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[Will] If you found some data in a report or dashboard that you find interesting, you may want to download that and further analyze it in another application or use that to send to a colleague or something like that. And you can do it in two ways. You can export the data as a CSV or as an Excel file. You're able to do this from visuals in a report, and you can choose to either export the summarized data or the underlying rows that made up the values that you see in that chart. Let's take a look at how that works. I've got a simple report here which you've probably seen in some of the other videos. And I've got this tree map over it in the bottom right-hand corner. Let's just make that a little bigger so you can see what everything's showing. And I can see this is the number of units sold by state. So in my underlying data set, I've got individual sales transactions. And they all aggregate up into this overall number. So across the whole of California I've got 1.3 million worth of sales. Texas we're 650,000 or so. And if I want to export this data, up on the dot dot dot menu I can get an export data option. I don't need to be in the about mode to do that. I can export it just here just fine as well. And I'll give it an option. So this is where I can choose whether I want that summarized data, so I would get one line in my Excel document per data point in my chart, and all the underlying data. And this would give me many rows. So if I had four underlying transactions that were aggregated up to give me one data point in my chart, all those four rows would get shown into the Excel workbook. You can also see that any of the filters that have been applied on my page are going to apply to the export as well. And this is really useful if you're talking about from a security point of view what this user's got access to because only the data that they can see is what's going to get exported into that file. So let's hit export on that. And this will generate that Excel file or CSV file if that's what I chose and add it to my download. So here's my units by state file. Open this one up. And you can see I get a summary of all of the different filters that have been applied. We had a filter on manufacturer to show four or five of the different manufacturers here. And you can see I've got multiple rows for each of the states here. So although I only had one block in my tree map for California, and it aggregated up all of these units, actually all I'm seeing is—rather what I get in the underlying export is one row per each of the transactions or one row per each of the reported units or whatever it was that was being aggregated up to my total California value. So it's a really simple way of going from a visual that you see in a report or on a dashboard and exporting either the summarized or the underlying data to Excel or CSV.

Video Details

Duration: 3 minutes and 6 seconds
Country: United States
Language: English
License: All rights reserved
Genre: None
Views: 9
Posted by: csintl on Jan 2, 2017

----- (Please provide translations for these languages: Chinese (Simplified) (chi_hans), Chinese (Traditional) (chi_hant), English (eng), French (France) (fre_fr), German (ger), Italian (ita), Japanese (jpn), Korean (kor), Portuguese (Brazil) (por_br), Russian (rus), Spanish (spa).)

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