Exporting a traceability analysis to Microsoft Excel

You can export traceability analysis results to a Microsoft Excel file. For example, you may want to share information with users who do not have access to Helix ALM or add information you already manage in Excel to the results.

1. Update the traceability analysis to display the links and relationships to export. See Analyzing item traceability.

2. Choose File > Export > Microsoft Excel Export.

The Export Traceability Analysis dialog box opens.

3. Select a format to use for the Excel file.

• Matrix displays one item type in rows and the other item type in columns.
• Two Column displays one item type in the left column and all linked items in the right column.

4. Select Open the file in the associated viewer after creation to open the file after it is exported.

5. Click Export.

The Save As dialog box opens.

6. Choose a location to save the file in and enter a File name.

The default file name is ExcelExport.xlsx.

7. Click Save.

The traceability analysis results are exported. The file opens if you selected the option to open it when the export is complete.