Data Extraction Wizard

The Data Extraction Wizard helps you extract raw data from a data model to build customizable reports. You can use formulas, add extra columns, and adjust formatting for headers, totals, and rows. All changes remain intact after data refreshes.

You can also use the Drill Down Wizard to get more specific information about the formulas in the extraction. For more information, see Drill down on a data extraction.

When to use the Data Extraction Wizard

• Simplifying field selection: Search for and organize fields easily to build your report layout.
• Accelerating performance: Include measures to reduce backend queries and improve loading times.
• Customizing results: Use built-in options to format the table, reuse formula definitions, and optimize report creation.

Perform a data extraction

1. Select an empty cell.
2. On the Analysis tab, select Data Extraction Wizard.
3. From the Environment and Data Model dropdown menus, select the environment and data model for the extraction.
4. Enter a name in the Extraction Name text box.
5. On the Fields tab, search for or select the fields to include. Click and drag or double-click a field to add it.
6. To narrow the result, in the Filters tab, select Add Filter or Add Group. Adding filters helps target specific subsets of data, so you only create the data extraction you need.
7. Use And or Or to create logical relationships between filters or groups.
8. Click Create.
   A table is generated based on your selection. You can further format this table and add adjacent columns for formulas.

note

Each column header in a data extraction must have a unique name. Duplicate names are not allowed.

For a detailed example, see Data Extraction Example.

Refresh a data extraction

Update a data extraction with the latest data from your data source to ensure your analysis reflects the most current information.

1. On the Toolbar panel, select Refresh.
2. Ensure the Data Extractions slider is toggled.
3. Select Entire Workbook to refresh all data extractions, or Current Worksheet to refresh only those in the current worksheet.

Drill down on a data extraction

Drill down on a data extraction to view detailed information about a measure.

1. Select a cell that contains a measure.
2. On the Analysis tab, select Drill Down Wizard.
3. Set the profile and appropriate fields. For help configuring your profile, see Using Drill Down.
4. Click Update to save changes to the profile only, or click Update and Drill Down to update the profile and display the drill down table on the right.

For more information about setting up a drill down profile, see Create a drill down.

Data Extraction Wizard properties

The Data Extraction Wizard includes fields, options, filters, and additional properties. Use the sections below to understand each setting.

Fields

Property	Description
Environment	Specifies the environment for the data extraction. If you select Current Environment, data is pulled from the environment shown in the title bar.
Data Model	Specifies the data model from which to extract data.
Extraction Name	Accepts a unique name for the extraction. Must be unique across the workbook. Only alphanumeric characters and underscores are allowed.
Fields	Configures the structure of your extraction table. Group By – Adds dimensions, descriptions, or measures to group the data. Order By – Sorts data in ascending, descending, or no specific order. Aggregation – Applies an operation (Min, Max, Count, Count Distinct, or None). All future calculations in the workbook will reflect this aggregation, not the raw data. Reset Group By – Clears all Group By, Order By, and Aggregation options. Delete – Removes a dimension, measure or description from the extraction.

Filters

Property	Description
And, Or	Defines the logical relationships between filters or groups using And or Or.
Add Filter, Add Group	Add Filter – Adds a filter to the extraction. Add Group – Adds a set of filters grouped together. For each filter, specify the Field, Operator, and Value. You can enter manually or reference in a cell. Use the prompt icon to select a field. To reference a cell, click the underscore in the Value field, then select the cell. This applies to both individual filters and groups. Text values are treated as cell references by default. To enter a text value instead, click the A icon next to the value field. When active, the icon turns blue, indicating the input is treated as a text. If you use the prompt, it's automatically set as text.
Clear all filters	Removes all filters and groups.

Options

Property	Description
Refresh on Open	Automatically refreshes the data extraction when the workbook is opened.
Automatic Refresh	Automatically refreshes the data extraction when a related filter is changed.
Show Headers	Displays headers in the data extraction.
Show Total Rows	Displays the Total row of the data extraction.
Top X	Limits the number of rows displayed in the data extraction.
Worksheet	Specifies the worksheet where the data extraction is created. Existing Worksheet – Inserts the extraction at the specified location in an existing worksheet. Location – Displays the sheet name and cell for the extraction. New Worksheet – Creates a new worksheet and inserts the extraction at the top-left cell.
Location	Sets the cell location in the worksheet where the data extraction is inserted.

Additional Properties

Property	Description
Format Data Extraction Table	Preserves formatting applied to individual rows. The formatting for each column is based on the styling of the first row.
Customize Headers	Replaces default column headers, which are typically generated from field descriptions in the data model. Custom headers remain intact after refreshes and are not overwritten by the original names.
Add Adjacent Columns	Adds formula columns next to the data extraction. These formulas—whether created with the Formula Wizard or a simple Excel syntax—are included in the data extraction definition when the cell starts with =. You can also change the column order (including adjacent columns) by reopening the Data Extraction Wizard and dragging fields into the desired position using the reorder icon.