Guide to Export Data Setup and Export Data

Use the Export Data and Export Data Setup pages to export data from Planful to Excel, text, or CSV (comma delimited value) file formats. Navigate to Maintenance > Data Integration > Export Data.

Export Data Setup

• File Type - Select the output type: Excel (.xls, .xlsx), text (.txt), or CSV(comma delimited value).
  
  When you select File Type as Text (*.txt), you will get the below options:
  • Row Delimiter: By default, {CR){LF) is selected.
  • Column Delimiter: Specify how the columns should be separated. The Comma is selected by default, but you can choose a Tab or Vertical Bar.
  • Text Qualifier: Specify whether the text should be enclosed in the Single Quote{'} or Double Quote{"}.
    
• First Row has Column Names - Specify whether you want the first row to contain the column name.
• Data Format - Specify whether the periods should be present for Columns or Rows.
• Add - Insert a new column.
• Column - Displays the default and possible columns that must be present in the export data. Account, Company, Department, ICSegment, and Amount are default items. If you select the data format as Periods on rows, the Fiscal Year and Fiscal Month are mandatory fields.
• Header Name - Specify a header name for the inserted column. If you want a blank header name in the export file, enter #Blank#.
• Value - Specify the period for Fiscal Year, Fiscal Month, and Additional Column. For the Fiscal Year, specify YY/YYYY/Century. For Fiscal Month, specify MM/Month name (first 3 characters)/Month name (full name).
• Active - Allow or do not allow the field in the data export. Account, Company, ICSegment, Department, Amount, and Scenario are selected by default.
  

Once all the fields are complete, click Save & Next. You will directed to the Export Data page.

Export Data

• Scenario - Select the scenario from which that data will be exported.
• Start Month - Select the month and year from when you want to export the data for the selected scenario. This field is mandatory when the Actual scenario is selected.
• End Month- Select the month and year till when you want to export the data for the selected scenario. This field is mandatory when the Actual scenario is selected.
  Note:

  For other scenarios, if you don't select the date range, the complete scenario data will be exported.
• Measure- Select a measure, which reflects the data according to your selection in the data export:
  1. MTD - Export data based on a monthly measure.
  2. YTD - Export data based on a yearly measure.
  3. Account Based- Export data based on a specific account.
• Company Hierarchy - This hierarchy displays the Company Main and all the members associated with it. Select the segment from which you want to export data. You can select the members in the hierarchy at any level and only the selected member details are exported. If you select a roll-up member, all the corresponding leaf members' information in the hierarchy under that roll-up member is also exported.
• Reporting Hierarchy - Displays the Reporting hierarchy and all the members associated with it. Select the segment from which you want to export data. You can select the members in the hierarchy at any level and only the selected member details are exported. If you select a roll-up member, all the corresponding leaf members' information in the hierarchy under that roll-up member is also exported.
• Common Currency - Applies common currency (CC) to the data. If you select this option, all the dimensions with a CC are taken into consideration.
• Local Currency - Applies local currency (LC) to the data. If you select this option, all the dimensions with an LC are taken into consideration.
• Select Report Ids - Enable the Reporting Hierarchy to select a particular Reporting Dimension instead of considering all the consolidated dimensions.

Click Export to export the data.