Export Design Window

The Export Design Window allows you to view or edit existing exports.

To access this window, select Export Design on the Export View ribbon. Note that different panels and tabs display depending on the source view and output file type.

Table View

This panel displays if you select an export that uses a table as its source.

Setting	Description
Export Name	Displays the name of the current export.
Select Filter	Selects the filter you want to apply to the table or summary. Select the All Filters option to apply all of the available filters or the No Filter option to apply none of them. If you choose the All Filters option, specify the desired Automatic Naming setting: by Files: produces a file for each filter by Tables: produces a table for each filter
Sort Order	Applies a sort order to the data you are exporting.

Summary View

This panel displays if you select an export that uses a summary as its source.

Setting	Description
Export Name	Displays the name of the current export.
Summary	Selects the summary that you want to export. Select the "All summaries" option to export all of the available summaries.
Automatic Naming	Specifies how you want Monarch Complete to name the export: By files: Specifies that, when exporting multiple summaries, a file is exported for each summary, and the files are named according to the summary names By tables: Specifies that, when exporting multiple summaries, a table is produced in the export file for each summary.
Drill State	Specifies the desired drill state: Most detailed: Select to export the summary in the most detailed (i.e., drilled down) drill state. Current: Select to export the summary in the current drill state.
Measure	Specifies either one of the following options: Active measure or measure grouping: Select to export only the current measure or measure grouping. All measures as separate exports: Select to export all of the measures as separate exports. If you choose this option, specify the desired Automatic Naming setting, either "by files" or "by tables".
Split	Check Each distinct value of the first key makes a separate file or table to split the summary export according to each value change in the first key (i.e., the leftmost one). If you choose this option, specify the desired Automatic Naming setting, either "by files" to have each distinct value of the first key make a separate file, or "by tables" to have each change of it make a separate table.
Select Filter	Applies filters to the summary. Select the "All filters" option to apply all of the available filters or the "No filter" option to apply none of them. If you choose the "All filters" option, specify the desired Automatic Naming setting, either "by files" or "by tables".
Sort Order	Applies a sort to the summary.

Report View

This panel displays if you select an export that uses a report as its source.

Setting	Description
Export Name	Displays the name of the current export.
Selected Reports [All]	This setting shows all reports contained in the table being exported. Select the checkboxes of the reports you want to add to the export file.

Output View

This panel displays the various options available for specific export types.

