Exporting items to Microsoft Excel

You can export items and requirements to Microsoft Excel. For example, you may want to do this if you need to manipulate the data outside of Helix ALM or share it with people who do not have access to Helix ALM.

Microsoft Excel has a character limit of 32,767 in a single cell. Helix ALM truncates text to fit within this cell limit.

You can export the following: Customers, Folders (only from the List tab), Issues, Requirement Documents, Requirements, Test Cases, Manual Test Runs, and Users.

If a field contains more data than displayed in the list, the entire contents of the field are still exported. Images in multi-line text fields are not exported.

1. Make sure that the item list contains the columns and items you want to export. See Customizing item lists.

2. If you only want to export specific items, select the items. Otherwise, all items displayed in the list are exported. When exporting requirement documents, only the selected requirements within the requirement document are exported to Excel. When there are no selected requirements or the requirement document is the only item selected within the Specification Document window, then all the requirements within the requirement document are exported to Excel.

If the list has multiple pages, all items on all pages are exported.

3. Click Actions and choose Export to Microsoft Excel.

A progress dialog box is displayed while the information is exported. The Excel file is downloaded or you are prompted to save it depending on the browser. You can then open the downloaded file in Excel.