Exporting data from the Data Sheet

y ou can export your current view of the data sheet as a csv file this is useful for sharing data externally or u sing it as a template for importing spreadsheet data docid\ at7q7fjkyiorelblfdoww back into charthop your other options for sharing data sheets are creating data sheet views docid 3lx0qz1sz1va2xmyzypj1 directly within charthop — this allows you to share information while ensuring that user access controls docid\ puo bb nsw2cwlvm3 scy are enforced syncing data sheet views to a spreadsheet docid\ evwqy4n6n94qnczv3efmw to microsoft excel or google sheets — this allows your spreadsheet data to always stay up to date in charthop export csv export data sheet to a c sv export csv dialog to export to a csv file select the data sheet from the left sidebar customize or filter the data you want to export by adding columns, using filters and setting the date or date range for the data select export to csv or select the edit ▼ dropdown and select export to csv the export jobs and people dialog displays in the dialog, there are 2 formatting options data formatting — these options determine how both the headers and cell data are formatted see exporting data from the data sheet /#export formatting optimize for readability — this will most closely match what you see on screen in the charthop data sheet optimize for import/export — this is best if you plan to re import the information into charthop this may be preferred if you are importing it into another system split complex types (money, name, address) — certain fields are made up of multiple data points and the data can either be combined into one column or broken down into multiple columns see exporting data from the data sheet /#split complex types formatting for details single column — will combine the multiple fields into a single columns note this is the preferred formatting when using optimize for import/export split into separate columns — will make each individual sub field its own column select export csv to generate the csv for download select download export and the csv will download export formatting here is how each field type will be displayed in each export format data type optimize for readability optimize for import/export number 123,456 789 123456 789 money (usd) $10,000 $10000 money (non usd) eur 10,000 eur10000 basecomp docid\ av783vahuylt9lp2myjim (yearly) $10,000 usd10000 basecomp docid\ av783vahuylt9lp2myjim (hourly) $42/hour usd42/hour variabletarget docid\ ihhae6vznkjp6jecscvlg (percent) 10%/year bonus 10%/year bonus variabletarget docid\ ihhae6vznkjp6jecscvlg (amount) $5000/month bonus usd5000/month bonus name stan smith (preferred first preferred last) stan smith (preferred first preferred last) manager helen wright (preferred first preferred last) h wright\@charthop com person helen wright (preferred first preferred last) h wright\@charthop com persons stan smith, helen wright s smith\@charthop com; h wright\@charthop com job (filled) helen wright ceo h wright\@charthop com job (open) ceo 66fz22etcc2451da9dd07c15 address 123 anywhere lane, boston, ma 02130 us {"street1" "123 anywhere lane","city" "boston","state" "ma","postal" "02130","country" "us"} date 6/22/1980 (display format will be based on the configuring general settings docid 20iynxv8jltodekfa6koa 1980 05 12 timestamp 5/12/1980 12 30 pm 1980 05 12t12 30 00z numeric scale 2 meets expectations 2 meets expectations multiple choice english; spanish english; spanish yes / no yes / no true / false split complex types formatting certain fields are made up of multiple data points and the data can either be combined into one column or broken down into multiple columns here are a few examples of what this looks like with the formatting of optimize for reability , split into separate columns name docid\ eahfy4fhqt5hifq6z 8of name (first) name (pref) name (middle) name (last) name (preflast) nour nory stanley spence cortez cortez basecomp docid\ av783vahuylt9lp2myjim base compensation (currency) base compensation (amount) base compensation (interval) usd 130000 yearly usd 20 hourly if you want to add additional fields for hourly employees such as base hours per week and base weeks per year you can add those fields specifically to your data sheet they will not be included in the "split" of base compensation variabletarget docid\ ihhae6vznkjp6jecscvlg target variable (type) target variable (currency) target variable (amount) target variable (percent) target variable (interval) commission 10% yearly commission usd 80000 yearly bonus 10% yearly bonus usd 150000 yearly address docid\ khi0d64z7evk0dsm gjwf address (street1) address (street2) address (street3) address (city) address (state) address (country) address (postal) 123 anywhere lane apt 22 boston ma us 02130 if you only need a sub set of these fields you can always add them as individual columns within the data sheet, then export without splitting complex types packages basic basic | | headcount planning headcount planning | compensation reviews compensation reviews | performance performance | engagement engagement | hris