SMART Estimator

Exporting the Estimate Grid to Excel

  1. Overview of Exporting to Excel

    If your Estimate Grid has a large amount of estimates or you wish to perform analysis or metrics for the Estimate Grid, you can export the entire grid to Excel. Once exported, you can analyse, perform metrics and create visualisations of your data.

  2. Click on the Export to Excel button

    From the Home screen, navigate to the Projects tab to access the Hub. At the top right of the screen, you’ll see a button labeled Export To Excel. If you do not see it then either adjust the border width-wise till you find it or full-screen the application. Click on it and you’ll be taken to a File Explorer.

  3. Save the Project List

    Navigate to the location where you want to save your project list. Rename the file to your preferred name and press the Save button. The project list will be saved in .CSV grid format. This file can be opened in most spreadsheet programs, such as Microsoft Excel. If Excel is already installed on your computer, the .CSV file will typically open automatically.

  4. Viewing and Formatting the Project List

    Once the project list opens, you may notice that parts of the list have been clipped. This happens because the .CSV format only saves raw data without formatting.

    To adjust the column widths and view all the content clearly (in this example using Microsoft Excel): Click the Format Tool, then select Autofit Column Width to resize all columns and display the entire project list.

  5. Creating a Table from the Estimate Grid

    Now that we’ve formatted the data, your Estimate Grid is ready for analysis and metrics. We can filter the data further by creating a table from the Estimate. Begin by selecting all of the data of your Estimate Grid and then navigate to the Insert tab, then click on the Table button. A new table toolbar will appear with your data formatted in default styling.

    Now that it’s a table in Excel, you can customise the look of your table by adding Banded Rows or Banded Columns. You can also use the Table Styles option to modify the Table colours.

    Now we can use the Filter Buttons on the right of the Header Row on each cell to organise the data on the Table. This can be done by Sorting them adding Text Filters or by Filtering the Data.

    Sorting Options

    On the top of the filter window, when you click on the Filter button. You can sort the data from A to Z, Newest to Oldest and Smallest to Largest and vice versa.

    Filtering the Data

    Once you click on the Filter button at the bottom of the filter window, you can filter what is shown in the table. You can do this by selecting or deselecting the options below.

    Inserting a Slicer

    Finally, you can insert a slicer if you would like to quickly filter the criteria on the table. Click on the Insert Slicer button, select what you wish to filter and a Slicer will be placed on the Excel canvas.

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