Downloading Data (Looks)

This article applies to the following Customer Insights roles: Viewer Developer

Downloading data provides a way for you to quickly download a Look (or at least a Look's data) to your local computer. 

Note. No, you can’t redirect a download to a different computer. In fact, you can’t even redirect a download to a different folder: downloads are always saved to the Downloads folder on your local computer.

To download data from a Look, click the Options icon and then click Download:

That displays the Download dialog::

The Download dialog provides several options for downloading the data and visualizations use by the Look. These options, which are explained in subsequent sections of this documentation, include:



File Format

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Specifies the file format for the downloaded file. Valid formats include:

  • TXT (tab-separated values).Plain text file with data fields separated by tabs.
  • Excel Spreadsheet (Excel 2007 or later). The downloaded file includes the raw data but does not include any visualizations options such as row color.
  • CSV. Plain text file with data fields separated by commas. If a field contains a comma (for example, January 1, 2018) that field will be enclosed in double quote marks: “January 1, 2018”.
  • JSON. Data is downloaded in the JavaScript Object Notation (JSON) format.
  • HTML. Data is downloaded as an HTML file, formatted to match the format of the visualization.
  • Markdown. Data is downloaded as an unformatted table using the Markdown markup language.
  • PNG (Image of Visualization). The download consists of a “snapshot” of the visualization. Data can be viewed but cannot be manipulated.


Results

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Specifies whether your download file reflects options configured for any tables used in the Look. You must select one of the following:

  • With visualization options applied: Data is downloaded after applying the visualization settings. These settings include:

    • Show Row Numbers
    • Hide Totals
    • Hide Row Totals
    • Limit Displayed Rows
    • Show Full Field Name
    • Custom Labels

  • As displayed in the data table: Data is returned without applying visualization settings. Instead, the data is formatted exactly as it appears in the Data section.

For example, suppose you create custom labels for each column in your table chart. With visualization options applied, the returned data (and the column headings) might look like this:

Country,City,Zip Code,Total Number of Users
Canada,Kitchener,N2H3T2,1
Canada,Halifax,B3M1N1,1

If visualization options are not applied, the returned data and column headings will look like this, with field names used in the header row instead of custom labels:

Location Dim Country,Location Dim City,Location Dim Postal Code,Location Dim Count
Canada,Kitchener,N2H3T2,1
Canada,Halifax,B3M1N1,1



Values

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Specifies whether data is returned using any applied numeric formats (such as rounding numbers or decimal points) or is displayed in its “raw” form. You must select one of the following:

  • Formatted: Data is returned after applying numeric formats (e.g., 123,456,789.00). This is the default value.
  • Unformatted: Data is returned in its raw, unformatted state (e.g., 123456789).


Limit

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Specifies the maximum number of rows included in the download file. Options include:

  • Results in Table. The download file contains the same number of rows specified in your Look. If the Look only allows 300 rows the download file will only include 300 rows.

  • All Results. Returns all the rows returned by the query; this will often be more rows than specified by the Look. Note that the All Results option might not be available depending on such things as the size and complexity of the query, and whether the query includes “add-ons” like row totals or table calculations. This option should be selected only if you are sure that the resulting download will not tie up the network and/or your local computer.

  • Custom. Enables users to specify the number of rows returned. Depending on your user account permissions, the maximum number of rows will either be 5,000 or 100,000.



Filename

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Name of the download file. By default, Customer Insights creates a file name based on the name of the Look, a date and time stamp, and a file extension that indicates the file format. For example, in the file name Multiple Explores in a Single Look 2020-02-05T1106.csv:

  • Multiple Explores in a Single Look is the name of the Look.
  • 2020-02-05T1106 is the date and time that the file was downloaded (February 5, 2020 at 11:06 AM).
  • .csv indicates that the file was saved as a comma-separated values file.

You can change the file name if you want. However (and as noted previously), you can’t change the download destination: files are automatically downloaded to the downloads folder for your web browser.

After configuring download options, click one of the following:

  • Open in Browser. When selected, the file is not downloaded to your computer but, instead, is opened in your web browser. Excel spreadsheet files cannot be opened in the browser.

  • Download. When selected, the file is downloaded to your computer.