Export to CSV and PDF from Analysis Workspace

Transcript

In this video, I’ll demonstrate how to better democratize analytics data by exporting Analysis Workspace projects to CSV or PDF format. I already have a saved project that includes a cohort and freeform table, as well as a next page flow visualization. Now, let’s say I want to export this workspace project to a CSV file. I’ll go to Project in the menu bar under my workspace title. Then I’m going to select Download CSV. Once I do that, it’s going to download the file to my computer. OK, let’s open this file and see how it looks. You can see that each of the panels with data have been exported. Now I can do any of the things I would normally do in Excel with this data. You’ll notice that visualizations aren’t part of the CSV file. You can recreate those natively in Excel. Alright, now let’s say you want to download a subset of your data to a CSV file. Well, you can do that. Near the title of the panel for Highest Revenue Products, I’m going to right-click in the white space. The context menu contains Download Data as CSV. I’m going to click on that. Once I do, I may see a notification at the top that indicates the data has been downloaded as well as the file name for it. For example, Highest Revenue Products, Product CSV. Now I’m going to open that from my download folder and let’s have a look. The benefit of using this method is that it grabs more rows of data than is visible in the workspace. Up to 50,000 items in fact. In contrast to using the method from the project menu bar we reviewed initially. Now you may have noticed that the versions of the CSV files I’ve downloaded so far, they don’t include the Product Category breakdowns in the Highest Revenue Products panel. There is a way to do this though. I’m going to select some of the rows. I’m going to make my selection and highlight it. Then anywhere in that highlighted section, I’m going to click with my right mouse button. Now from the context menu, select Download Selection as CSV. Alright, let’s open that file and verify we can see the breakdown. And we do. Alright, now I’m going to go back to my project in Analysis Workspace. And we’re going to take a look at downloading the project in PDF format. I’m going to go to Project in the menu bar under my workspace title. And I’m going to select Download PDF. Once I do that, it will begin assembling the file. At the top you’ll get a notification of the status such as your download has been requested. Please wait. Now it might take some time for the report to complete and download. Or you might get an additional notification that the PDF is actually going to be emailed to you instead. Now I’ve already received an email with an attachment and opened my report in Adobe Acrobat. One key call out is that everything from the project gets rendered to a single page with no pagination. Hopefully these export features make it easier for you to extend and distribute Analysis Workspace projects in your organization. Good luck.