This post outlines how to make your export to excel file names more user friendly.
Why do this? Can’t you just go save as and change the file name? Point.
But this was a business requirement as different areas export a lot of data to excel from the reports we support on different days. This ensures the output is standardised and users in the same team know what was downloaded by who and when.
- Create a table to hold your report title measures.
- Create measures for the tables to export in this table. The following measure creates a title like this: “20230509 Report Name – Table Name Joe.Bloggs.csv”.
a. UserName () – Returns Username from credentials given to the system at connection time.
b. Dateloaddate is the date data is loaded from the warehouse. Could just use Today() which would update to the date report is refreshed.
Format (…, “YYYYMMDD”) changes date to 20230509 which keeps the files in order if tables are exported on different days.
c. Hard-coded to return the report name and table name.
3. Select the table to add this to and under the format option, click Title to on and click on the conditional formatting button (fx) next the heading.
- Using the Field Value option, select the measure created above.
- Then export the table! File name is now populated as follows.
