Introduction
Exporting data from applications is a common task, whether for reporting, analysis, or backup. This guide provides a straightforward approach to exporting data, covering both copying and exporting methods. Additionally, it highlights best practices for handling large data volumes to ensure a smooth experience.
Copying Data: Quick and Simple
If you just need to grab a bit of data and move it somewhere else, copying is your best bet. Here’s how to do it:
Right-click anywhere on the data (but not on the headers).
You’ll see a few options:
Copy: This copies just the selected data.
Copy with Header: This copies the data along with the header row.
Paste the copied data into the app of your choice – whether it’s Excel, Word, or something else.
Tip: Use "Copy with Header" if you need to keep the column names along with the data.
Exporting Data: When You Need the Whole Thing
If you need to save a complete data set or a large portion of it, exporting is the way to go.
Right-click on the data set.
Choose Export from the menu.
Pick the file format you want:
.csv (good for spreadsheets)
Excel (.xlsx) (standard Excel format)
Excel (.xml) (structured data format)
The application will package up your data, including the headers, into the file format you selected.
Save the file on your computer when prompted.
Handling Large Data Exports
If your data set is pretty big, the export might take a while. Here are a few tips to make it easier:
If the data takes too long to download, consider breaking it up into smaller parts.
Usually, smaller data sets should only take around 05–10 seconds to export.
If it’s taking significantly longer, it’s probably due to the size of the data. Be patient or split the task.
How to Filter and Break Up Data into Smaller Parts on the Grid:
Access the Column Settings:
Navigate to the grid page where you want to work with the data.
Click on the three-line icon (column settings) located at the top of the column. This will open a list of checkboxes.
Select/Deselect Columns:
From the list, check or uncheck the columns you wish to display or hide.
Once you’ve made your selection, the chosen columns will be visible on the grid.
Filter the Data:
Identify the specific column you want to break into smaller parts (in the example, it’s the Completion Date).
Click on the three-line icon on that column to access more options.
Choose the Filter option from the dropdown.
Set the Filter Criteria:
From the filter options, select “In range” from the dropdown list.
Enter the desired start date and end date in the respective fields.
Click Apply to filter the data.
View and Export Filtered Data:
The grid will now display only the data that matches your filter criteria.
You can copy or download the filtered data for further use as discussed above in the page.
Wrapping Up
Copying or exporting data doesn’t have to be complicated. Just follow the steps above, and you’ll have your data in the format you need. If you’re dealing with a large amount of data, just remember that breaking it up can save you time and frustration.
What's next?
Read more about how to export documents easily
Read more about How to get the most out of a grid?