Exporting Workbooks

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Overview

Exporting your workbook makes it easier to share your files with other Optuma users. The export function allows you to give the exported workbook a new name and to also select the desired pages which are to be included, along with any Chart Layouts, Page Layouts or Watchlist Layouts that have been applied.

NOTE: Individual pages can be exported by right-clicking on the page tab and selecting Export Page.

To export a workbook you will need to first open the desired workbook, then go to the File menu and select Export Workbook.

The following window will appear where you can change the name if desired, select all or some of the pages and then nominate the location for the export by pressing the … button.

After you have nominated the export path, select Export to export a copy of the Workbook file.

Formula / custom codes which are part of the workbook will also be included when the file is exported.

If the system opening the workbook does not have these custom formula codes already they will be created automatically the first time the exported workbook is opened.