Creating an export process

If you plan to regularly export the data in an IBM® Cognos® Insight widget to a Microsoft Excel spreadsheet, you can create an export process. Then you can run the export process whenever you want to export the data. You can also share export processes with colleagues.

Procedure

  1. Click the Widget actions icon Widget actions icon and click Export to > Export to Microsoft Excel.
  2. To create an export process, perform the following steps:
    1. Click New.
    2. In the Name field, enter a name for this export process.
      This is the name you will use to identify this export process when you want to run it again, so the name should be descriptive and unique.
    3. In the Available list, select the cubes that you want to export data for, and click Next.
    4. Click the dimensions in each cube, and then move elements from the Included list to the Available list to include the elements in the exported data.
    5. If a dimension is shared between cubes and you want to export the same elements from each copy of the dimension, select the elements from one dimension that you want to export, and then click Apply to All.
      The same elements will be exported from the dimension in other cubes.
    6. To include all the elements in a dimension, including elements that might be added after you create the export process, click the dimension and then select the Include all check box.
    7. Click Next.
    8. Use the up and down arrows to identify which dimensions will appear in the spreadsheet rows, columns, and pages.
      For example, if you have chosen to include the Product, Country or Region, Year, and Measures dimensions in the spreadsheet, you can put Country or Region and Product on the rows of the spreadsheet, Measures on the columns, and Years on the pages to put each year on a different tab of the spreadsheet.
    9. Click Next.
    10. Choose whether to merge cells and run the export, and then click Finish.
  3. To run an export process, select the process and click Run.
  4. To export an export process, click Export, and save the export process file to your computer.
  5. To import an export process, such as an export process you received from a colleague, click Import, and select the export file from your computer.