What do the different tabs mean in the Data Extract?
The Data Extract is designed to walk you through the data extract job creation process step by step. Each step is represented by a tab that performs a specific function like adding columns, filtering data, or customizing the layout. You may not use every tab for every data extract job, but learning how each tab works is key to using the Data Extract to its fullest potential. This article describes each of the different tabs in the Data Extract.
1. The Data Extract Tabs
Type: This tab provides a description of the data extract job to be created and an example layout of the data extract job.
Definition: This tab is used to identify where the data for your data extract job will come from in PowerSteering. Examples of this including a specific portfolio, a location in the work tree or a specific set of work types. You can also identify whether or not you want archived work to appear in your data extract job.
Columns: This tab is used to identify what data will appear in your data extract job. You can also add a calculated field, currency conversion, or metric value on this tab's page.
Filter: This tab is used to set filters that can be used to limit information that is included in your data extract job.
Layout: This tab is used to update the layout of the data extract job to rename column headings and reformat values.
Details & Schedule: This tab is used to add a name to your data extract job, set the remote location where it will be stored, set a schedule for the data extract job to automatically run on a daily, weekly or monthly frequency, and select specific settings for the data extract files.