When you create or open an export, it is displayed on a named tab.
The export wizard is used to define the parameters and criteria for the export. The wizard content is organized across Source, Style, Filters, Columns, and Target tabs to guide input. Although the wizard tabs are ordered to gather input in a sequence, you can navigate between any tabs.
To create a generation export:
From the Data Relationship Management navigation bar, select Export.
On the Source tab, select a version.
You can select Normal, Baseline, or As-Of versions. The Version list defaults to the Normal versions. To select a Baseline or As-Of version, click Normal under the Version list.
Use the arrows to reposition the nodes, which determine the order in which hierarchy nodes are exported.
On the Style tab, select from these options:
Node Selection — Determines which nodes (All Nodes, Limb Nodes Only, Leaf Nodes Only) are included
Recurse from Top Node — Select to include output for all nodes below the top node. If this option is not selected, then only the selected top node is included. This option is useful when exporting a single record for each hierarchy selected.
Include Inactive Nodes — Select to include inactive nodes.
Include Implicitly Shared Nodes — Select to include descendant nodes below shared limb nodes that are explicitly shared. Implicit shared nodes are only exported if not filtered out by another option such as top node selection or a query filter. The structure of implicitly shared nodes below a shared parent node is reflected in the ancestor section of the hierarchy export.
If a query filter is used in the export, the administrator must explicitly include the shared nodes. For example, the filter (#Children=0) must be changed to ((#Children=0 OR (Shared Node Flag = True)).
For the implicitly shared node, the Parent properties reflect the values of the actual node (the primary node). For example, if your export includes the Parent Node property for an implicitly shared node, it will show the parent as the primary node.
Root to Node — Select to set the export order (if not selected, the order is Node to Root.) For example, if node A is a parent to node B and this option is selected, then the output is A,B. Otherwise, with this box unchecked, it is B,A.
From Repeat Parameters, select from these options:
Repeat Number Property — references a local, node-level, integer property that repeats a node within an export structure. For example, given an A-B-C parent-child hierarchy, if a Repeat Num Property has a value of 2 for node B and a value of 1 for nodes A and C, then the export looks like A,B,B,C (node B is repeated twice).
Note:
When using Repeat Number Property , the value must be set to at least 1 for nodes to be included in the export results. Setting the Repeat Number Property default value to 1 is recommended.
Bottom Level Property and Bottom Level Value — determine the maximum depth of the export structure. This value can be defined as a hierarchy-level, integer property (Bottom Level Property) or as an absolute value (Bottom Level Value.)
If a bottom level is defined, repeat options are enabled to automatically repeat nodes down to the defined level in the export structure. For example, for nodes A-B-C in a parent-child hierarchy, if the Bottom Level Value is defined as 6, node B has a Repeat Number Property value of 2, and the Repeat Bottom Node option is selected, then the export structure is A,B,B,C,C,C (the export structure is six levels deep, the leaf node C is repeated until level 6 is reached, and node B is repeated twice).
From Ancestor Options section, select from these options:
Max Ancestor Levels — Defines the maximum number of ancestor levels in the export structure.
Use Inverted Levels — The Oracle Essbase level methodology is used where the leaves are at 0 and count up. For a node that has multiple branches under it, the node is the largest of the possible values.
Blank Repeated Levels — Prevents repeated nodes from appearing in the output. If cleared, a node may be repeated in the output to achieve the specified level.
Group Repeated Columns — Repeated columns are grouped property in the ancestor columns.
Select the Filter tab and choose options:
From Validation, select a validation to apply to the export.
From Query, select a query to apply to the export or, to define a query, click
.Note:
The inclusion filter determines the set of nodes to include in the results. The exclusion filter restricts the nodes displayed as ancestor columns.
Use text file to include/exclude descendant nodes — Select if you have created a text file with nodes to be included or excluded from the export. The file format is a list of node names with one per line. Select a connection, enter a file name, and select whether to include or exclude the nodes from the export.
On the Columns tab, from the Column Set list, select one of the following options:
Pre Columns — properties to export at the beginning of each export record
Bottom Node Columns — properties for the specified bottom node
Ancestor Columns — node properties for the ancestor list of the specified bottom node
Post Columns — properties to export at the end of each export record
From the Available list, select the properties to display as columns in the export results by moving them to the Selected list.
Note:
Use the Category list to select a property category to make navigation of the Available list easier.
Tip:
Use the arrows to position the column in the Selected list. The first item in the list is the first column, the second item in the list is the second column, and so on.
Select the Column Options tab and choose options:
Pivot — If the property contains a comma-delimited list of values, a separate record is exported for each value with all other export columns set to the same values. The Pivot option may be selected on only one column.
Skip Defaults — To place a blank in the export if the field value equals the default value of the property
Primary Key — To define a field (or fields) as the primary key to be used when determining whether duplicates exist. This is also used by the Remove Duplicates option on the Style tab.
Select the Target tab and choose where to export the results:
Client File –– Download results via the browser.
Server File –– Use an external connection and save results to a network file system or an FTP directory.
Database Table –– Save results to a database table.
If you selected to export to a Client File, choose options:
Column Headings — Includes column headings in the export
Quoted Strings — Puts quotation marks around strings
Fixed Width — Allows you to specify field widths, left or right justification for the column, and number of pad characters. You can enter column information in the Fixed Width Option section.
Character Encoding — To export the results as UTF8, ANSI, ASCII, UTF16BE, UTF16LE
Replace options — Select up to three characters from the lists to be replaced. For example, commas can be replaced by tabs
Header/Footer — Add a line between the header/footer and the body or enter text to be printed on the header and footer of the export results. Enter lines of text into the text box or click
to open a text editor.Note:
You can insert customization tags to further enhance the readability of the export results. For more information, see Customization Tags.
Delimiter options — To select a field delimiter character and a record delimiter character
If you selected to export to a Server File, you must set your connection and enter a file name. You must have already set up a valid external connection to a UNC or FTP file. You can also select from these options:
Column Headings — Includes column headings
Quoted Strings — Puts quotation marks around strings
Fixed Width — Allows you to specify field widths, left or right justification for the column, and number of pad characters. You can enter column information in the Fixed Width Option section.
Character Encoding — To export the results as UTF8, ANSI, ASCII, UTF16BE, UTF16LE
Replace options — Select up to three characters from the lists to be replaced. For example, commas can be replaced by tabs
Header/Footer — Add a line between the header/footer and the body or enter text to be printed on the header and footer of the export results. Enter lines of text into the text box or click
to open a text editor.Note:
You can insert customization tags to further enhance the readability of the export results. For more information, see Customization Tags.
Delimiter options — To select a field delimiter character and a record delimiter character
Do either or both of the following:
Click
to save the export.You are prompted to define a name, description, and object access for the export:
User – Personal objects that are only available to an individual user to view and run.
Standard – Public objects that are available to all users to view and run. Only Data Manager users can create and modify standard exports.
System – Restricted objects that are only available to Application Administrator role users to view and run.
Click
to run the export.If you selected Client File, you have a download option where you can download the file locally.