Compose and save an export (CSV / Excel)
The Data export tab takes analytics data out into a spreadsheet — in the page’s own words: “Compose the report: date range, resolution, metric columns and scope. One row = one period + one plant.” A finished set-up can be kept as a saved export, so the monthly routine never has to be re-clicked.
Before you start
Section titled “Before you start”- Permission: analytics:view is enough to download; creating a saved export needs the management right — the UI explains why: “Saved exports are shared tools of the organisation — saving them needs the analytics management right. You can load and download them without it.”
- Site: “Pick a site in the header to export — the scope of analytics is always a single site.”
- Open the “Export” tab from the analytics tab bar. It starts with the selected period and the ones preceding it — everything can be changed.
- Set the frame: “Resolution” (day / week / month / year), the date range and the “Scope” (the whole site or one plant).
- Pick the columns. The “Operating-mode columns” give the recorded time per operating mode in hours — “The columns come from what actually has data in the period.” From the “Metric columns” list you can add up to 8 metrics; each one also gets a sample-count column, because “the number alone would not say how many measurements it came from.” The “Break down by shift” toggle adds one row per shift alongside the aggregate row — the per-shift value does not double-count the aggregate.
- Check the “Preview” table. “The preview and the download are built from the same core — what you see here is what goes into the file.” The line beneath states the included periods and the row count.
- Download: “Download CSV” or “Download Excel”.
- (With the management right) save it: in the “Save as a saved export” box give it a name and pick the range kind — “Rolling window: the last {n} periods, always up to today” or “Fixed span”. As the help text puts it: “The rolling window exists so you do not have to put the same report together every month: the saved export follows the day you load it. A fixed span preserves a closed period unchanged.”
If it worked
Section titled “If it worked”The downloaded file carries one period + one plant per row with the chosen columns; the saved export appears in the “Saved exports” list, and the “Load {name}” button restores the whole set-up in one click.
Common problems
Section titled “Common problems”| What you see | Why | What to do |
|---|---|---|
| “There is no data in the selected range. Analytics computes from recorded shift logs — if you have just started, records must come first.” | No diary was recorded for the range. | Pick a range that already has data — or record first. |
| “The range is capped at {n} periods — older periods were left out.” | The range is too long for the chosen resolution. | “Narrow the range, or pick a coarser resolution.” (monthly instead of daily, say). |
| “At most {n} metric columns.” | More metrics selected than the cap. | Split it into two exports — both can be kept as separate saved exports. |
| “This metric is not selectable — the meaning of the number is not set —, so it gets no column.” | The field’s meaning assignment is missing. | The meaning is set in the datapoint settings (needs the management right). |
| “A saved export with this name already exists in this scope.” | Name clash among saved exports. | “Pick another name, or update the existing one” via “Update with the current set-up”. |
Worth knowing
Section titled “Worth knowing”- A metric referencing the previous period (a
prev.formula, say) “has no value in the first period of the range” — that is a definition, not a bug. - A saved export keeps the whole set-up: “resolution, range, metric columns, scope, format and the operating-mode columns.” Update it with “Update with the current set-up”; concurrent editing is guarded by CAS (“Someone else has changed this saved export in the meantime…”).
- The dashboard leads here too: the overview’s download button opens the Export tab pre-filled with the page’s period — refine from there.
Related
Section titled “Related”Create a calculated metricA new column for the export: a specific value, a ratio or a formula.
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