Issue in Tabular Multiple Column Export Format

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New Contributor

Issue in Tabular Multiple Column Export Format

Hi All,

 

I am facing an issue while exporting data from a dashboard by selecting Tabular multiple column export option. Although the table on the dashboard has been published by creating a saved view(i.e. by selecting 'Show Selected Line Items only' option). However, while exporting the data in tabular multiple column(.csv) format the other line items which are not visible on the dashboard or the saved view are also getting retrieved.

 

Further Information: The grid view format retrieves the desired line items only but do not suffice the user purpose.Hence a solution is required around tabular multiple column export format and the data can also not be retrieved in(.xls)  format as it shows too many rows error therefore it can only be obtained (.csv) format.

 

Please help me around this.

 

Thanks

 

 

9 REPLIES 9
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Certified Master Anaplanner

Re: Issue in Tabular Multiple Column Export Format

@CommunityMember131357 

 

I have run into this before, and my solution was to put the line items that I don't want to export into a separate module. This way, I only the line items that I do want to export in the module itself. 

 

I attempted to create a line item filter with a Line item subset to see if that could be applied in the export filter but was unsuccessful in making that work, so my recommendation is to have it in a separate module. 

 

Jason

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New Contributor

Re: Issue in Tabular Multiple Column Export Format

Hi @jasonblinn 

 

Thanks for replying but do you have any idea around why is this happening because I have other modules also where we have published the saved views and the tabular multiple column format retrieves only the desired line items.

Any specific thing that results into this issue?

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Certified Master Anaplanner

Re: Issue in Tabular Multiple Column Export Format

I believe it is because you cannot use Show/hide, omit or view filters in addition to a filter in the export. You have to choose one or the other. 

 

So if you apply a filter, show or hide columns, and then also apply a filter in the export definition itself, then the export filter will take precedence and the saved view configuration will not apply.

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New Contributor

Re: Issue in Tabular Multiple Column Export Format

Hi @jasonblinn,

We have created the saved view by not applying any filter but are using 'select levels to show' (to show only selective levels of the hierarchy) and using the 'Hide' option to hide certain products from the product list displayed in the rows and then the saved view has been published on the dashboard.

So any idea on how our problem can be fixed?

Thanks in advance.
Certified Master Anaplanner

Re: Issue in Tabular Multiple Column Export Format

It is hard to say exactly without seeing it, but if there is no filter applied (to the module, or in the export), then I would guess it has something to do with the pivot. Can you share, or describe the pivot you are working with, and where you have show/hide, select levels, or any kind of data selection in the view.

 

Jason

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New Contributor

Re: Issue in Tabular Multiple Column Export Format

@jasonblinn 

 

The pivot view and the levels to show have been selected as attached in the below image:

Pivot View.JPGLevels to show.JPG 

 In addition to this certain brands have been hidden from the row and then the saved view has been created and the required view has been published on the dashboard.

 

While taking out the export in multiple tabular format the levels which have been selected are only exported but the brands which have been hidden and the line items which are not shown in the saved view are also coming.

 

Thanks in advance.

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Frequent Contributor

Re: Issue in Tabular Multiple Column Export Format

Hi @CommunityMember131357 ,

 

 

I will suggest you to create separate same module with required line items to export the data.

 

create one more module with P4 Brand Dimension and create one line item Boolean type set as true to create filter.

 

When you will export apply this filter to the Tabular Multiple Column layout.

 

Hope it will help you.

 

Thanks,

Naushad

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Certified Master Anaplanner

Re: Issue in Tabular Multiple Column Export Format

I just ran a similar test, and it seems to me like this only happens when the line items are pivoted to the columns. Are you able to pivot the export and see if it honors your filters then? I can't say that I can explain this one, just something that I noticed while attempting to re-create the error you are seeing.

 

Thanks,
Jason

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New Contributor

Re: Issue in Tabular Multiple Column Export Format

@jasonblinn

Yes, when I bring my line items to rows and export the data there is no trouble associated with it.

But however, we do have other modules also created where we have line items in columns and are exporting the data in multiple tabular column format without any hassle.

I am unable to find the problem associated with this.