RJMetrics Feature Spotlight: Advanced Data Exports

The RJMetrics business dashboard is so comprehensive that we hate to think of our customers using any other application for analysis. However, we understand that occasionally, for one reason or another, everyone needs to plop some raw data into Excel or another external app.  

As such, we’ve significantly expanded our “Export Data” functionality to include CSV (comma separated value), XLS (Excel 2003), XLSX (Excel 2007), and PDF (Adobe Document Reader) formats.

There are two ways to access the “Export Data” feature, depending on whether you would like to export the data behind a single chart or an entire dashboard.   To extract a single chart’s data, simply click the “Export Data” link at the bottom of the chart:

Click "Export Data" to export the data behind any chart

Click "Export Data" to export the data behind any chart

 

To extract an entire dashboard’s data, simply click the “Export” link in the “Dashboard Options” section (on the top-right edge of any dashboard):
Use this link to export an entire dashboard

Use the "Export" link to export an entire dashboard

After clicking either of these links, you prompted to choose your desired data format:

Several formats are available for exported chart data

Several formats are available for exported chart data

  

After choosing your desired format, simply click “Export” and the download will begin.  You will notice that only Excel formats are available for exporting entire dashboards, since each chart’s data will exist on its own tab within the Excel workbook:

Each chart's data appears on its own tab

Each chart's data appears on its own tab in Excel

We hope this update makes life easier for all of our fellow data geeks out there.  Stay tuned for more cool features!

2 Comments

  1. Martin
    Posted July 29, 2009 at 8:40 am | Permalink

    I’ve always had a particular problem with exporting to CSV and would love to hear your take on it. How do you maintain the right delimiting when you’re exporting text values with commas in them to CSV?

    Was just curious 🙂

  2. Posted July 29, 2009 at 8:46 am | Permalink

    It’s easy: you just need a convention for enclosing field content and escaping special characters.

    For example, we typically enclose each field in double-quotes and escape any double-quotes in the field content with slashes (\). If we want to include a single slash in your field, we escape that as well (\\).

    When importing a CSV, Excel will ask you to specify these special characters.

    Example:
    “Name”, “Title”
    “Marty Angert, Sr.”, “The \”Bad Boy\” of VC”


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