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5.9. How do you export data to your computer?

Submitted by pbrunet on Thu, 10/11/2012 - 16:24

Sigmah allows you to export the following data:

  1. All projects with the "Global exports" from:
    1. Projects table (Dashboard)
  2. Some contents of a single project:
    1. "Management board" and "Details" pages in the form of a "Project synthesis"
    2. Logical framework
    3. Indicators

 

"Global export" from the Dashboard "Projects table"

  1. Click on the « Export all » button located at the top right of the Projects table, to open the "Global export" dialog box.
  2. Select "Live data" if you want to export the data as they are right now in the database, or "Export backup" to export a past version of the database as stored automatically.
  3. If you have chosen "Export backup", you have to (i) enter a period to search for the backup you will export (enter start date, end date and click on "Search"), and (ii) select the backup you wish in the drop-down list.
  4. Click on the "Export" button to start the exportation.
  5. Select where you want to export the file, then click on the "Save" button.

Change configuration

From the "Global export" dialog box, you can click on the "Change configuration" button to change the configuration of the Global export. The "Global export configuration" dialog box allows you to:

  • select the file type you want for Global exports: .ods or .xls (this setting is independant from the "Project synthesis spreadsheet export file format" parameter available in the Administration area);
  • select which field, for each Available project model, should be exported in the Global export (this setting is independent of the "Exportable in Project synthesis" parameter you can set for each field in its project model which is only for the Project synthesis exports);
  • set the frequency with which automatic exports have to be carried out;
  • set the maximum time you want to keep global export backups in the database before they are deleted.

 

Exporting the "Management board" and "Details" pages

  1. When a project is open, click on the "Export" button which is on the extreme right of the row of sub-tabs ("Management board", "Details", "Log frame", etc.) to open the "Export data" dialog box.
  2. From this popup, you can choose to select only the "Project synthesis" with all the Exportable content of the "Management board" and "Details" pages, or add the Logical framework and "Indicators" to it.
  3. Click on the "Export" button to start the exportation.
  4. Select where you want to export the file, then click on the "Save" button.

 

Export data from the logical framework

To export the logical framework, you can either export it with the Project synthesis as presented above, or export it alone as presented in 4.3.3. Logical framework.

 

Export data related to the indicators

To export all the content related to the indicators, you can either export it with the Project synthesis as presented above, or export it alone as presented in 4.3.4. Manage indicators.