Is there a good way to export an analytics workboo...
# general
j
Is there a good way to export an analytics workbook as a pdf/excel workbook that will keep the same formatting, or am i better off just exporting a data set and making a pivot table in excel?
m
I had opened a case with Netsuite for this question and I remember that it’s not possible. There is a problem with the Excel export
c
@Joseph if it's something you need to do repetitively and having it in Excel is a must you could set up your saved searches to run on demand or on a schedule from within Excel using CloudExtend. Any pivots, etc., would update in real time.
j
thats the issue i dont know how to get the row and column info grouped like this in excel. id love to use cloudextend to just export to excel if somebody knows how to get the grouping like this
c
Should be able to do this by combining searches (data sets) in Excel using Excel Power Query and either adding custom columns or using Power Pivot. Do you have saved searches that give you all the data you need for this?
j
yes the dataset has all the info i need. I've been meaning to learn power query, i guess this is my sign that it's time lol. thanks
c
Here's an article that might be of interest to you.