Lab - Export data using the Data management workspace

  • 15 minutes

Read this first - before you start the lab!

Important

For this lab, you CANNOT sign in with your own credentials.

If you are signed in to finance and operations in the lab environment, you don’t need to sign in again, and can begin your work on this lab.

If you are not signed in to the lab environment yet, then go to the first lab unit in this module for instructions. Then, after you successfully sign in, use the Next button in the Instructions tab of the lab side bar to return to this lab scenario, and begin your work.

Scenario

In this lab, you will export data from the All customers entity using the Data management workspace.

  1. In the company USMF, go to Workspaces > Data management.
  2. You will see the message Execution history was successful in the Action center.
  3. Select Export in the Data management workspace.
  4. Specify the following information on the page:
    • Group name - Customers Export
    • Description - Customer Export
    • Data project operation type - Export
    • Project category - Project
    • Generate data package - Yes
  5. Select Save in the Action Pane.
  6. In the Selected entities FastTab, select Add entity.
  7. Specify the following information in the Add entity dialog:
    • Entity name - Select any of the Entity names from the drop-down list.
    • Target data format - EXCEL
    • Select fields - Importable fields
  8. Select Add. A new line will be created with the entity information you defined.
  9. Review any warnings, and then select Close.
  10. Select the entity line, and then select Export in the Action Pane. The data job will run.
  11. When the Batch job is scheduled dialog box appears. select Close.
  12. Select Refresh when the job is complete (if the Refresh button is not displayed return to the previous page by using Click to go back on the browser page, and again select Export. Now the Refresh button will appear on the Execution summary page). You will receive a notification that the export is completed.
  13. Select Download package in the Action Pane. A .zip file will download.
  14. Open the .zip file and then open the Excel file that is in the .zip file.
  15. Here you will see all the data that exported from finance and operations.

Close the lab environment

  1. Select Done in the Instructions pane in the lab side bar.
  2. In the Lab is complete window, select Continue, and then select Leave to return to the next unit in the module.