Export dashboard

Hello,

 

When I export a dashboard to Excel, I can see the below if I use the “grid view”.

 

Item

$$

Style A

100

Style B

200

Shoes

300

 

However, I’d like it to be like this:

Parent

Item

$$

Shoes

Style A

100

Shoes

Style B

200

 

Is there a way I can do this in Anaplan? I'd like to just export the current page. 

Thank you so much!

 

Best Answer

  • nikmg
    edited December 2022 Answer ✓

    Hi @JZCG ,

     

    I assume you are speaking of exporting a grid view from a page?

    To have the parent of a list appear in a separate column, I recommend you create a list property.

     

    Ex: Consider a hierarchy with 2 levels: L1 Region, L2 Country.

    Create a list property in L2 Country to derive the Parent value. Now, while exporting the grid view [that is dimensioned by L2 Country] from a page, include this list property in the "Labels" tab. Enable "Include row label headers" as well and Export.

    nikmg_1-1671228806786.png

     

    The export would look like this. You now have parent in an additional column.

    nikmg_2-1671228944364.png

     

    However, if you wish to not see the Parents in the rows at all, I would recommend you hide them using the show/hide or via filters applied to the grid before executing the exports.

     

    Best,

    Nik

     

     

     

Answers

  • Hello @JZCG ,

     

    No, I don't think you can directly export like this from current page. 

     

    You have to a Export action to have export in that format. You can either choose what nik had mentioned but I prefer to create export from a saved view. 

     

    Thanks,

    Manjunath