Export File through Favorite View

This option is used for extracting data for external review. You can use the filtering options of Favorite Views to export a part of the dataset.

This export file option can export data or values from Favorite View including Calculated Measures, AUMs, Extra Keys, and PLM key state information. The data can be exported in different format such as a CSV file, mini Website, XML data, or Excel template.

You can select from a template depending on the export mode, and modify the fonts and colors in the output. These are the available templates that are found in the DMP client program folder:

  • ExportTemplate.html

    This template is used for the Website export.

  • ExportTemplate_H.xls

    This template is used to export data with horizontal periods.

  • ExportTemplate_V.xls

    This template is used to export data with vertical periods.

Exporting data from Favorite View

To export the data from Favorite View:

  1. Select Action > Export File.
  2. Specify the configuration name.
  3. On Export Data, select Favorite View and select a data location from the list. Select the keys that you want to use in exporting the data.
  4. On Options, select a separator character.
  5. On Export parameters, specify this information:
    Format
    Specify the format of the file to be exported.
    Files
    Select a file option from the list.
    Periods
    Specify the periods type.
    Measure
    Specify a measure to be used.
    Year
    Select a year from the list.
  6. On the Folder field, specify this information:
    Folder/File Name
    Specify a folder location. After the export, the data is generated in the folder that you specified.
    File Prefix
    Specify a file prefix.

    This is used to identify the new data that are exported and to avoid overwriting the existing files that are in the output folder.

  7. Click Export.