Exporting data from the Data Sheet
You can export your current view of the Data Sheet as a CSV file.
This is useful for sharing data externally or using it as a template for importing data back into ChartHop.
Your other options for sharing data sheets are:
- Share a data sheet view directly within ChartHop — This allows you to share information while ensuring that user access controls are enforced.
- Sync the data sheet to Microsoft Excel or Google Sheets — This allows your spreadsheet data to always stay up to date in ChartHop.
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 export formatting for details.
- 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 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.
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 (Yearly) | $10,000 | USD10000 |
baseComp (Hourly) | $42/hour | USD42/hour |
variableTarget (percent) | 10%/year bonus | 10%/year bonus |
variableTarget (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) | |
Person | Helen Wright (Preferred First Preferred Last) | |
Persons | Stan Smith, Helen Wright | |
Job (filled) | Helen Wright - CEO | |
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 organization's date format.) | 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 |
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
Name (first) | Name (pref) | Name (middle) | Name (last) | Name (prefLast) |
|---|---|---|---|---|
Nour | Nory | Stanley | Spence-Cortez | Cortez |
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
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
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.
