Export any View of information

Transcription

1 Export any View of information The information displayed in most Views in Miradi can be exported to a file, which you can then open and edit / format in other applications such as Microsoft Word, Excel or Powerpoint. Use the File menu, Export current page as... to export any screen; there are four formats available - JPEG Image and PNG Image formats create an image of what appears on the screen; the image can then be copied into other documents RTF File format puts the screen information into a document, retaining the formatting and Miradi symbols; the file can then be opened in Word Tab-Delimited Table creates a text file that can be opened in Excel; this format is useful for lists and tables of information were the Miradi symbols are not required See examples below for Example Export a Diagram (in JPEG or PNG formats) Example Export the Viability Table (in RTF format) Example Export the Threat Table (in PNG or RTF format) Example Export the Workplan (in Tab or RTF format) P a g e 1

2 Example Export a Diagram (in JPEG or PNG formats) Use the JPEG or PNG formats to create images of items like Conceptual Models, Results Chains, or Threat Tables. Once your diagram is displayed, use the File menu, then Export Current Page as..., and choose JPEG Image or PNG Image The screen prompt lets you change the resolutions 300% is recommended. Both the formats - JPEG and PNG - will produce images that look the same, but PNG format will generally be smaller in file size P a g e 2

3 Example Export the Viability Table (in RTF format) Format the Viability Table to show the data that you want to export. For example o You can click & drag on column headers to re-order the columns in a table o Click + or - to expand or collapse rows, for example, to show or hide the Measures Use the File menu, choose Export Current Page as..., choose RTF File Give your file a Name and Save it Open your RTF file in Microsoft Word or similar; the Miradi symbols and colours will be retained P a g e 3

4 you can then reformat the table or copy / paste it into other documents. if you want to use a table like this in Excel, and keep the Miradi formatting, first open the RTF in Word, then copy and paste it into Excel (Excel can t open an RTF file) you can export data from any view in this way, such as detailed information stored in tabs within Summary View - P a g e 4

5 Example Export the Threat Table (in PNG or RTF format) You can change the format of the Threat Table if you wish o re-order the columns by clicking and dragging the column headers o resize the columns by clicking and dragging on the border between column headers The Threat Table can be exported as an image The Threat Table can also be exported as an RTF file, and used in documents; see instructions in the Viability Table example above P a g e 5

6 Example Export the Workplan (in Tab or RTF format) Format the Workplan View to show the data that you want to export. For example o Use Customize Table to show / hide different types of columns and rows o You can click & drag on column headers to re-order the columns in a table o Click + or - to expand or collapse rows, for example, to show or hide the Activities The Years displayed in workplan view are set in the Planning tab in Summary View Use the File menu, choose Export Current Page as..., choose Tab Delimited Table P a g e 6

7 Your file will be saved with the name you enter, and a suffix of txt You can open a TXT file in several different applications, depending on your system settings The Workplan data can also be opened from within Excel use File, Open, then display All Files The Text Import Wizard will display usually the defaults will be already set o ensure Delimited is ticked, then click Next o ensure Tab is ticked, then click Next o ensure General ticked, then click Finished P a g e 7

8 You can now format the data - From Excel you can print your report, or save it as a PDF If you want to keep the Miradi symbols and colours in your workplan, export your data in RTF format and follow the instructions in the Viability Table example above P a g e 8

9 The other tables in Workplan View can be exported the same way, such as - o the Resources Table, showing how many days of work have been allocated to each person on the project team - o the Accounting Codes Table, showing the expenses budgeted for each account; this format, once in Excel, might be suitable for importing into your Finance System (depending on which system you use) - P a g e 9