To configure an Adaptive Export, first select New Saved Query from the main menu as shown below:
The next side menu lets you assign a Name to the query/export and assign the sheet and sheet location to the export. NOTE: only the starting column and Starting row is necessary (Ending Column/Row have no impact on export).
Type is Collector
Sub-Type is Adaptive.
Click Save and Continue to proceed to the export configuration page.
Export Options:
Show All Options: On – shows all available parameters for the data export. Off – Shows only Version and Time Parameters. This is the best setting for an export you want to change only these two options for like a parameter for the export.
Data Source and Schema – These should never be changed and should be set to Automatically Create on the first run and not changed once populated. (Note: in the June release schedule we will be locked from editing.
Credential – This is where you make sure you have the correct Adaptive credential populated. This should default correctly, however, if you have multiple credentials, you may need to select one based on your needs.
Type – There are two types of exports – Export Data and Export Configuration Model Data. Export Date is the standard data export of accounts/dimensions/attributes with time and data from Adaptive. Export Configuration Model Data is the option to export model sheet data at the row level. If you choose this option, please skip to the Configurable Model Data Export Section for the different export options.
Version – By using the SHOW/HIDE button you can display all of the available versions in your model. It will include folders and groupings, however, you need to choose an version not a folder for the export to work. Multiple versions can be added to an export (unlimited) and by having include in schema option selected (the default setting) the export will include the data segmented by version.
Timespan – The SHOW/HIDE button will allow you to choose time periods from a picklist. Alternatively, if you know your Adaptive data format (usually MM/YYYY format or MMM_YYYY format) you can type these options directly into the fields provided. Note: You have to select a month as the start/end date, even if you are reporting by year/quarter.
Time Rollups – Turning Time Rollups on allows you to choose quarters and/or years with our instead of months in the data export.
Account – Similar to the Version option, you have the SHOW/HIDE option to display all accounts available from your model. This will include Standard, Modeled, Cube, Metric and Custom Accounts. You can find accounts in the groupings and add them or search by name for the accounts in the search bar. When you add accounts, if they are a rollup account (account with accounts below it) you can choose to report on the lower level accounts by selecting INCLUDE DECENDANTS. If you only want the roll up account you need to select the include roll up options for accounts (covered in Roll up options later in this document). You can select as many accounts as you like. The order of the accounts will not matter at this stage as a report is required to define account ordering. Alsos, once accounts are added, you will see the ACCOUNT ATTRIBUTES option. Turning this option on will allow you to select and add Account Attributes to your export.
Include Account Attributes:
By turning on this option, you can select from a picklist the available attributes and click the ADD button to add the attributes to the export. Note, this will assign the values from the list of Attribute associated with the data in the report.
Levels – Levels work similar to Accounts and Versions and use the same controls for SHOW/HIDE and adding elements. Note: You can add either parent or lowest node Levels. If you choose a parent Level, you have the option to choose either “IS Rollup” or “Include Descendants”. If you choose IS Roll Up you get the data summarized to that level. If you choose Include Descendants, you get the detail of the data from the levels that roll up to that level.
Level Attributes – Same as Account Attributes, you can turn this feature on to get a list of available Attributes for levels that you can add you your report.
Dimensions – Similar to the Attributes options, this lets you search via a picklist the available dimensions and add them to your export. To add elements, click the blue ADD button once you select the dimension.
Dimension Filters – Once you have added a dimension, you can select it as a Dimension Filter to then select Dimension values to filter an export to only a select list of dimensions values. The controls are the same as the dimensions list above.
Dimension Values – Select values from a dimension list to reduce the export to only include values included in the selected list. Once you select the item click the ADD button.
Lowest Node – Choosing lowest node allows you to select a dimension parent value and all the child dimensions will be added to the export.
Additional Export Options:
Named Range Column – Turned on adds an automatic and dynamic named range to each column and the entire data range in the data set to your export. This is key to using our custom Adaptive formula (covered in another section Titled – ADAPTIVE CUSTOM FORMULA)
Unpivot Data – This feature is BETA and not fully supported/recommended. It turns Adaptive data into a list view with dates as a rows instead of columns. It can create huge datasets from relatively small Adaptive datasets and isn’t recommended. We will be enhancing this in the future and this will be come more usable in the future.
Display Name Enabled – If you have level/dimension names that are different than your level/dimension codes, you need to select this option and include display names and names to the export.
Replace Data – This option is recommended as it clears the previous set of data and always replace
Rules – If you have chosen options above that want either roll up accounts or rollup levels, you need to turn on these options accordingly here.
Currency – you can choose either Corporate Currency (top level currency) or Local Currency (level currency, which cannot be rollup). Override can be used to specify another currency to convert to that has to exist in your model.
Save And Execute - Will do just that, save and run your export. You will be able to come back and edit/change later via the Edit Existing Queries options.