Field	For Export Type	Description
File Name	All	This field displays the name of the export file. Modify it by supplying your desired file name or selecting an existing file using the Browse button.
Export File Type	All	This field is prepopulated with the export file type you selected from the Add Export dialog box.
Table Name	Microsoft Excel Microsoft Access SAS Transport File Format (XPORT) Version 5	Displays the current name of the table. You can assign a new table name by entering it in the field. For Microsoft Access exports, you can set a password for your export file by selecting the Password checkbox and then clicking the Edit button. In the Edit Password dialog box, assign and confirm your desired password and then click OK.
Show Tables	Microsoft Excel Microsoft Access SAS Transport File Format (XPORT) Version 5	When exporting a table to a file that already exists, this setting allows you to see the destination file’s existing tables and columns and select the table to which the data should be appended or overwritten. When a table from the Show Tables dialog is selected and confirmed, the name of the selected table is inserted into the Table Name textbox and the current content of this box is overwritten.
When output files exist	All	Provides options for when a file of the specified name and type already exists in the export location. Select one of the following options: Overwrite file: Overwrites the data of the existing output file with the data in the current export file. Add data to file: Adds the export file data to the end of the specified file. This option is not available for .pdf, .htm, .xml, .tde, and .xpt export file types. Skip file: Used for Monarch Complete project exports, this allows you to create a project export which will skip the export operation if a file of the same name already exists. This is useful for automated operations, where you may not want to overwrite a file that already exists. NOTE: Exports in .tde format can be published to Tableau Server. Select the Publish to Tableau Server checkbox and provide the necessary details in the fields that display. These fields are described in detail here.
When output tables exist	Microsoft Excel Microsoft Access	Tells Monarch Complete what to do if the output table already exists. Overwrite table: Overwrites the data in an existing table with the data in the export table. Append data table: Adds the export table data to the end of the specified table. Skip table (no output): Skips the export operation if a table of the same name already exists. This is useful for automated operations, where you may not want to overwrite a table that already exists.
General/Advanced Tab	Microsoft Excel	The General tab allows you to modify general export settings (e.g., Export Location, Table Name). For table exports, the Advanced tab allows you to modify the following settings: Digital Signature: Allows you to embed the currently selected digital signature to the exported Excel file (XLSX/XLSM). By adding a digital signature, you establish the authenticity, integrity, and non repudiation of the export output. Certificate: Select this button to digitally sign with a valid X.509 Certificate (an existing Certificate selected from the Current User's Certificate Store or from a Certificate file). This option is available for XLSX/XLSM export files only. Add AutoFilter drop down lists to column labels in the Table: This option enables the Excel AutoFilter feature, ready and active when you open the exported Excel file. Include Pivot Table sheet: This option is available for Table exports to Excel 2007 (XLSX/XLSM) files. When sheet with pivot table exists: This option is enabled when the Include Pivot Table sheet checkbox is selected. You can choose to skip the pivot table or overwrite the existing pivot table. Fields tab: Use this tab to select the desired pivot field(s). This option is available for XLSX/XLSM export files only. Options tab: Use this tab to select the following pivot options (this option is available for XLSX/XLSM export files only): Pivot Table Name: Assign a name to your pivot table here. Weight: This refers to the style weight applied to the pivot table when rendered in Excel. The weight is used in conjunction with the style index. Index: This is the number of the table format style that will be applied when the pivot table is rendered in Excel. Excel has 28 styles available in 3 weights. This style can be viewed in Excel by selecting the "Format as Table" menu item when viewing a pivot table. Apply to row headers: Applies the style settings to the row headers of the pivot table. Apply to column headers: Applies the style settings to the column headers of the pivot table. Banded rows: Applies alternate color shading to the rows in the pivot table. Banded columns: Applies alternate color shading to the columns in the pivot table. Show grand total for rows: Displays grand totals for each row of the pivot table. Show grand total for columns: Displays grand totals for each column of the pivot table. For summary exports, the Advanced tab also shows the following options, in addition to the Digital Signature and Certificate options: Embed the page setup header in the worksheet title: This option is available for summaries with a defined page setup header. More information is available here. Note that this option is only available for XLSM and XLSX file types. Select this option to embed the page header set in the page setup settings into the title of the worksheet being exported. Include outline to enable drill up/down in Excel: Select this option to enable drilling up and down in the Excel worksheet. Include formulas to facilitate editing in Excel: Select this option to include the formula expressions for the subtotal and grand total fields in Excel. Use conditional formatting if required conditions are fewer than...: Select this option to set the upper limit for the conditional format rules.
Export Locale	PDF	This setting specifies which type of encoding to apply to the export file. The accepted encoding types are Western, Japanese, Simplified Chinese, and Traditional Chinese. To use the default setting, choose Use current system locale.
Require a password to open the document	PDF	Select this option to set a password for the export file. Click the Open Password button to set the desired password.
Restrict access to document contents	PDF	Select this option to manage access to the content of the export file. You can restrict or allow printing, context extraction, editing, and annotation for the export file. To apply any of the restrictions to the export file, you must set a password by clicking the Permissions Password button. NOTE: If you choose not to specify PDF file permissions, users will have full access to the export file.
Encryption Type	PDF	This setting specifies which encryption type to apply to the export file. The following options are available: AES (128-bit): Encrypts the export file with the Advanced Encryption Standard. If you choose this encryption method, Adobe Acrobat 7 or higher must be used to open the export file, as earlier versions of Acrobat do not support AES encryption. RC4 (128-bit): Encrypts the export file with RC4 encryption. Note that this option is not recommended for extremely confidential data. Use the AES option instead.

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