export several modules to Excel at once

susan.chang
susan.chang
in User Experience

Hi everyone - if I have several modules (tables) on a dashboard page and I want to export all the modules to Excel at once instead of exporting one by one, is there a way to do that?  Thank you, Susan,

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Answers

  • brendan_morriso
    brendan_morriso

    Hi

     

    In the Actions tab you can create a new Process and then assign multiple Exports to that single Process. When exporting the data initially, click the "Save Export Definition" box and then you will be able to add it to a Process.

    Then you can publish the Process to a dashboard for End Users to access. 

     

    Hope that helps,

     

    Brendan

  • Naveen
    Naveen

    Hi Team,

     

    This solution works great. But, its getting exported as multiple Excel files. Is there a solution, where, the data from multiple modules can be exported into a single Excel file?

     

    Thank You,

    Naveen

  • HimanshuRaj
    HimanshuRaj

    Hi @Naveen

    Currently there is a workaround to do that.

    1. You will need to create a common module to combine the data from multiple modules into that one
    2. Then you can create export action from that module

    Hope, This resolves your issue

  • AjayM
    AjayM

    Hi @Naveen ,

    If you are still looking for a workaround to achieve this, please refer below post

    https://community.anaplan.com/discussion/comment/155270#Comment_155270

    Cheers!

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