Categories
Export dataset or project to an Excel file type format
Description
Customers are requesting the ability to export a dataset or a project (canvas) to an Excel file type format and NOT only in CSV as it's not keeping the format they need.
Use Case and Business Need
Customers are requesting the ability to export a dataset or a project (canvas) to an Excel file type format and NOT only in CSV as it's not keeping the format they need.
Original Idea Number: 0f7a65076d
Comments
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This is needed as some customers first do self-service analysis and then they want to share the results with excel savvy people who want to continue their analysis in excel. Respecting the format of tables and pivot tables is needed for that.
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We've had many users ask why they can't export to excel and complain that their pivot tables are not retaining the same format when they export to CSV. If you include a column in your pivot (e.g. MONTH), the CSV exports it as a flat detailed list, and loses the pivot summarization... For example:
Pivot in OAC appears as:
Customer Jan Feb A 100 200 B 400 500 After exporting to CSV, appears as:
Customer Month Amount A Jan 100 A Feb 200 B Jan 400 B Feb 500 0 -
The ability to transform and/or share insights/information from a DV project in excel, respecting minimal formatting would be of high added value.
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Perficient as a company has standardized on OAC for enterprise reporting and dashboards. Although we typically discourage exporting to Excel if it can be avoided, there are several use cases at our company where there is a need to export a visualization or a canvas to Excel while keeping the format (the way it worked in OBIEE). The lack of this feature has caused some to think about using Answers for certain use cases. It would be great to have this feature in Data Viz as well.
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It adds value .
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Very welcomed!
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Business want to compare the OAC classic output(formatted Excel) and DV view export in CSV. If this feature will be enable it will help business to validate the reports data.
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For which version is this planned?
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Due to the local settings of the operating system it is also leading to miss-interpretation of the comma-separated file in Excel if using the csv file. So export is highly appreciated from all users.
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Any update on what release this will be in?
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