Export business portfolio data to Excel or CSV
Export the business portfolio list data to Microsoft Excel or CSV so that you can use the data to share with stakeholders and prepare for analysis.
Before you begin
Role required: sn_apm.apm_user
Procedure
Navigate to Workspaces > Enterprise Architecture Workspace.
Open the Business capabilities hierarchy page by selecting the Business Portfolio icon (
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Business Portfolio icon.\).
Business Portfolio icon.\).
- Select the export icon (
Image omitted: export-icon.png
Export icon.\) on the Business capabilities hierarchy page.
Export icon.\) on the Business capabilities hierarchy page.
- From the File type drop-down on the Export window, select Excel or CSV to export the data to a Microsoft Excel or CSV file respectively.
Image omitted: export-pane-bc.png
Export pane on the Business capabilities hierarchy page highlighted.
Export pane on the Business capabilities hierarchy page highlighted.
- Select Export.
Result
A file with the selected format is downloaded and saved in your local system.
Note: You can also include the business applications data associated with the business capabilities, in the downloaded file. You must select the Expand row icon (
Image omitted: ExpandIcon.png
Expand Row icon.\) next to a business capability to ensure that the associated business applications for that capability are displayed onscreen and then follow the export process. Doing this ensures that the business application data is also included in the downloaded file.
Expand Row icon.\) next to a business capability to ensure that the associated business applications for that capability are displayed onscreen and then follow the export process. Doing this ensures that the business application data is also included in the downloaded file.
Parent Topic:Working with the business portfolio module