Exporting data from a component

Some components include an Actions > Export option to export datato a CSV file with UTF-16LE encoding.

The export option is not available if you are viewing the project on an iPad.

The following components include an Export option:
  • Data Record Displays
    • Results List - Exported data includes the displayed attributes for all exported records. You can select specific records to export.
    • Results Table - Exported data includes all columns from the available column sets. You can select specific rows to export.

      For aggregated tables, only the displayed dimensions are included in the export.

    • Record Details - While not a component, the Record Details screen is accessible from the Results List, Results Table, and Map. Exported data from this screen includes a single row for the displayed data.
  • Other Data Visualizations
    • Pivot Table- Exported data includes the data used to create the Pivot Table display.

To export data from a component:

  1. In the component Actions menu, select Export.

    The Export dialog displays.

    If the selected amount of data exceeds the allowed limit, a warning displays indicating that the data will be truncated to the maximum allowed.

  2. In the Name field, set the name of the exported file.

    By default the file name is ComponentNameYYYY-MM-DD.

    For example, if you export a Results Table component on October 5, 2013, then the default file name for the exported data is ResultsTable2013-10-05.csv.

  3. By default, the exported file uses commas to separate the fields. Under CSV Format, to use a custom separator:
    1. Click Custom separator.
    2. From the Fields separated by list, select the character to use to separate the fields.
    3. From the Fields enclosed by list, select whether to use quotes to enclose the values.

      You can use single quotes, double quotes, or no quotes.

    For example, if you use a pipe as the separator, and enclose the value in single quotes, a row from the exported file might look something like: 

    |'10234'|'Bourdeaux'|'Valmaison'|'Bourdeaux Philibert Bourgeouis'|'$5'|
  4. Under Value Formatting, click a radio button to indicate whether to export the raw data before formatting, or the formatted values.
  5. If the component has individual records selected, then under Export, click a radio button to indicate whether to export the selected records only, or all of the records.
  6. Click Export.
  7. When the export completes, you are prompted to save or open the file.

    The prompt varies based on the current browser.