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Export the Grid

  1. Open your RISKSHEET document in Polarion
  2. Click the Export button in the toolbar (or use the context menu)
  3. Select Export to Excel from the dropdown menu
  4. The browser downloads a .xlsx file named after your document
The Excel file includes:
  • Row headers with Polarion work item IDs
  • All visible column headers
  • Cell background and text colors
  • Top-aligned, word-wrapped content
  • Formatted data for all column types

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How Column Types Export

Different column types export with specific formatting:
Column TypeExport FormatExample
Item LinkPlain text (link text or binding value)“REQ-123”
Multi-Item LinkNewline-separated list, * prefix for new items”TASK-45\n*TASK-NEW”
Multi-EnumComma-separated, newline-delimited names”High,\nMedium”
BooleanText values true or false”true”
Server-RenderedPlain text with <li> converted to newlines”Item 1\nItem 2”
CalculatedComputed values (see warning below)“42”
Before version 24.5.1, calculated column values were inconsistent in exports, especially for imported work items where formula values weren’t saved to Polarion fields. If you’re migrating data or importing work items, ensure you’re on version 24.5.1+ for reliable formula column exports. For earlier versions, manually save each work item after import to persist calculated values.
When using enumeration fields in formulas (for styling or calculations), reference option IDs like 'acceptable' or 'riskMitigation', not display names. This ensures formulas work correctly in both the UI and exports.

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Customize Export Content

Use saved views to control which columns appear in the export:
  1. Create a saved view with only the columns you want to export
  2. Apply the saved view before exporting
  3. Export to Excel
  4. Switch back to your working view
Excel export templates cannot be customized. For advanced export formatting or custom layouts, use PDF export with custom scripts instead.

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Style Preservation

The export automatically preserves: diagram
Some users have reported export button issues in Firefox. If the export button doesn’t respond, try using Chrome or Edge browsers.

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Verify the Export

Open the downloaded .xlsx file. You should see:
  • First column contains work item IDs
  • Column headers match your RISKSHEET configuration
  • Cell colors and text formatting preserved
  • Multi-line content displays with word wrapping
  • Calculated column values appear correctly
If calculated columns show inconsistent or missing values, verify you’re on version 24.5.1 or later, or manually save work items to persist formula results.

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See Also

Support TicketsSource Code
  • ExportToExcel.ts
  • CommandFactory.ts
  • ExportToExcelCommand.ts
  • ExportToPdf.ts
  • ExportToPdfCommand.ts