Export to Excel

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Prerequisites

• An existing Risksheet document with populated data
• Risksheet version 24.2.2 or later for color and style export support

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Export the Risksheet to Excel

1. Open your Risksheet document in Polarion.
2. Select Export to XLSX from the toolbar.
3. A progress notification appears with the message “Exporting to Excel — Please wait while the file is being generated.”
4. When the export completes, your browser downloads an .xlsx file named after the current document.

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What the Excel File Contains

The exported file includes several key components:

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How Column Types Are Exported

Risksheet handles each column type differently during export to ensure data integrity: Boolean fields export as the text values true or false rather than visual checkboxes. Enum fields export with their human-readable display names. For example, a severity field shows “High” rather than the internal ID. Multi-enum fields export as a comma-separated list of display names. Internal enum IDs are resolved to their display names from the Polarion enumeration referenced by the column’s multiEnum:<enumId> (or enum:<enumId>) type — there is no enums or ratings section in the sheet configuration. Unrecognized values are preserved as-is. Item link fields export as plain text showing the linked item label. HTML formatting from link references is stripped automatically. Multi-item link fields export as a newline-separated list of linked item labels. The JSON array of {id, label} objects is parsed, and each label is extracted as clean text. Items whose IDs begin with * are prefixed with an asterisk. Server-rendered fields export as plain text. List structures from HTML are preserved with line breaks between items.

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Calculated Column Values in Excel

Calculated columns (those using formulas in sheet configuration) display correctly in the grid but may appear empty in the Excel export for imported work items. This happens because formula values are only persisted to Polarion fields when a work item is edited within Risksheet. To ensure calculated columns export correctly:

1. Open the Risksheet document containing the imported items
2. Verify that calculated column values display correctly in the grid
3. If values are missing, save the document to trigger data sync (v24.5.1+)
4. Re-export to Excel

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Performance Optimization for Large Sheets

Cell merging is the primary bottleneck for Excel exports. Large FMEA sheets with deep failure mode/cause/effect hierarchies can take a long time to process. Additional performance settings:

• Set refreshOnSave to false to avoid a full sheet reload before export, which also preserves your scroll position
• Set moduleOnlyPermissions to true for faster loading on large sheets (v24.8.5+)
• Version 25.2.0 includes optimizations specifically for merged cell processing during export

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Known Limitations

• No custom Excel templates — Custom Excel export templates are not available. Use PDF export with custom scripts for advanced formatting needs.
• Images not exported — Embedded images in work item fields do not appear in the Excel output.
• Rich text stripped — Rich text formatting from Polarion fields is converted to plain text. Rich text can be displayed read-only in the grid using serverRender, but the formatting does not transfer to Excel.

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Verification

You should now see a downloaded .xlsx file in your browser’s download folder. Open it and confirm that:

• All visible columns appear with correct headers
• Row headers show the expected Polarion work item IDs
• Cell colors and text formatting match the Risksheet grid (v24.2.2+)
• Enum values display as readable names, not internal IDs

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See Also

• Control Column Visibility in Exports — choose which columns appear in the output
• Export to PDF — generate formatted PDF documents with custom layouts
• Customize PDF Export Scripts — advanced export customization using Velocity templates
• Configure Calculated Columns — set up formula-based columns