Downloading a Viewpoint

You can download data in a viewpoint to a spreadsheet file so that you can use it offline, share it with other resources, or make mass changes to the data. After making changes to the file, you can then load the file into a request to apply the changes to Oracle Fusion Cloud Enterprise Data Management.

Considerations

  • When downloading a hierarchy viewpoint, you have the option to indent either the name, or the name and the description of the node in the downloaded file to make it easier to read.

    Note:

    When you select these options, whitespace is added to the cells in the Name or Name and Description column (depending on what you select) that corresponds with the level of the node. The downloaded files with indented cells can still be used in viewpoint loads and request file uploads.

  • You can download just the column headers for a viewpoint in order to create a template for loading data into the viewpoint.

  • You can include visualized request items in the downloaded viewpoint data. This enables you to review and analyze viewpoint changes faster and easier by clearly identifying all request actions directly within the downloaded Excel file.

  • For a hierarchy viewpoint, you can also download a specific node and its descendants. This enables you to copy a node's branch from one viewpoint to another.

    For example, you can download the North America node and all of its descendants from the hierarchy viewpoint below and then load it to another viewpoint.


    downloading a node to a file

    Note:

    When downloading a node and its descendants, you can optionally indent the name, or the name and the description in the downloaded file.

  • When you download a viewpoint to a file, the viewpoint name must be 30 or fewer characters or a label must be set up. See Inspecting a Viewpoint for information on using a label.

If the viewpoint that you're downloading from contains visualized changes for an uncommitted request, the proposed changes are included in the output file. In other words, the output file contains data as if the request had already been committed.

  • Nodes that were added, inserted, moved, updated, renamed, or reordered in the request are included in the output

  • Removed or deleted nodes (and their descendants) are excluded from the output.

For example, in the Depts by LOB viewpoint, you remove node 601 and add node 701.


changes in viewpoint

When you download the viewpoint with request changes visualized, the results include node 701 and exclude node 601.


output from downloading viewpoint with changes visualized

To download a viewpoint:

  1. From Views, open an active view and select a viewpoint.

  2. Perform an action:

    • To download the entire viewpoint: Move your cursor to the right of the viewpoint name, click Actions select menu, and then select Download to File.

    • To download a specific node and its descendants in a hierarchy viewpoint: Select the node, and click the Download download button button.

  3. Select the download options:

    1. In Output, select an option:
      • Data: Downloads column headers and all of the data in the viewpoint.
      • Column Headers: Downloads only the column headers in the viewpoint.
    2. In Indentation, select an option:
      • None: Does not add indentation to the download.
      • Name: Adds whitespace characters to indent the Name column corresponding with the level of the node.
      • Name and Description: Adds whitespace characters to indent both the Name and the Description columns corresponding with the level of the node.
    3. Optional: Enable Request Visualization to include visualized request data in the downloaded viewpoint data. The downloaded file uses color coding to identify node actions such as add, insert, move, reorder, remove, and delete operations, consistent with the visualization used in the viewpoint user interface. Updated property values are emphasized using bold formatting so you can quickly identify modified properties.