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Certified Master Anaplanner

Data Export for Selected Line Items Only

Hi Everyone,

 

I have a view that I want to export into a file via action.  The view has 2 lists as column and 3 line items across. The module itself has 7 line items.  However, the export always output all 7 line items.  Is there a way to limit the export to the selected line items only?

 

Regards,

Andre

 

 

5 REPLIES 5
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Master Anaplanner/Community Boss

Re: Data Export for Selected Line Items Only

@andre.lie,

 

Have you tried using the following?

 

2018-12-20_07-36-09.png

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Certified Master Anaplanner

Re: Data Export for Selected Line Items Only

Hi @rob_marshall,

 

Thanks for the response.  I need the lists to be as columns for upload to another system.

 

Regards,

Andre

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Community Boss

Re: Data Export for Selected Line Items Only

Have you tried setting up a saved view with a filter on the line items, then using a grid export?
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Master Anaplanner/Community Boss

Re: Data Export for Selected Line Items Only

As per @ben_speight's post that should work for three nested lists.  If you use this, definitely set up a single boolean as a filter to minimise the rows being displayed, as rendering the view prior to export can take time on large lists if the filter is not set up efficiently

If you need more than three nested lists, I think the only way is to have an "export" module, replicating the desired line items

David

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Certified Master Anaplanner

Re: Data Export for Selected Line Items Only

@DavidSmith@ben_speight@rob_marshall

 

Thanks for the suggestions.  I think having an export module with the required line items is the most appropriate one for my situation.

 

Andre