Exporting a Hierarchy

Once the hierarchy exists you can export the hierarchy definition as an .xlsx file. You can then edit the file as necessary in Excel before re-importing it, or import it into a different Forsta Plus setup. You can export the hierarchy definition as "Hierarchy only" or as "Hierarchy & contacts". Each can be exported in two different formats; either as “full path” in which relations between nodes are described in the level columns L1, L2, L3,…, or as “parent-child” where the relations between nodes are described by specifying the parent for each node (and no parent for a top node).

To export a hierarchy definition:

1. When in the relevant hierarchy, click the Export down-arrow in the upper-right corner of the window - .



Figure 1 - Exporting a definition 1

2. Decide whether you want to export “Full path” or “Parent-child”.
• Full path - exports the full table showing the node ids, node labels and all the various levels.
• Parent-child - exports a list of the nodes with the number of child contacts under each node.

Note that if you merely click on the Export button, you will get the Full path option. For all options, the Save dialog opens towards the bottom of the Forsta Plus window - .



Figure 2 - Example of the Save dialog

3. Select the desired option (Save, Save as, or Save and open, or Cancel, as required.

Once the file is saved, you can then open the file. If you select Open then Excel® opens with the definition; see examples below - .

Figure 3 - Example of Hierarchy Only Full path and Parent-child exports

Figure 4 - Extract from a Hierarchy & Contacts Full path export

Figure 5 - Extract from a Hierarchy & Contacts Parent-child export

You can now edit the file as necessary, and upload it again on completion.