How to Export From a Data View
Asset Vision users can export data from data views as a csv file or spreadsheet. Users can also save export settings as an export plan and set up export jobs that will allow them to schedule exports so that they do not have to do them manually. This lesson will provide information about export plans including the process of exporting from a dataview as well as how to save and review a custom export plan that the user makes.
1. Find a Data View to Export From
To export from a data view, a user must first navigate to the data view they wish to export from.
- Create any filters as necessary.
- Click Export to bring up the Export Settings popup.
2. Enter Export Settings
The user will have the option to enter custom settings in the Export Settings pop-up.
- Fields Separator: This is the character that will separate the fields in the table. If the user wants a comma delimited file then they should enter a comma here.
- Download Options: The user has the option to download all records, records only on that page, or records that match the filter that is applied to that data view.
- Date Format: The format used for date fields.
- Quote Char: The character that will be used for string values.
- Line Separator: The character that will be used for new lines.
- Include hidden columns: Checking this box will include the columns that are not currently visible in the data view. A user should review any hidden columns before checking this to make sure they are exporting the data they want to see.
- Save settings as default: This check box will allow the user to save the settings selected in this dialog, which will automatically load the settings again any subsequent time that a data view export is initiated.
- After the user is finished with these settings they have the option to either Export now or save the export settings (and they will be given the option to export when they save as well).
- To save the export settings, click Save.
3. Save Settings
If the user chooses to Save their export settings then the the Export Plan and Mapping Names window will pop-up.
- Enter the name of the export plan.
- If the user clicks Save then the export plan will be saved and can used in an export job.
- If the user clicks Save & Export then they will save the export plan and also export the data from the data view using those saved export settings.
When an export plan is saved, an export mapping is automatically generated.
Review Export Plans
Users can review their import plans and mappings at Setup > Import/Export > Configuration > Import/Export Plans.
Creating an Export Job
Users can set up a job that will execute an export plan at Setup > Import/Export > Configuration > Import/Export Jobs.
- To create a new export job, click the New button at the bottom of the page.
Enter Settings for the Export Job
The user will then need to enter the settings for the export job:
- File Path: This is the path where the exported file will be saved.
- PAD Host: This is the PAD that will run the job.
- Worksheet: If the user is exporting the data as a spreadsheet they will need to provide the name in this field.
- Import/Export Plan: Choose the Export Plan to use from the dropdown.
- Schedule: This is the schedule that the job will be executed. If the user chooses monthly then the job will be ran on a monthly basis.
- Enabled: If this box is checked then the job will run as scheduled. If a user wants the job to stop running but does not want to delete the job record then they can uncheck this box.
- Time Zone: The time zone that will be used for scheduling.
- Run on: Choose when (during the time period on the Schedule) the job will be ran. For this example, the job will be ran on the first day of every month.
- Repeat every: Choose the frequency of the job execution. For this example, The job will be ran every month. If the user entered a 2 here, then the job would be ran every other month.