Excel export - operational boundaries

Lumel EPM offers a vast range of formatting and visualization options within the Planning sheet, some of which are not supported in Excel exports. While generating exports, you will need to be mindful of the features that cannot be captured in Excel exports which have been listed in this section.

1. Formatting

1.1. Custom thousand and decimal separators can be enforced from display settings. These cannot be exported to Excel.

Custom thousand separator in Lumel EPM

Default comma separator in Excel export

1.2. Export to Excel does not support hatched formatting.

1.3. Signed row headers that are enabled by turning on the Sign in Headers display setting will not be captured.

Signed row headers and hatched cells

1.4. Multiple colors in a single cell (when you run simulations or apply conditional formatting) cannot be exported. The contents of the entire cell will have the same color in the exported file.

In this example, the number and text have the same color in the export.

Lumel EPM report with multiple colors in each cell

Excel extract with single-color cells

2. Display and themes

2.1. Pinned rows are not supported in Excel.

2.2. You can enable Rails for ease of selection and formatting but cannot export them.

Rails and pinned rows in Lumel EPM

Excel export without rails and pinned rows

2.3. Row-level charts cannot be exported.

Row-level charts in Lumel EPM

2.4. Themes cannot be applied for Excel exports.

2.5. Display padding is not supported in Excel.

3. Annotations

3.1. Comments cannot be exported. Excel only supports notes.

3.2. Excel exports cannot capture serial numbers assigned to notes in Lumel EPM. The export will contain only a note indicator. Hover over the note indicator to view the content.

Numbered notes in Lumel EPM

Notes indicators in Excel

3.3. Excel exports cannot capture rich text formatting applied to notes.

Notes with rich text formatting in Lumel EPM

Notes exported to Excel in plain text

3.4. You can enable marker mode for highlighting data points. Markers however cannot be captured in exports.

Marker mode in Lumel EPM

4. Data volume

4.1. You can export a maximum of 500k cells to Excel, while PDF exports can support up to 100k cells. You can use the Lumel EPM filter to reduce the number of cells.

4.2. Also, the maximum file size for PDF exports is 10 MB, which depends on page count, presence of images, logos, any applied formatting, etc.

4.3. For unlicensed versions of Inforiver, you can export up to 500 rows to both PDF and Excel.

For exporting higher data volumes, we encourage you to use the scheduler.

5. Visual measures and columns

5.1. Single/multi-select dropdowns are not supported in Excel.

6. Report server

6.1. Right-click and save as an Excel file to export reports from the report server.

7. Layouts and column selection

7.1. When you export to Excel, you have 3 options: export the entire report, export with expand/collapse for hierarchies, and expand the current state of the report.

All these options are available in the default Hierarchy layout; however, some export options are disabled based on the layout chosen. This applies to both the Entire Matrix and the Selected Column Excel exports.

Export options in table layout for Entire Matrix

7.2. Selected columns - only the Fully expanded export option will be enabled if you want to export selected columns in layouts other than hierarchical layout.

Fully Expanded export option for selected columns

8. Icons

8.1. A maximum of 3 conditions are supported for custom icons. Inforiver provides predefined value ranges and icons when you use classification-based conditional formatting. When you change an icon or add or remove value ranges, the icons are considered a custom set.

Only 3 conditions will be supported in such scenarios.

Custom icons with additional ranges used in Lumel EPM

Icons in Excel export

8.2. Color customizations - If you have overridden the default colors, Excel may substitute different icons or change the color.

Colors and custom icons in Lumel EPM

Icons and colors used in the Excel export

8.3. Icon repetition - If the same icon is used multiple times with different colors, only the colors that Excel supports will be exported.

Same icons with different colors applied in Lumel EPM

Icon color changed in Excel export

8.4. Rating icons are not supported. The Excel export will not have any icons when ratings are applied.

Rating icons in Lumel EPM

In the next section, we'll look at snapshots.