Creating, Copying, and Deleting Extracts

You create extracts from the dimension inspector. You must have Owner permission on a dimension in order to be able to create an extract. Users with Data Manager permission on a dimension can run the extract.

Considerations

Extract files are encoded in UTF-8.

To create an extract:

  1. Inspect the application that contains the dimension that you want to create an extract for. See Inspecting Applications.
  2. From the Dimensions tab, click the dimension that you want to create an extract for.

    The dimension is displayed in the dimension inspector.

  3. On the Extracts tab, click Create.
  4. From the Viewpoint drop down menu, select the viewpoint that you want to extract the dimension for.

    Note:

    Only active viewpoints that contain the dimension that you selected are displayed.
  5. Enter a name and, optionally, a description.
  6. Select an extract type:
    • Full (default): Extract all data from a viewpoint.
    • Incremental: Extract only the changes to data over a specified time period for a viewpoint.

    See Understanding Extract Types.

    Note:

    You cannot change the extract type after the extract is created.
  7. Click Create.

    The extract is displayed in the extract inspector.

Edit the extract to add columns and modify the formatting options. See Editing Extracts.

Copying Extracts

You can copy an extract and then modify it for other uses (for example, by changing the viewpoint for the extract or modifying the extract options to select different data).

To copy an extract:

  1. In the extract inspector, click Edit.
  2. In the Actions column of the extract to copy, click Extract Action Menu extract action menu icon, then click Copy, and then click Yes on the message about saving changes.
  3. Optional: Enter a new name and description, and then click Copy.

    The new extract is created in the same dimension and viewpoint as the original. You can modify the extract to change its settings. See Editing Extracts.

Deleting Extracts

To delete an extract:

  1. In the extract inspector, click Edit.
  2. In the Actions column of the extract to delete, click Extract Action Menu extract action menu icon, and then click Delete.
  3. Click Yes to confirm, and then click Save.