Dynamic Planning Export Data

Overview

With the Export Data subtask you can export the leaf level data from a model into a file which can be used for loading reporting tools. You also can filter the data and export the data to either a text or csv format. After you export, the data is available to you in a zipped format. For example, you specify filter settings for a specific scenario or a specific time period and choose a file format (.txt/.csv) for export.

How To Export Data

1. Navigate to Model > Import/Export Data.

2. Specify export data format settings in Export Data page.

3. Save settings using Save and then export using Export to File.

Actions Available

The table below provides a description of the actions available for the Export Data subtask.

Model - The model you want to export.

Name - Enter the name for exporting.

File Type - Specify the output file format: text (.txt) or CSV (comma delimited value).

Row Delimiter - Separates each row with the selection your make ({CR}{LF}/{CR}/{LF}).

Column Delimiter - Separates each column with the selection you make (Tab, Comma, Semicolon).

Text Qualifier - Differentiates your field data from your delimiter (None/Double Quotes/Single Quote).

Dimension Member Display - Allows you to dimension members either with Code or Display Label.

Data - Select Leaf to export the leaf data. Always export leaf data.

Suppress Zero Values - Select Yes to suppress zero values from the data you are exporting as shown below.

Filters Described

For all the dimensions that are available within the model you can pick filters. The values for filters are discussed below.

Dimension - Specify the name of dimension that is available in model for exporting.

Filter -

• AllMembers – Export all members from the source model to the target model.

• Leaf Members – Export leaf members only from the source to target model.

• MemberAndBelow - Members at a specified level where a member name exists as well as all members below that level in the hierarchy will be exported.

• FixedMember – The dimension displays data from a set member based on member name. For example, the scenario dimension only displays a 2020 Budget scenario and all other scenarios (Actual, What If, etc.) are not exported.

Value - Specify the value required for dimensions for exporting. For example, if you select Fixed Member for the Account dimension, select/enter the account name.

Create an Export

In Practice

1. Select the Model task and the Export subtask.

2. Select the Model you want to export data from.

3. Enter the name of the export (for example, 2020 Scenario Export/Actual Data Export/).

4. For File Type , select the format of file for exporting.

5. In the Row Delimiter cell, select the row delimiter.

6. In the Column Delimiter cell, select the column delimiter.

7. In the Text Qualifier cell, select the text qualifier options.

8. For Dimension Member Display , select how you want the dimension member to be displayed using either Code/Display Label.

9. In the Data cell, always choose leaf data for export.

10. Choose the required filter options for the dimensions from the table.

11. Click Save .

12. Click Export to File . This exports your data as a zipped file with the name and file format that were provided in Export Data settings page.

Available Actions Described

The table below shows the actions that are available with the Export Data subtask.

Refresh - After a selection is made, click Refresh to view updated data.
- Exports data to the specified file format. Or, import data. Since Export Data is an administrative function, it will export the entire data based on the filters defined, and hence dimension security is not regarded. By default, Export Data subtasks are not enabled for Contributor users. For example, if a Contributor user has access only to the Sales department in a Model and if the same Contributor user has access to the Export Data subtask, then that user can create the export format with all departments included and export the data to a file which exports all departments' data. Thereby the Contributor user has access to the data. To prevent the Contributor user from accessing, do not enable access on Export Data for Contributor users.

Save - Save a predefined export data settings.

Delete - Deletes the export data settings.