> ## Documentation Index
> Fetch the complete documentation index at: https://learn.nextedy.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Download Configuration as YAML

> Export an existing Nextedy POWERSHEET sheet configuration as a YAML file for offline editing, version control, or migration to another project.

export const LastReviewed = ({date}) => {
  if (!date) return null;
  const formatted = new Date(`${date}T00:00:00Z`).toLocaleDateString("en-US", {
    year: "numeric",
    month: "long",
    day: "numeric",
    timeZone: "UTC"
  });
  return <p className="mt-10 text-sm text-gray-400 dark:text-zinc-500 not-prose">
      Last reviewed on {formatted}
    </p>;
};

## Prerequisites

* Access to **Administration > Nextedy Powersheet > Configurations** in your Siemens Polarion ALM project
* An existing sheet configuration you want to download

<Steps>
  <Step title="Open the Configuration Manager">
    1. Navigate to **Administration > Nextedy Powersheet > Configurations**
    2. You will see a list of all available sheet configurations for the current scope (project, project group, or global)

    The configuration manager is available at three scope levels:

    | Scope               | What It Shows                                   |
    | ------------------- | ----------------------------------------------- |
    | Project             | Configurations stored in the project repository |
    | Project Group       | Configurations shared across a project group    |
    | Global (Repository) | Configurations available to all projects        |
  </Step>

  <Step title="Locate Your Configuration">
    Find the configuration you want to download. Project-specific configurations appear by filename. Global configurations are listed with their full repository path.

    <Tip title="Use the file manager interface">
      The configuration manager provides a file manager interface where you can browse, open, and download YAML files. Look for the download or export option for the configuration you want to retrieve.
    </Tip>
  </Step>

  <Step title="Download the YAML Content">
    Open the desired configuration entry. The YAML content is displayed in the editor. You can:

    1. **Copy the YAML content** directly from the editor and paste it into your local text editor
    2. **Use the file manager download** option if available in your Powersheet version

    <Frame>
      <img src="https://mintcdn.com/none-17b4493f/KGc-UcQNrDeK-NiS/powersheet/images/48001275923/5.png?fit=max&auto=format&n=KGc-UcQNrDeK-NiS&q=85&s=2cac86f68b90c0eaa7c9e62826bdbdff" alt="Sheet configuration editor toolbar showing the Menu dropdown opened with 'Download configuration -- Save the current configuration as a file' next to the Save button" style={{ maxWidth: "720px", width: "100%" }} width="650" height="198" data-path="powersheet/images/48001275923/5.png" />
    </Frame>

    The downloaded file contains the complete sheet configuration including:

    ```yaml theme={null}
    columnGroups:
      Requirements:
        groupName: Requirements
        groupStyle: blue
        collapseTo: systemRequirements.systemRequirement.title

    columns:
      title:
        title: Title
        width: 250
        hasFocus: true
      systemRequirements.systemRequirement.title:
        title: Sys Req
        width: 200
        columnGroup: Requirements

    views:
      Summary:
        title:
          visible: true
        systemRequirements.systemRequirement.title:
          visible: false

    formatters:
      readOnly:
        - expression: "true"
          style: readonly

    sources:
      - id: main
        title: User Needs
        model: rtm-model
        query:
          from: UserNeed
        expand:
          - name: systemRequirements
            title: System Requirements
    ```

    <Info title="Verify in application">
      The exact download mechanism may vary depending on your Powersheet version and the file manager interface. If a direct download button is not available, copy the YAML content from the configuration editor.
    </Info>
  </Step>

  <Step title="Edit Locally">
    Once you have the YAML file locally, you can edit it with any text editor or IDE that supports YAML syntax highlighting. Common modifications include:

    * Adding or removing columns
    * Adjusting column widths and formatters
    * Modifying expansion paths in sources
    * Creating new views

    <Warning title="Validate YAML syntax before uploading">
      Powersheet does not validate YAML content before saving to the repository. Syntax errors in your YAML (incorrect indentation, missing colons, tab characters) will cause the configuration to fail when loaded. Always validate your YAML with a linter before uploading.
    </Warning>
  </Step>

  <Step title="Upload the Modified Configuration">
    After making changes:

    1. Return to **Administration > Nextedy Powersheet > Configurations**
    2. Open the configuration you downloaded or create a new entry
    3. Paste or upload the modified YAML content
    4. Save the configuration

    The updated configuration takes effect immediately for any document referencing it. Users need to reload the powersheet document to see changes.
  </Step>
</Steps>

## Verification

After downloading and re-uploading a configuration:

1. Open a LiveDoc that references the configuration
2. You should now see the sheet reflect any changes you made to the YAML
3. Verify that all columns load correctly and data sources return expected results

## See Also

* [Assign Configuration to Document](/powersheet/guides/sheet-configuration/assign-config-to-document) -- link a configuration to a LiveDoc
* [Creating Your First Sheet Configuration](/powersheet/getting-started/first-sheet-configuration) -- build a new configuration from scratch
* [Configure Sources](/powersheet/guides/sheet-configuration/configure-sources) -- define data sources within the YAML
* [Add a Column](/powersheet/guides/sheet-configuration/add-column) -- add columns to your configuration

<LastReviewed date="2026-07-02" />