Often times, users of the LevaData Platform will want to export tables to perform their own analysis on their local machine. There are several areas of the platform, especially in Spend Intelligence, where tables will have values that are merged together for pivot analysis allowing users in the interface to maximize or minimize them categorically. Here is an example below:
- The user can expand or collapse any values in this table by clicking the +/- labels. In this example, we have minimized the rows for CPN: AC3FPZ and the Sub Commodity: CONNECTOR_COAXIAL_RF.
- When going to the three-dot menu at the upper right of the table and clicking Export to Excel the system will produce and automatically download an Excel Workbook which preserves these application-level choices for expanded and collapsed data. See example below:
Exported Excel Workbook with Collapsed Rows Manually Highlighted
When the user chooses "Export to Excel" all merged cells and minimized cells are preserved and the table is exported to Excel Workbook in the exact state it is in the application interface.
Export to Comma Separated Value (CSV)
There are more likely scenarios where if you are exporting the data for manipulation on your local machine, you will want 100% of the data rows/columns populated so you can do pivot table/chart analysis and have all of the cells filled out. You may also want this data formatted in single rows so it can be imported into your organization's part or product management solution.
This can be accomplished for any given data table by simply exporting the table to Comma-Separated Value (CSV) format.
Even though all of the cells in the LevaData Platform example roll up on one line to the Commodity Manager Brian and we have collapsed certain cells in the table (i.e. minimized the rows for CPN: AC3FPZ)
When using Export to CSV, you will be able to see all values populated across individual rows in the exported CSV. Below the previous example is manually highlighted for emphasis:
Exporting Large Data Sets to CSV
If you are exporting extremely large data sets (like multiple years of spend and savings data) then it is recommended that you export as CSV. It will process faster because it does not have to calculate the pivot table formatting on every table row entry, and you can always save the file as an Excel Workbook after opening it on your local machine.
Performing Pivot Table Analysis on an Exported CSV
From here you can save the Exported CSV file with all cells populated as an Excel Workbook or Excel Macro Workbook and add additional tabs into the new document for Pivot Tables/Charts
On this new tab you can set your fields for Pivot Table analysis, and for example see total MPN Spend by any given input for Commodity Manager.
With our new Pivot table, we look up the GCM: Kelly and can see the 3 MPNs they manage with the equivalent spend.
In this way you should be able to perform your own local data analysis with whatever LevaData Platform oriented data sets you need to manipulate.
As an important final reminder, make sure that you have the scope and view criteria in the platform setup the way you want the data presented. If you limit the scope of data or change the view settings of the data, you will have the data tables in the platform (and data exports from the platform) presenting values which are filtered in the way you have elected.