> ## 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.
# Export to Excel
> Export your Nextedy RISKSHEET data to an Excel (.xlsx) file that preserves column formatting, cell styles, and data types for offline analysis and reporting.
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
Last reviewed on {formatted}
;
};
## Prerequisites
* An existing Risksheet document with populated data
* Risksheet version 24.2.2 or later for color and style export support
## 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.
Unlike PDF export, Excel export does not require a clean/saved state. You can export at any time, including with unsaved changes in the grid. However, saving before export is recommended for consistency.
## What the Excel File Contains
The exported file includes several key components:
| Component | Description |
| -------------------- | ----------------------------------------------------------------------------------------- |
| **Column headers** | First row contains all visible column names in bold |
| **Row headers** | First column shows Polarion work item IDs in bold, helping correlate rows with work items |
| **Cell styles** | Background colors and text colors from the grid are preserved (v24.2.2+) |
| **Formatted values** | All cell values are converted to Excel-compatible formats |
## How Column Types Are Exported
Risksheet handles each column type differently during export to ensure data integrity:
| Risksheet App | | Excel Output |
| ------------------------- | --- | ----------------------- |
| Boolean \[x] | --> | "true" |
| Enum (dropdown) | --> | "High" (display name) |
| Multi-Enum \[A]\[B]\[C] | --> | "Alpha, Beta, Gamma" |
| Item Link \ | --> | "REQ-1234" (plain text) |
| Multi-Link \[\{id,label}] | --> | "TASK-01\nTASK-02" |
| Server-Rendered \ | --> | Plain text + linebreaks |
**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:` (or `enum:`) 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.
## 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.
Items imported into Polarion through bulk import or API will not have calculated column values in the Excel export until they are edited and saved in Risksheet. Version 24.5.1 introduced a data sync feature for formula columns that resolves this issue.
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
## 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.
Switching to Flat table view before exporting can reduce export time from hours to minutes. The `masterMergeOnly` property controls whether the export uses hierarchical row merging or a flat table structure.
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
## Known Limitations
* **No custom Excel templates** -- Custom Excel export templates are not available. Use [PDF export with custom scripts](/risksheet/guides/export/pdf-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.
## 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
## See Also
* [Control Column Visibility in Exports](/risksheet/guides/export/column-visibility-export) -- choose which columns appear in the output
* [Export to PDF](/risksheet/guides/export/pdf-export) -- generate formatted PDF documents with custom layouts
* [Customize PDF Export Scripts](/risksheet/guides/export/pdf-custom-scripts) -- advanced export customization using Velocity templates
* [Configure Calculated Columns](/risksheet/guides/columns/calculated-columns) -- set up formula-based columns