How can I persist which fields are exported

mofleybk · March 16, 2010 3:33PM

In v2.5, Using [File-->Export-->Export file(s)] does not persist the columns selected for export. If users routinely need to export a specific set of columns, this can become very tedious as every single time the user will need to select their columns from the list.

A workaround is to add a Table View to a tab that only contains the columns you want to persist. Selecting [ViewTools-->Export view data] will present you with an Export dialog that has preselect only the columns defined in the Table View. It even persists the order of those columns.

steve · March 17, 2010 7:26AM

Thanks for the suggestion. We'll consider making the columns persist in future. However your workaround is a good solution - you might want to create a new tab specifically for this, so you don't pollute the views of your working tabs.

March 30, 2010 3:23PM

I like to do exactly this, usually on an "Export" tab, even going as far as to have several different tables on this "Export" tab - each with different columns visible, and different levels of aggregation (if needed); then I use the View Header to remind myself what the export is e.g. "export: FullData.XLS" or "export: TopClients.XLSX" etc.

Welcome!

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