Orien provides the capability to export its data in formats that can be imported by spreadsheet applications. Throughout the application there will be export links that will allow you to export data at the current level in the Hierarchy tree and in the current mode you have selected.
Data Export
Exporting data from Orien involves several steps. Let's review these in some more detail.
- Select the item in the hierarchy that you want to export data from.
- Select the Tactics module, then the Tactics tab (if required), and then select Export.
- You will be presented with the export screen. Select Start Export.
- The export will be queued for processing. Select the Refresh button.
- The final screen presents you with options to view the exported data:
- Download Document: Your exported data will be downloaded in a CSV or Microsoft Excel spreadsheet format.
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Open Online: If your Microsoft account has enabled integration with Office Online, you can select the Open Online option to access your document within the Microsoft’s Office Online.
Note
On your first attempt at opening a document online, you may be prompted by Microsoft to allow Orien access to save, modify, and open documents that will be stored by our software. Please allow access to enable this functionality.
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View Generated Documents: Your exported data is available for download in the document library. You can navigate to Generated Documents to access the new export (refer to the article on Generated Documents). From here you can download the export or open it online (this will open a new tab in your browser showing your new export).
Note
If the new window does not popup, please make sure that you have whitelisted Orien to allow popups.
A sample of a data export is shown below.
The process of export your tactics and modifying the data is demonstrated in the video tutorial below:
The process of creating data in an export spreadsheet is demonstrated in the video tutorial below:
Data Import
Data can also be imported from a CSV or Excel file to update existing information in Orien. When selecting the Import button from the main banner, you will be presented with a screen where you can select the files to import into Orien.
When you import the document, there will be validations of the document that will be run before the results can be applied to the data. You will get a list of results informing you of any errors, and how many records of data will be imported into the system.
Please remember to press Apply Import if you are happy with the data you are importing, and no errors are showing in the Info section of the screen.
If the import of the document succeeds you will see the item highlighted in green. If the highlighted box is red, this indicates the imported file has failed. An error message will indicate the time and date, the type of import, a small description of why the import failed, and the duration.
Import from Office Online
If you have used the Open Online feature, you can re-import your document directly back to the system. How to import from Office Online:
- Once you close the browser tab of the document you are working on, you will return to the Orien window. Select Import Document.
- This will now run the importation validations. Once this is complete you will see the results of the validation. Select Apply Import to finish the import process.