process4.biz 7.x Documentation

features description for Process4.biz

Excel Data Export

Export Settings

  • Choose a setSettings are stored in the set (selection of the unit to be exported, classes, properties, etc.). You can select an already defined set or define a new one. You can remove here sets no longer used.In this window, you can define the set name and the description and you can also enter the translations. For existing sets you open this window by clicking on Set Details. The name of the set and the description can be translated into other languages; to open the translation window, click the button “T”. 

329524 The start window of the Import Export Manager

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  • Unit
    Select the desired Unit(s) from which you want to export data. The export can be performed for data of one or more selected units within the same descending hierarchy line. No parallel units can be selected simultaneously for the export process. Objects of an individual Child-unit can also be exported.

  • Excel document
    Specify the MS Excel file name and the path for storing the data to be exported. You can use an already existing file.  

  • Object links
    Check this box if you want to export object links as well.

  • Diagram Links
  • Check this box if diagram links are to be exported as well.
  • Used in Diagram
    Check this box if you want to see the list of diagrams on which the object to be exported is used. **
    **

  • **Export diagram properties
    **Check this box if you want to see the list of diagrams properties in the report.

  • Export shape-specific data
    Check this box to export shape-specific data of objects (see chapter Shape-Specific Properties). Property values that are marked as shape-specific are displayed in Excel in the following form: “Unit Name :: :: DiagramName Shape Number :: Value”. ** **

  • Filling empty property values with default values
    Enable this option if you want empty properties to be filled with values from the default language. Note that there are some properties, such as unit name, object name, class name, and some selectors, such as diagram selector, class selector, etc., which are filled automatically, because it is necessary for the proper functioning of the extension. ** **

  • Exclude all items that are defined in the modeler as invisible
    Units, classes, objects and diagrams can be marked as invisible in process4.biz (see Visibility Settings and Apply/Edit a design element). If you enable this option, these invisible items are excluded from the Excel report. In other words, classes are invisible in the wizard window and objects from these classes are not included in the report. ** **

  • Choose another content language for the export
    This option allows you to export your data in multiple languages to Excel. This allows for maintenance and translation of your model in a simple manner. When selecting one or more additional languages for each object in Excel, a second, third, etc. line is generated, which contains the object descriptions in the chosen language. The abbreviation for the respective language appears in the column “LanguageID”. 
    If for example, the object name, description, or another property is available in only one language in the repository, the second, third, etc. row of this column remains empty in the exported Excel document. You can then translate in this line and import the updated and complemented data back to the database using the Import Export Manager. 

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Language selection for the data export

In Wizard on the bottom left are the following additional buttons: 

  • Help
    Opens the documentation of the Import Export Manager.

  • Save
    If you click here you can save the set at any time during the Wizard, before the export is complete. ** **

  • Save under
    Saves a new set based on the currently selected.

  • Cancel
    Cancel the wizard without any changes.

  • Back
    Return to the previous page of the wizard. ** **

  • Next
    When you click the Next button, you can specify the data for export in more detail (see Advanced Filtering of Object Data).Your selection will be saved as a preselection for future exports under the specified set name. ** **

  • Finish
    When you click the Finish button, the export process with the existing set definitions is completed (see Finish Excel Data Export).

Advanced filtering of object data

In this window you can determine easily with the help of filters which specific items are to be included in the Excel document. Activate Advanced filtering for data to define the following filter settings. The filter settings are defined via special formulas. 

329547 Advanced filtering of object data

In the table Applied to, determine whether these settings are to be used for filtering of objects. 

329510 Selecting the exported content

In the table, you can define the following conditions: 

  • **With owners
    **Select a specific owner whose objects you want to display. Any user or Windows user group can be selected as the owner. In the latter case, all objects are displayed, which belong to the members of this group. 

  • Created by
    Using this option you can publish all objects that were created by a specific user or member of a particular Windows user group. 

  • Created after
    Objects created after the selected date are published. 

  • Created before 
    Objects created before the selected date are published. Always define +1 days. If an object was created e.g. on 20.09.08, you define “created before 21.09.08” to include this item in the report. 

  • Modified by
    You are able to evaluate all objects in the form of an Excel document that have been modified by a specific user or a member of a particular Windows user group. 

  • Modified after
    Objects modified after the selected date are published.

  • Modified before
    Objects modified before the selected date are published.

  • With approval management 
    Define with this option that only objects with certain approval statuses are to be included in the Excel report (multiple selection is possible whereby more lines are drawn with “AND”). 

  • All statuses

  • Approved

  • Unapproved (all objects are exported except for the approved objects)

  • Undefined

  • New - work in progress

  • New - needs improvement

  • New - waiting for Approval

  • Updated - work in progress

  • Updated - needs improvement

  • Updated - waiting for approval

  • Deleted
    This filter is only available when the approval management  has been activated in your database, i.e. a corresponding property (ApprovalStatus) is available for one of the object classes or diagrams (see approval management). Otherwise this option is greyed out.

  • With tags
    Only objects and diagrams with selected tags are published. This filter is only available when the selected unit contains classes for which tags have been enabled.

  • Satisfy the query criteria
    The filtering of data can also be based on a query which was created with the Query Builder.

    Please note:

    Only queries with the object type “Generic objects” can be used for Excel data filtering. 

  • Conditions

    The conditions can be combined via the logical operators AND or OR. Click on the ”+” sign if you want to add an additional condition and on ”-” if you want to delete the condition.
    OR means logical summation, AND - logical multiplication, which also means that AND has more priority than OR. Determine the priority with a bracket. For example, “A or B and C” is equal to “A, or (B and C)“.

    Example: All objects (with approval status = new OR with approval status = updated) AND (with owner = “admin,” or with owner = “User1”). Result: all of the objects that have been created or updated by users admin or user1.
    In the column “Non”, you can set the exceptions. For example, you can show all objects that have been modified by all users except for Admin and Designer. The formula for this is “NOT changed by Admin AND NOT changed by Designer”.

    In the field below, a special text is generated that describes all defined filter settings.

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Select Data

Here you can select the classes, property groups and properties of object and diagrams to be exported. Enable or disable the corresponding entries. Then click the finish button to start the export process.

You can change the order of classes in the list with the property “priority” (see Creating a new Property).

Finish Excel Data Export

Finally, the generated Excel document is opened automatically.