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PPM Support Tip: Changes to Export to Excel Functionality for PPM Portlets in PPM 9.30

Changes to Export to Excel Functionality for PPM Portlets in PPM 9.30

 

Knowledge Document: KM01733182

 

In PPM 9.22 and earlier versions, portlet data is exported to a fake Excel file which is actually in plain-text/HTML format. If you open the fake Excel file in Microsoft Excel, you will encounter a warning message. In addition, as it is not a real Excel file, some functions available to real Excel files are not available to the fake Excel files. There are complaints about the warning message and the limitations due to this.

 

Starting from PPM 9.30, you can export a portlet to a real Excel file in binary format. However, a few issues are raised in PPM 9.30 or later. This is caused by special portlet customizations. These customizations are lost from the exported Excel files.

 

Function comparison

 

Item

PPM 9.22 and older

PPM 9.30 and later

Exported Excel file extension

.xls

.xlsx

Exported Excel file name

Not meaningful.

For example : Portlet_1436168607840.xls

Meaningful.

For example, if the Portlet name is “My Requests”, the Excel file name will be “My Requests.xlsx”

Open the exported file with Microsoft Excel

A warning message pops up:

 

 

No warning message

 

 

The Excel file exported by the old functionality is readable in a text editor as it is actually in plain-text format:

 

 

 

The Excel file exported by the new functionality is not readable in a text editor as it is actually in binary format:

 

 

Hotfix and enhancement

 

In response to some complaints about the changes to the Export to Excel functionality, a rollback hotfix is available for builder portlets for PPM 9.31.

After applying the hotfix, the Export to Excel functionality for builder portlets will be rolled back to be the same as in the earlier versions of PPM.

 

If you need this hotfix please get in touch with support.

 

Note:

 

There is no such hotfix for Java portlets as they have different implementations.

To identify if a portlet type is builder or Java, select Search > Administrative > Portlet Definition from PPM menu.  Java portlets would be listed as Java in the Type column. Otherwise, they are builder portlets.

 

 

 

If you report issues of Java portlets, please check whether there is an problem with them, if not please again contact support.

 

Both old and new functionalities are available to builder portlets in PPM 9.31.0001

 

If you select the option Export to HTML Excel in the Edit Preference page of a builder portlet, the old functionality will be used. Otherwise the new function will be used.

The option is not selected by default. The option is not available to Java portlets.

 

 

 

Some known problems related to the new functionality are available in PPM 9.31

 

  • QCCR1L58059 – When exporting Request List portlet to Excel, empty date is displayed as #NUM!  in the Excel file.
  • QCCR1L57673 - #NUM! is shown in Excel file when exporting Portlet to Excel.
  • QCCR1L57640 – The Export to Excel functionality in PPM 9.30 does not work for fields that have HTML tags to display colors.
  • QCCR1L57683 - Decimals do not get rounded off when exporting portlets to Excel in 9.31
  • QCCR1L58310 (QCIM1L57956) - When exporting Request List Portlet to Excel, the dates in Excel Export file are one day earlier.
Best regards,
Randall

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