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Export to Excel from Query takes columns to new rows

Completed
Hillary Latham
Community Moderator

I have a simple query table showing organization in rows and # of tickets in columns.  I'm breaking down the ticket count for half years for the past two years.  In the query, I have a row per organization and four columns (2017 H1, 2017 H2, 2018 H1, and 2018 H2).  When I export to CSV or Excel, I'm getting four rows per organization - 1 row per half year - instead of having that data in four columns.

I get that I can make a pivot table in excel for this, but it would be nice if the export gave the data as it is presented in Explore rather than having to manipulate it again after my export.

7 Comments

  • Hillary Latham
    Community Moderator

    Thanks @Matt.  I still have to do some manipulation in Excel from the delimited CSV, but for a complex table, this could be easier.  

    Still wish it would export as it's shown in Explore.

    3
  • David Smith

    This is is also an issue for me and the "Use Excel Friendly CSV" option no longer appears for me in the Export options - has this been removed?

    1
  • Hillary Latham
    Community Moderator

    WOOOOOOOOOO HOOOOOOOOOOOOOOO!!!!!   You just made my day, Eugene!

    1
  • Matt Dale

    I'm seeing similar behavior. Did you ever find a work-around Hillary?

    0
  • Hillary Latham
    Community Moderator

    @Matt, the only thing I do is select the data in Excel and create a pivot table to get the same look from Explore.

    0
  • Matt Dale

    @Hillary Latham, I spoke with support. Apparently if you export as CSV and deselect the "Use Excel Friendly CSV" option, the resulting file will have the columns in the correct format. Not sure if that's easier, or if it's easier to do the pivot table in Excel, but both seem valid work-arounds until they fix things ¯\_(ツ)_/¯

    0
  • Eugene Orman
    Zendesk Product Manager

    Hi everyone, 

    We have some good news for you. We have released an update for the Excel exports that ensures that the layout of the attributes stay the same in the Excel exports as it is in the UI. For example, if you place Ticket status on columns in the Explore query builder and export this query in Excel format you will get exactly the same layout where Ticket status stays in the table header.

    However, CSV exports will continue using the raw data format where all attributes are moved to the Rows.

    Explore UI

     

    Excel Export

     

    CSV Export

    0

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