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Export Data

Question

I am a new user. Can you please describe the different options on the Export Data page?

Answer

This page allows you to export account values from the currently-selected version into a comma separated value (csv) file which can be opened in Microsoft ExcelTM. It is in many ways similar to a Printable View of a standard sheet, except this page will export all specified accounts and their values, and will optionally map them to external account codes and level names, such as those seen during Import.

If your company has purchased the NetSuite Integration option, this page also enables you to export a budget version from Adaptive Planning into NetSuite. For more information on this feature, see NetSuite Budget Export.

To export your data, select from the four available sets of options, and click the Export button. Please note that values on individual splits are aggregated when they are exported by this feature.

  1. Format This section allows you to select how the accounts and levels are labeled in the Export file. Click Edit next to Format to see the choices which are described below:

    1. See the Export Account and Export Level Mappings steps at the bottom of the page for how to set external export names.

      • Adaptive Planning Account Names and Codes - selecting this option will label the exported data with the account names and level names found in Adaptive Planning.

      • External Account Codes - will instead label the exported data with the account codes and level names established in the Export Account Mappings and Export Level Mappings screens. External account codes are extremely useful when importing Adaptive data into other systems that require different account or level mappings. If an account or level does not have an Export Mapping established it is excluded from the export by default. You can include all accounts and levels by selecting the Include Unmapped Items check box, in which case accounts and levels which do not have mappings will be labeled with the names they have in Adaptive Planning.

  2. Filter: In the Filter section, you can click Edit to specify the accounts, levels, and time range to be included in the exported data. If not specified, all data will be exported.

    Accounts - This section displays a list of all accounts (GL, custom, metric, modeled, cube, assumptions and exchange rates) that exist in the model. You can Ctrl- or Shift-click to specify particular selections or ranges of accounts to include in the export.

    Levels- This section lists all levels to which you have access. You can Ctrl- or Shift-click to specify particular selections or ranges of levels to include in the export.

    Time Range- You can select the time periods to include in the export by selecting different options in the drop-down selectors.

  3. Dimensions: In this section you can choose a dimension or dimensions by which you want to tag the data in your export file. Clicking Edit next to Dimensions will display a list of all custom dimensions in your model.

  4. Rules: Click Edit next to Rules to see the four options described below:

    • Currency - select the currency in which all monetary values should be exported. The default choice, "Use Level's Currency" will export each level's monetary values in the currency of that level.

    • Include Empty Rows - by default all rows without data are excluded from the export. If you would like to include all of the accounts and levels you have specified for this export regardless of whether the account or level has data, select this option.

    • Include Account and Level Rollups- if no filters are being applied to the export, you can optionally choose to include rollup (parent) accounts and levels in the export by selecting this option. If filters are being applied, this option is unavailable, as rollups will be emitted if they are selected in the filters.

    • Include Quarters and Years - if selected, the export will include columns for quarter and year rollups within the requested time range. If not selected, only individual month columns will be included.

  5. Click Export.

Export Account Mappings

If you need to export account data from Adaptive for use in other systems, and you need to map those accounts to an external name for that system, you can use Export Account Mappings to assist in the export.

You can set your export account mappings by visiting Integration > Export Account Mappings and following these steps:

  1. Navigate and expand the parent accounts to select the child level accounts you wish to map. Parent accounts cannot be selected.
    You can select/deselect all accounts by clicking the box at the top left, in the header of the Account Mappings list.

  2. To use the existing import name, click Use import name in the detail panel to the right, then click OK in the confirmation popup.

  3. If more than one item was selected, all of the selected accounts use their import names.

You can enter a custom external account name by visiting Integration > Export Account Mappings and following these steps:

  1. Navigate and expand the parent accounts to select the child accounts you wish to map. Parent accounts cannot be selected.
    You can select/deselect all accounts by clicking the box at the top left, in the header of the Account Mappings list.

  2.  Enter a custom name in the External account name field in the detail panel on the right. Click Cancel   if you'd like to discard your changes.

  3. Once you enter the name you want, click Save  .

  4. The External Export Account column will display your changes.

  5. If more than one account was selected, all of the selected accounts use the text you entered.

  6. Click Printable View  at the top of the page to view a spreadsheet containing all of the account mappings.

Export Level Mappings

If you need to export level data from Adaptive for use in other systems, and you need to map those levels to an external level name for that system, you can use Export Level Mappings to assist in the export.

You can set your export level mappings by visiting Integration > Export Level Mappings and following these steps:

  1. Navigate and expand the levels to select the levels you wish to map.
    You can select/deselect all levels by clicking the box at the top left, in the header of the Level Mappings list.

  2. To use the existing import name, click Use import name in the detail panel to the right, then click OK in the confirmation popup.

  3. If more than one level was selected, all of the selected levels use their import names.

You can enter a custom external export level name by visiting Integration > Export Level Mappings and following these steps:

  1. Navigate and expand the levels to select the levels you wish to map.
    You can select/deselect all levels by clicking the box at the top left, in the header of the Level Mappings list.

  2. Enter a custom name in the  External export level name in the detail panel on the right. Click Cancel    if you'd like to discard your changes.

  3. Once you enter the name you want, click Save   .

  4. The External Export Level Name column will display your changes.

  5. If more than one level was selected, all of the selected levels use the text you entered.

  6. Click Printable View   at the top of the page to view a spreadsheet containing all of the level mappings.

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