Export business portfolio data to Excel or CSV

task brazil Updated Sep 10, 2026 1 min read eaw-export-business-portfolio-data.md
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Export the business portfolio list data to Microsoft Excel or CSV so that you can use the data to share with stakeholders and prepare for analysis.

Before you begin

Role required: sn_apm.apm_user

Procedure

  1. Navigate to Workspaces > Enterprise Architecture Workspace.

  2. Open the Business capabilities hierarchy page by selecting the Business Portfolio icon ([Omitted image "business-portfolio-icon.png"] Alt text: Business Portfolio icon.).

  3. Select the export icon ([Omitted image "export-icon.png"] Alt text: Export icon.) on the Business capabilities hierarchy page.

  4. From the File type drop-down on the Export window, select Excel or CSV to export the data to a Microsoft Excel or CSV file respectively.

    [Omitted image "export-pane-bc.png"] Alt text: Export pane on the Business capabilities hierarchy page highlighted.

  5. Select Export.

Result

A file with the selected format is downloaded and saved in your local system.

Note: You can also include the business applications data associated with the business capabilities, in the downloaded file. You must select the Expand row icon ([Omitted image "ExpandIcon.png"] Alt text: Expand Row icon.) next to a business capability to ensure that the associated business applications for that capability are displayed onscreen and then follow the export process. Doing this ensures that the business application data is also included in the downloaded file.

Parent Topic:Working with the business portfolio module

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