Kodexa simplifies the process of moving extracted data into a Microsoft Excel workbook, making it easy for users to further examine or share their data. This guide gives step-by-step instructions on how to transfer data from the Kodexa platform to Excel, using the data definition from your project for organized data handling.
Understanding the Context
In Kodexa, the workspace serves as the central hub for managing and analyzing your extracted data. The data you extract is organized according to the data definition you are utilizing within your project. It's essential to note that the top-level data elements defined in your data definition will directly translate into individual sheets within your Excel workbook, ensuring a structured and intuitive layout for your data.
Step 1: Navigate to Your Project Workspace
Begin by accessing the Kodexa platform and opening the project containing the data you wish to export. Within your project, you'll find the workspace area where all your data extraction and analysis activities are centralized.
Step 2: Open the Extracted Data form
Within your project workspace, locate the section or tab dedicated to your extracted data. This part of the interface is where Kodexa presents the data that has been extracted based on your data definition. Here, you'll be able to review the data and ensure it's prepared for export.
Step 3: Prepare for Export to Excel
Look for a tab labeled Download As Excel in the extracted data section. Before proceeding with the download, Kodexa allows you to select which top-level data groups (now sheets in the forthcoming Excel workbook) you want to include in the export. This selection process enables you to tailor the exported data to your specific needs, focusing on the most relevant information.
Step 4: Download Your Data
After selecting the desired sheets for export, click on the Download to Microsoft Excel button. Kodexa will then generate an Excel Workbook containing your chosen data. The file name for this workbook is automatically generated to include your project's name and the current date.
Step 5: Access and Utilize Your Excel Workbook
The Excel workbook will be saved to your designated download location, ready for you to open with Microsoft Excel or any compatible spreadsheet application. This exported workbook allows you to leverage Excel's powerful tools for data analysis, visualization, or sharing, enhancing the utility of your extracted data.
Conclusion
Exporting extracted data from Kodexa to Excel is a straightforward process that bridges the capabilities of Kodexa's data extraction with the analytical power of Excel. By organizing extracted data into sheets based on the top-level data elements of your data definition, Kodexa ensures a smooth transition of data into an easily navigable and useful format. Follow these steps to efficiently move your data from Kodexa into Excel for further analysis or dissemination.
Moving extracted data from Kodexa to an exported Excel file provides avenue Kodexa's data extraction skills with Excel's analysis power. Kodexa organizes extracted data into sheets based on your data definition's top elements, ensuring a seamless transfer of data into a user-friendly format. Follow these steps to effectively shift your data from Kodexa to Excel for more analysis or sharing.