Export to CSV from Analysis Workspace export-to-csv-from-analysis-workspace

Learn how to export entire projects or individual tables to CSV for Analysis in Excel and other BI tools.

Transcript
Hey everybody, it’s Doug. Just a super quick video today to show you how to export in CSV from Analysis Workspace. So let me give you a few options. If you want to download or export to CSV the entire project, and I’ve got a number of different tables and visualizations here, then you can simply go to Project over here in the menus and go down and download CSV. Of course, you’d have a PDF option as well, but since we’re talking about CSV, I’ll go ahead and do that. And that is right away ready. And here it is. I just bring it up. Let me make that a little bit bigger so you can see that. And so anyway, so there’s the data, right? So you’ve got marketing channels, days since last visit, which you can see right over here. So marketing channels, days since last visit. Now you don’t see these because their data source, which is the table that this data is coming from, is hidden. I’m gonna get back to that in just a second. But again, if you want to see all the stuff, then you can see that there’s top products and another freeform table, etc. As you go down through these ones, even the ones where it’s like a fallout report. If I come down here, there’s the fallout report. There’s also flow reports down here, as you can see coming down to the flow reports right there. So in any case, you know, it’s the data reports, whether it’s a table or like a fallout or a flow report like that. What it doesn’t download in CSV is like, for example, a donut report here, because the data is coming from this one. And so therefore it’s going to show this table data and not, you know, try to redo this again in CSV format. Now, let me just go to the top again. And let’s say we don’t need the whole thing. I just want this visualization or this table so I can right click up in the top of it here in this header and download the data as CSV. And let’s open that real quick. And that will just give me that data. Of course, it gives me the header information and then gives me the table name and gives me all that data. Now, the other thing you could do, of course, is, you know, well, maybe I just really want, you know, this much data right here and I’ll just copy that. And you can paste that in, of course, anywhere you want. And that’s there. But what you don’t get, of course, is, you know, whether this is visits, you know, hey, what are those numbers and what is this really telling me? I don’t know what this is. It’s marketing channels. So if you just need the numbers really quick, sure. Copy paste is great. If you want to be able to download the table and have all the, you know, descriptors here and everything with it, then you can, of course, you know, right click on that and download a CSV. In fact, you can do that with these up here as well. And if I right click there and download as CSV, then that will give me that data as well. And it’ll actually come from the data source, the table, which I don’t have showing right now. I’m not showing the data source table. If I were to show that, it would come up and there it is. But I don’t have it showing. But if I go to that and right click and say download that data, then there’s that data and I open that up. And there it is from the table that produced that visualization. So just some cool options there for downloading the CSV. Hope that was helpful. Have a great day.
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