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Apptio for All

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  • 1.  R12 Export to Excel Question

    Posted 12/11/17 08:50 AM

    In the Data Quality>Summary report, there is a small 'Export to Excel' HTML box just above the 'Allocation Strategy Details' table.

     

     

    I'd like to be able to add this to some of my other reports.  The problem is when I pick apart this HTML box, it only contains the 'Export to Excel' text.  The actual action button is what allows the export.  Problem is, I can't copy the action button.

     

     

    Does anyone else have a suggestion on how to add "Export to Excel" action buttons.  I know you can right click the table, or right click the action button to tab between report pages, but not all users know to do this.  I'd like to put a simple easy button on the top of the reports (like I had in R11).  Any help is greatly appreciated.


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  • 2.  Re: R12 Export to Excel Question
    Best Answer

    Posted 12/13/17 10:05 AM

    Hi Doug,

    This button is actually the Context Menu for the table below it with an HTML box used to indicate to the user what the menu is for. 

    You can add it from a table's Properties:

     

    1. Right-Click on the table
    2. Select 'Properties...'
    3. Navigate to the 'General' tab
    4. Check the box for 'Show Context Menu'
    5. Click 'OK'

    Table Properties Context Menu


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  • 3.  Re: R12 Export to Excel Question

    Posted 12/13/17 10:37 AM

    Worked like a charm.  Thanks so much @Isaac George


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  • 4.  RE: Re: R12 Export to Excel Question

    Posted 03/10/21 11:48 AM
    @Isaac George after selecting Show Context Menu, nothing appears (even with moving this around in the report), any ideas? Does this work for any Report table? Thanks!​​

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  • 5.  RE: Re: R12 Export to Excel Question

    Posted 03/10/21 02:17 PM
    @Sam Colondro, It looks like this behavior has changed a bit.  You will need to add the "Show Header" option as well for the context menu arrow to show up.​