Exporting with Page By

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When viewing data using the Page By features, each Page's data can be exported into a separate tab in Excel.  This allows for easier data analysis.

In the report below, we are looking at the Sales Performance by Category-Retailer.  The applied Page By allows you to see Category sales totals by Retailer.

                


To export a grid report with expanded Page-By fields on separate Excel tabs:
1.  Click on the Preferences Link on the Top Short links bar.
                

2.  Within the preferences page, click on the Export Results link.
                                             

3.  Make sure the following options are selected.  If selected in the Preferences page, you won't need to select this going forward within Export Options.
                                 

4.  Now within the executed report, on the Home toolbar, click Export → Excel with Formatting.
                              

5.  The exported report will now display each Page-By value on a separate Excel tab as below:
                   


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Posted 4 years ago

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