Exporting Data from Report Objects

Overview of Exporting from the Designer

All users who have the Export Data capability can use the designer to export data from report objects to Microsoft Excel format for future viewing or printing. This exported output can be saved locally on disk, and then opened in Microsoft Excel. Or you can choose to create a delimited text file Tab-Separated Values (*.tsv) or Comma-Separated Values (*.csv) data file.
When you export a graph from the designer, you are exporting the data, not the visual graph representation.
Not all report objects in the designer support the exporting feature. For example, you cannot export data from gauges. If the export feature is not available for a particular report object, the Export <reportObjectName> menu item does not appear when you right-click on the object.

Export Data from a List Table

To export data from a list table:
  1. If the list table that you want to export is not already selected, select it.
  2. Right-click on the list table, and select Export <listTableName>, where <listTableName> is the name of the report object. The Export or Save As window is displayed.
    Export or Save As Window for List Tables
  3. Choose to export All rows or a range of Rows.
  4. Choose to export All columns or Selected columns. If you choose Selected columns, select the check box (or check boxes) to the left of the column (or columns) that you want to export. At least one column is required. If you do not select a column, then a message is displayed, and the Export or Save As window cannot be closed.
  5. (Optional) To choose whether the exported data is formatted, either select or clear the Formatted data check box. This check box is selected by default.
  6. If you select Export to, then the only option is Excel 2007 Workbook (*.xlsx) to create a Microsoft Excel spreadsheet.
  7. If you select Save as, choose either Tab-Separated Values (*.tsv) or Comma-Separated Values (*.csv) to create a data file.
  8. Click OK.
  9. When you are prompted, choose either to open the file or to save it.

Export Data from a Crosstab

To export detail data from a crosstab:
  1. If the crosstab that you want to export is not already selected, select it.
  2. Right-click on the crosstab, and select Export <crosstabName>, where <crosstabName> is the name of the report object. The Export or Save As window is displayed.
    Export or Save As Window for Crosstabs
  3. Choose to export All rows or a range of Rows.
  4. Choose to export All columns or Selected columns. If you choose Selected columns, select the check box (or check boxes) to the left of the column (or columns) that you want to export. At least one column is required. If you do not select a column, then a message is displayed, and the Export or Save As window cannot be closed.
  5. (Optional) To choose whether the exported data is formatted, either select or clear the Formatted data check box. This check box is selected by default.
  6. If you select Export to, then the only option is Excel 2007 Workbook (*.xlsx) to create a Microsoft Excel spreadsheet.
  7. If you select Save as, choose either Tab-Separated Values (*.tsv) or Comma-Separated Values (*.csv) to create a data file.
  8. Click OK.
  9. When you are prompted, choose either to open the file or to save it.

Export Data from a Graph

Note: You cannot export the actual visual graph. Only the data can be exported.
To export data from a graph:
  1. If the graph that you want to export is not already selected, select it.
  2. Right-click on the graph, and select Export <graphName>, where <graphName> is the name of the report object. The Export or Save As window is displayed.
    Export or Save As Window for Graphs
  3. Choose to export All rows or a range of Rows.
  4. Choose to export All columns or Selected columns. If you choose Selected columns, select the check box (or check boxes) to the left of the column (or columns) that you want to export. At least one column is required. If you do not select a column, then a message is displayed, and the Export or Save As window cannot be closed.
  5. (Optional) Choose whether the exported data is formatted, either select or clear the Formatted data check box. This check box is selected by default.
  6. (Optional) Choose whether detail data is exported for the graph. If you select Detailed data, then you can select the columns that you want to export.
    Note: The Detailed data option is not available for imported report objects, custom graph objects that have multiple data definitions, or for any graphs in which detail data is not allowed.
  7. If you select Export to, then the only option is Excel 2007 Workbook (*.xlsx) to create a Microsoft Excel spreadsheet.
  8. If you select Save as, choose either Tab-Separated Values (*.tsv) or Comma-Separated Values (*.csv) to create a data file.
  9. Click OK.
  10. When you are prompted, choose either to open the file or to save it.