Export Insights
In Analytical Designer, you can export your insights as XLSX or CSV files.
Steps:
- Open or create the insight you want to export.
- Click the three dots in the top right corner.
- In Export to, select XLSX or CSV.
- Save the file.
Export File Types
XLSX
Export your data to an XLSX file if you want to analyze the formatted data in a spreadsheet.
XLSX with Unmerged Cells
By default, insights that are grouped by attributes contain merged cells in the exported XLSX file. To export without merging, unselect Keep attribute cells merged in the Export to XLSX dialog.
The following image shows the difference between exported data with merged and unmerged cells in the Date (Date) column.
By default, the Keep attribute cells merged option in the export dialog is selected. To change the default status, set the cellMergedByDefault platform setting to false. For details, see Configure Various Features via Platform Settings.
XLSX with Active Filters Displayed
If you have any filter enabled in the insight, you can add the description of the filters to the exported XLSX file. To do so, select Include applied filters in the Export to XLSX dialog.
Custom Number Format
By default, when you export insights to XLSX, the number formats applied to the cells containing metrics are propagated to the result XLSX file exactly as defined in the insight. For example, if some metrics in an insight have a number format that displays negative numbers in red and positive numbers in green, this format will be applied to the cells with these metrics in the XLSX file.
To pass into XLSX any custom format as is, it’s possible to use [excel] command in custom metric editor followed by static Excel custom format. For example #,##0.00[excel][red]#,##0.00;.
The command [excel] must always be the last command in the definition.
To apply a single number format to all cells containing metrics in the result XLSX file instead of their original number formats, set the exporter.tabularExport.fixedExcelFormat platform setting to the desired number format. The number format defined in the platform setting is applied only to XLSX files. The number formats in the insights themselves do not change.
For details, see Configure Various Features via Platform Settings.
CSV
If you want to process report data in more detail in another application, and do not need formatting, export the report as a CSV file.
When you export to CSV, formulas in attribute and attribute header cells are automatically escaped using quotation marks. This does not apply to raw CSV exports. To turn this feature off, contact GoodData Support.