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Export

Export Datasets

In
My Datasets
, you can export datasets in the
ALL DATASETS
 or
MY REVIEW LIST
 tabs. You can select a single dataset to export. Or, you can use
Export Group
, to export all of your datasets or a set of selected datasets to an Excel file.
You can Export Group data entered for a dataset to an Excel file. Then, make changes to the data in the file and import the data back into the originating dataset or a different dataset. Also, you can export the dataset to create a backup of the data as a security measure. To ensure the file can be restored export the categories in
Administration
, as well.
  • You can export worksheets that you have permission to access.
  • Exporting before you enter information into the system creates a blank template.
  • When you export multiple datasets, one Excel file is created for each dataset.
  • You can select units (all datasets, a single unit, or a sub-consolidation of units) for export.
  • You can ask your client manager or support for additional worksheets to use for importing.

Export Group

To export data from the
ALL DATASETS
 or
MY REVIEW LIST
 tabs and create a dataset import template and backup file:
  1. Select the box in front of a dataset(s) to specify it for export to an Excel file, or select the box at the top left side of the grid to select all datasets for export. A check mark appears in that column for all selected datasets.
  2. Select to export datasets.

This article applies to:

  • Product: ONESOURCE Tax Provision