About Export File

The Export File feature of the file interface is designed to export data for inspection and sharing with other processes. This feature can be utilized for various business processes, including Sales and Operations Planning, Exception Handling, Promotional Management, and Planning. Additionally, it supports budgeting for Shop, Sales, Season, Range, and Assortment to Purchase and Inventory Budgeting.

Export File supports Unicode UTF-8 when generating CSV files with Central European character sets.

There are three basic types of export options available:

  • Dataset
  • Favorite View
  • Scoreboard

Dataset

This option is an export operation that resamples the export operations from M3 BE and the SQL Database Interface. The dataset export is commonly used for integrating DMP with other ERP systems or data mediators, such as Infor ION. It is also used for synchronizing DMP data with data warehouses for OLAP operations.

Favorite View

This option simplifies the process of exporting part of a dataset by utilizing the filtering capabilities of favorite views. It also enables the export of values from Calculated Measures. It is commonly used for extracting data for external review.

The Export File feature allows you to export data from a favorite view, including Calculated Measures, AUMs, Extra Keys, and PLM Key State information. When exporting from favorite views, you have additional options beyond the CSV file format, such as creating a mini website, XML data, and Excel XLS using templates.

You can find the templates in the DMP client program subfolder \Templates:

  • ExportTemplate.html is used for the website export.
  • ExportTemplate_H.xls is used when export to Excel and Periods is Horizontal.
  • ExportTemplate_V.xls is used when export to Excel and Periods is Vertical.

By changing the templates, you can change the font, color, and other appearance of the finished output.

Scoreboard

You can export the output from Scoreboard to Excel or a website. For Excel, use the standard template Excel_Template_V.xls to create the output. You can filter the data to display only the desired items by selecting the first line and clicking on the Filter option in the Excel data toolbar. You can also modify the template to include a new header text, color, logo, and so on.

For exporting to a website (HTML), you can edit the template to achieve a different visual style.