When global filters are active in your project you can easily export a story for the global filters you want. Create one story then select the export option for the active or all available global filters. Harmoni lets you choose the filters and automatically creates the exports for each selected option.
In this article
1. Export a Story with Global Filters
Once you create a story from a project with active global filters, you can export it using the global filter option via the three-dot menu on the story tile. Several options are available once you access the menu.
- Select the story you need to export.
Note that all the export options are available whether you have saved with global filters on or off. - Click the three-dot menu and the two options Export to XLS and Export to PPT display with an arrow next to each of them.
- Click the arrow to access the additional options.
- You can export the story with the Active global filter if you have a filter set in the story, or
- You can export All available global filters to access all filter options.
Note that if you have saved the story with a global filter, this option will override the setting for the export. - When you select Active global filter the export starts immediately.
- When you select All available global filters, a popup box displays with all the filters ticked. Adjust the filter selections as you need.
- The popup box provides all available options from the global filter. Deselect all, select all, and/or manually tick the boxes to make your selections.
2. Export a View with Global Filters
You can also export a single view to PPT or Excel for each of the global filter options. As with the story export, Harmoni will export a separate PPT or Excel report of the view for each global filter selected.
- Select the story and view you need to export.
- Click the three-dot menu and the two options Export to XLS and Export to PPT display an arrow next to them.
- Click the arrow to access the additional options.
- As with exporting stories, you can export the view with the Active global filter or export All available global filters to access all filter options.
- When you select Active global filter the export starts immediately.
- When you select All available global filters, a popup box displays with all the filters ticked. Adjust the filter selections as you need.
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