Once you've created your source modules, you can include an export action for each module. The actions enable you to export your source data into your data collection.  

Open the source module you for the data export, to pull into your data collection.
Your source modules contain the historical data, related data, and attributes modules. 

To create an export action:

  1. In your source module, select Data>Export.
  2. Select Layout.
  3. For Export format, select the comma separated values (.csv) file type. 
  4. In the section What to include/Exclude:
    • You need only the actual (historical) values for historical data. 
      • Select Omit empty rows.
    • You need both historical and future values for related data. 
      • Select Include empty rows.
  5. Select Omit summary items
What to include/Exclude section. Here we see four radio buttons and a checkbox for Omit Summary Items.

6. Under Labels, select Include row headers.

    • For a regular list, select Include Row Level Headers.
      • Select Name from the dropdown beneath Choose Whether to Export Names, Codes and / or Properties.
The Labels tab with Name selected from the dropdown.
    • For a numbered list, select Include Row Level Headers.
      • Select Code from the dropdown beneath Choose Whether to Export Names, Codes and / or Properties.
The Labels tab with Code selected from the dropdown.

7. Select Save export definition.

8. Click Run export.

Demo of how to create an export action for your historical data module, so you can export the data into PlanIQ's data collection setup.

Disclaimer

We update Anapedia regularly to provide the most up-to-date instructions.