Export goals and targets data to Excel or CSV

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • Export the data of goals and targets from your portfolio plan into a Microsoft Excel or CSV file. You can share this data and collaborate with your business stakeholders.

    Antes de Iniciar

    Role required: sn_apw_advanced.spw_goal_user and sn_align_core.apw_user

    Procedimento

    1. Navigate to Workspaces > Strategic Planning Workspace > Portfolio Planning.
    2. From the list of portfolio plans, select one and then select Goals.
    3. From the Goals page, select List view.
    4. Verify that the columns you want to export are personalized.
      Nota:
      If the filters are applied on the view, the filtered data is exported. Also, to differentiate between goal and target record in the exported file, select Record type in the personalized side panel.
    5. Use the Personalize side panel to export the data of your goals and targets.
      1. Select Export icon (Export icon.).
      2. From the File type drop-down on the Export window, select Excel or CSV to export the data to a Microsoft Excel or CSV file respectively.
        The data is exported into the selected file format. By default, the name of the file is ABC_goals_and_targets_list where ABC is the name of the portfolio plan you exported the data from.