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