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BIAnalytix Tip Summary: Exporting Data from the Media Business Intelligence Portal

As a result of the information that users obtain from their Media BI Portal, it is common that they will want to export the analysis to an Excel spreadsheet. There are two ways that the data can be captured in Excel. One type of export results in a spreadsheet with a “snapshot” of the numerical data values, while the more powerful option results in a spreadsheet that is still fully connected to the analysis data source in the data warehouse. The first “snapshot” option is often the best when the business numbers are to be used with additional offline Excel calculations because active pivot tables relocate the data. With the second option, the Excel spreadsheet can continue to be changed, drilled, and filtered to evolve into a new analysis that can then be re-published to the portal for others to use. Either export type can be useful when the analysis is to be encapsulated into a Word, PDF, or PowerPoint document.

Allowing data to be exported from the portal does come with some risk. The most significant being that outdated information could be used for decisions and decisions could be based on data being edited and manipulated inappropriately. However, given this caveat it is normal not to prevent export, but rather facilitate it with the objective that it will be more beneficial to tap the creativity engendered by personal access to the rich business data. In order to capture this creativity for the benefit of the corporation it is necessary to identify the spreadsheet calculations in use, and transpose them into calculated measures that replicate the individual analysis to the OLAP cube. Once accomplished, this previously individual analysis would then be available as portal reports which remain connected to the active data source benefiting both the originator and all other users

BIAnalytix is a media data warehouse and business intelligence system from Decentrix which includes portal reports and dashboards for the presentation of the Media Business Intelligence analysis. Export of any portal analysis to Excel is fully supported both for data snapshots and for fully connected pivot tables. Decentrix also provides in depth training to your users on the powerful options of data exporting from the portal analysis.

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