Exporting 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 a favorite view including Calculated Measures, AUMs, Extra Keys, and PLM key state information. You can export the data in different formats 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

  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.
  4. Select the keys that you want to use in exporting the data.
  5. On Options, select a separator character.
  6. 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.
  7. 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.
  8. Click Export.