Copy or export data
Learn how to take data out of the grid and use it elsewhere. You'll copy selected cells into Excel or Google Sheets, or export a wider set as CSV or XLSX. XLSX exports keep conditional formatting and nested rows, so your view carries across.
Supporting documentation
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Use a dashboard
Learn how to find the dashboards you have access to and explore them. You'll select data in a chart and choose Focus to filter every widget, add and pin dropdown filters, apply one period across all widgets, and open a widget's data in the grid with Analyze. You can also share a dashboard, download it as a PDF, or view it full screen.
Get your own answer in seconds
Learn how to answer a sales performance question yourself by asking Workspaces in plain language, such as a regional comparison of this year against last. You get a chart, a grid with figures like profitability, and a confidence score, and you can open the full report to dig into what's driving the trends. Save it as a favorite, add it to a dashboard, or export it.
Publish a budget
Learn how to publish a budget from an output tab by creating a new stream, publishing to an existing stream, or exporting to Excel. You'll also learn which options control what gets published, such as completed rows only, zero-value rows, and a date range, and how to open the published data afterward.
Create a nested view
Learn how to build a nested view by dragging up to six dimensions into the nest view box, so you can expand each level to see how detail contributes to the overall result. You'll also see how to reorder or remove levels and add another dimension for more detail.