Exporting the Casebook

You can export the casebook as a tab-separated text file and open it in Excel. This can be useful if you want to do multiple updates or share the casebook with someone who does not have NVivo.

To export the casebook:

  1. On the Tools menu, click Casebook.

  2. Click the Export Casebook option.

The Export Casebook dialog box is displayed.

  1. Click the Browse button to define the location for the exported file.

  2. Select the required options

    Option

     Description

     

    File encoding

    NVivo allows you to export the casebook in different text file formats. These formats allow you to work with languages that use different character sets, such as Spanish or Chinese.

    By default, NVivo is set to export the casebook as a text file encoded using 'Unicode'. Unicode handles most of the world's writing systems and is a computer industry standard for text files.

    Microsoft Word, Excel and Notepad support the Unicode format.

    If the file you are exporting is for use in another language or computer system you may need to choose a different encoding standard.

    Text qualifier

    If you want text in the exported file to be displayed with a selected text qualifier—select a qualifier from the drop-down list.

    Date Format

    The format for dates that are exported.

    Select the relevant format from the drop-down list.

    Unassigned attribute value format

    The format in which you want to display unassigned attribute values.

    For example, if you select dash (-),unassigned attribute values will be displayed as dashes in the exported text file.

    Select the relevant format from the drop-down list.

    Not Applicable attribute value format

    The format in which you want to display attribute values that do not apply to a case.

    For example, if you select space, not applicable attribute values will be displayed as spaces.

    Select the relevant format from the drop-down list.

    Case name format

    The format for exported case names

    • Select the Name option, if you want simple case names (without back slashes).

    • Select the Hierarchical option, if you want hierarchical case names (indicated by back slashes).

    • Select theNickname option, if you want the case nickname displayed. Refer to Quick Coding with Nicknames for more information.

     

  1. Click OK.

 

Right-click:

  1. In Detail View, right-click on the opened casebook.

  2. Click Export Casebook.

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