1. Import and export data
  2. Export basics
  3. Export line items

Workspace administrators can export line items from any module in a model. This type of export includes line item formats, formulas, and summaries.

In order to export line items, you must be a workspace administrator with access to the module that contains the line items to export.

Note: To export line items on a module-by-module basis, export each module in Modules .

To export line items:

  1. Go to the Line Items tab in the Modules pane of your model.
  2. Select Export from the toolbar at the top of the screen.
  3. In the Export dialog, in the Layout tab, select the file type for the export.
  4. Optionally, in the Labels tab, select the Include Row Label Headers checkbox to include row headers in the export.
    For example, in an XLS file, Modules with line items displays as a header in the A1 cell.
  5. If you want to save your export settings to run the export again, select the Save Export Definition checkbox at the bottom of the Export dialog. Then:
    1. In the Export Name field, type a name for the export.
    2. Choose whether to share the file with Administrators only or Everyone, or select Myself (keep private).
  6. Select Run Export.

If you saved the export definition, you can add the export to a process or publish it to a dashboard. Page builders can add it to an action card in the UX.

Disclaimer

We may update our documentation occasionally, but will only do so in a way that does not negatively affect the features and functionality of the Anaplan service.