Export the Scenarios
To use scenario data for additional purposes, you can export your scenario sheets to CSV files or Excel sheets.
To export scenarios
Click the Print button at the top of the window. Then select Export To CSV or Export To Excel. The Portfolio Manager will export all of your scenario sheets.
Notes:
- For export to Microsoft Excel, the system currently supports only Euro (EUR) and United States Dollar (USD) currency symbols.
- If you export data from a business process (BP) record, sheet (such as an Activity Sheet), or log (such as Company Funding Sheet Log) to Excel, be aware that depending on how your negative values are formatted, you might need to configure your columns in Excel to match the correct data type (Number). Otherwise, the columns will not be treated as numeric and will not sum as expected. One supported format includes placing the negative sign between the currency symbol and the amount (for example, $-1,000). One supported format includes placing the negative sign between the currency symbol and the amount (for example, $-1,000).
You will see a prompt at the bottom of the window, asking you to open or save the files.
When you open the file, it displays the data from each scenario sheet, arrayed in tabs and columns identical to the Portfolio Manager scenarios. The sheet will include any formulas that were created in the Portfolio Manager for calculating values. The sheet also retains the frozen columns, as well as the scrolling ability so that you can scroll through the cash flow columns.
Last Published Sunday, July 20, 2025