Exporting file through Favorite View

You can use this option for extracting data for external review. By using the filtering options in your favorite views, you can export specific parts of the dataset. The export file option allows you to 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 various formats such as CSV files, mini websites, XML data, or Excel templates. You can select a template based on the export mode and customize the fonts and colors in the output.

These are the available templates 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.

Use this procedure to export a file using the Favorite View option:

1. Select Action > Export File.

   The File Export dialog box is displayed.

2. On Configuration, select a configuration from the list.
3. On Export Data, specify this information:

   Favorite View

   Select this option then select a favorite view from the list.

   Keys

   Select the keys to use in exporting the data.

4. On Options, specify this information:

   List Separator

   Select a separator character from the list.

   Missing value

   Select an option from the list.

   Date Mapping

   Select an option from the list.

5. On Export Mode, select an available template from the list. Additionally, you can select these options:

   One-line header

   Select this option to put the header in a single row.

   Exclude FRF

   Select this option to remove the FRF column and the two-leading character from OSKEY and OSLEC when saving the CSV file.

   Note: You can select this option only if the export parameter is set to CSV format.

   Use View Column Name

   Select this option to allow the exported files to use the key column names defined for favorite views.

   Note: This option also affects Extra Keys, Numeric/Text for Keys, and Key State.

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 an option from the list.

   Measure

   Specify a measure to be used.

   Year

   Select a year from the list.

7. On Folder/File Name, specify a folder location. Once the export is complete, the file is generated in the folder you specified.
8. Click Export.

   To view the log file, click View log file.