Exporting Data as a CSV File

Export data from your chart or table as a CSV file.

Context

You can export both acquired and live data from a chart or table as a CSV file. However, live data may take some time to export, because it must be downloaded before it can be exported.

In the Examine workflow, you can export from an auto-generated chart for a Table.

You can also export from the Explorer. For more information, see Accessing the Explorer.

Note

Before exporting data, make sure that the number formats are the same for the model and your local machine. For example, if the data you want to export uses a comma as a decimal separator and a period as a thousands separator (123.456,78), you will need to verify that your machine's number format is the same.

On a PC, in the Control Panel, go to Start of the navigation pathClock, Language, and Region Next navigation step Region Next navigation step Additional SettingsEnd of the navigation path and verify the separator formats.

Restriction
The following limitations apply to table exports that have the Scope set to All and to chart exports:

  • Maximum number of columns: 60.

  • Maximum number of cells of data: 3 million.

  • Any filters applied to the chart are applied to the data export.

    The export does not contain information on which filters or data sources are used.

  • Formatting (such as cell color, font styles, and so on) will not be exported.

  • Hyperlinks are removed.

  • Hierarchies are flattened.

  • For tables, only the table data region is exported. Custom cells outside the data region (for example, on a grid page) are not exported.

Restriction
The export option is disabled if any of the following are valid:

  • There is no data in the chart.

  • The model that is used is in Edit mode.

The notification dialog provides information on the export progress or completion. It also allows you to cancel the export.

Procedure

  1. Choose your chart or table.
  2. Choose Start of the navigation path (More Actions) Next navigation step  ExportEnd of the navigation path.
  3. In the dialog, provide a Name for your CSV file.
  4. For your table, verify that the File Type field shows CSV.
  5. Select the Scope for your CSV file:
    Option Description
    All

    Exports all the data, not just the currently visible data.

    For example, if your chart has a hierarchy, all the nodes of the hierarchy will be exported, even if you have not drilled down on the data in your chart.
    Point of view

    Exports what you see in the table data region grid (all the visible rows and columns).

    The Point of view export includes comment columns, calculations, and hierarchy levels in separate columns.
    Tip

    If you want to include custom cells (that are outside the table data region) in your export, you need to select all the cells, copy them, and then paste them into Excel.

  6. To maintain Scaling, Units, and Currencies formatting, select Include Formatting.
    Tip

    Use Include Formatting when you want the formatting to exactly match what is in the chart or table. For example, if the table shows $12.04 Million, that is how the value will be exported, even if that is a rounded value.

    Don't use Include Formatting if the actual data values are different from those displayed in the chart or table (for example, the actual data has more decimal places).

  7. To flatten hierarchical data, select Don't separate Hierarchy levels in individual columns.
  8. Select OK.

    Depending on your browser settings, your file is saved automatically or a dialog opens for you to choose where to save your file.

Results

Your CSV file is saved.

Next Steps

Note

Before opening the exported CSV file in Excel, verify that your Excel list separator settings are set correctly.

Related Information