:
  • Select Label to export the data retaining the lookup labels.
  • Select Raw Data to export the raw data in the same format as it was imported into the powertable.
  1. Then, select Export.
  1. After the export completes, select Download. Then, right-click the generated file link and save the file to your local system.
  1. The exported file looks as shown below. The ProductSubcategoryKey field retained the lookup labels since Label option was chosen. The sheet layout structure is also maintained.
  1. The Raw Data option generates the raw data in Excel as shown below without any lookup labels or structure.

Export to PDF#

Export various powertable layout views to PDF to generate a static, shareable snapshot of your project data. PDF exports preserve the current layout and formatting of the view, making them suitable for distribution, presentations, and offline review.

PDF export is supported for Gantt, Resource, and Calendar layouts.

Common use cases

  • Share project schedules and timelines with stakeholders who do not have access to powertable.
  • Include project plans in presentations, status reports, and project documentation.
  • Print project views for meetings, reviews, or offline reference.
  • Archive project snapshots at specific periods for offline auditing, tracking, or historical comparison.
  • Distribute resource allocation and workload information to project managers and team leads.
  • Share calendar-based plans and milestones with teams and external stakeholders in a portable format.
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