Export

Exporting Fact Sheets in LeanIX is a straightforward process. In the Inventory section, you will find icons for Export and Import on the right-side panel. To enhance your export options, it's advisable to switch from the Fact Sheets list view to the table view using the button on the top right. This change enables more flexibility in selecting the desired fields and columns for your export.

After switching to the As Table view, the option to select which attributes and relations (displayed as Select columns) should be shown (top right corner of the screen with an Eye icon).

The available columns to select are based on the type of Fact Sheet that you used as a filter. If no Fact Sheets are used as a filter, then the columns available are based on the attributes that are common to all Fact Sheets. If, for example, the Application Fact Sheet is selected, attributes such as Business Criticality, Functional Fit, Business Capabilities, Data Objects, etc., are available.

Table view in the Inventory with attributes and relations for Applications — Table view in the Inventory with attributes and relations for Application

Select Columns: The column selector on the right-hand side now lets you choose exactly what columns to display.

Export: Once you are satisfied with the columns, you can click "Export" to begin the export process.

Creating Excel File: Click the icon "Export" to export the table view to Excel File.

Download: Once the exporting finish, you can click "Download" to get the exported file into your computer.

Open Excel File: Click the downloaded file and you will see your Table view in Excel.

Template for Import

The Export function is also useful for creating the import template. The recommended approach for importing data into LeanIX is to begin with an import template. Whether you already have existing data in your LeanIX workspace or are starting from scratch, obtaining an Excel template from the Inventory is always a good way to start.

If there is already data in the Inventory, the selected columns will be partially or fully filled, and the ID column will have the ID internally generated by LeanIX. Data in the columns can then be edited, and once imported back to LeanIX, it will be updated.

Export from LeanIX containing data on existing fact sheets

In case there is no existing data in LeanIX, the exported Excel spreadsheet will only contain the names of the columns as selected in the Inventory. For the rest, all of the rows, starting from row 3, will be empty.