📃 Export your data structure in Excel file

In a nutshell

This job allows you to export all your data structure (taxonomy) in one or multiple Excel files, one column per field.
The generated Excel files includes options list in order to write new data inside.

📥 Download the latest version of this jobs.

⌛ Time to setup: 5 minutes.

📋 Prerequisites: A Product-Live account with access to the Data Factory platform.

The current version is (last updated on 2025-02-12).

Generic job reference: .

Result

Once setup, a job is available in the Actions menu of your table. Select some items, and click on the job to export your data in a single Excel file. The exported data structure will depends on the classifications and categories of your selected items. The files are availables to download once the execution is complete.

Requirements

To deploy this job, you'll need a valid Product-Live account and an active Data Factory pipeline.
If you don't have access to the Data Factory module, please contact our support team.

Setup

1. Download the last version of this job, available here

2. Create a new Data Factory variable named generic_job_9_excel_export_matrix_table_key. This variable will contain the key of the table you wish to add the export capabilities to

   • To learn more about Data Factory variables, please refer to the dedicated documentation
   • To access the key of a table, please contact your administrator.

3. Optional: If the table you wish to add the export capabilities to is a shared table, you will also need to specify the key of the account owning the table in a dedicated property named accountKey in the two tasks table-export-schema and table-export-items

4. Then simply import the downloaded Data Factory job in your account. Don't forget to make it visible on the table of your choice.

5. Your job is now available in the Actions menu of your table. Select some items, and click on the job to export an Excel file containing all the data and fields from the selected items categories and classifications. Check out the 'Further information' section to customize your job and exported Excel file.

Further information

Job design

The job is composed of 4 tasks, organized in as presented in the following diagram:

• [1]: The Data Factory task used is table-export-items
• [2]: The Data Factory task used is table-export-schema
• [3]: The transformation is done using the file-transformation-xslt task
• [4]: The Excel is created using the file-generation-xlsx task

If it's your first time using Data Factory, the Get started tutorial is a good place to start. You can also check the Tasks section to learn more about the different tasks available.

All possible parameters

This job can be customized using all the available parameters in the XSLT transformation file :

File output type

Property	Type	Required	Description
output_file_type			=> one_file_per_category : Generate one Excel file by unique pair of classification and category in the input items => one_file : Generate one Excel file that contains all fields

Columns setup

Property	Type	Required	Description
columns_include_medias			YES | NO Include all medias related columns (fields of type ATTACHMENT and IMAGE) in the Excel output
columns_keep_empty_columns			YES | NO Keep potentials empty columns in the Excel output, wether selected items contains any data for them or not. This parameter is ignored if you set "output_only_data_structure" to YES
columns_ignored_fields_keys			List of fields keys to ignore in the Excel output, field keys separated by commas, for example : KEY,KEY2,KEY3

Screen setup

Property	Type	Required	Description
screen_key			Screen key used to order columns. By default we take the screen at position 1 in the table.
screen_exhaustive			YES | NO Restrict the columns in the output by those displayed in the setuped screen.

Misc

Property	Type	Required	Description
misc_languages			Languages to use, languages codes separated by commas. Output one file for each language. Only useful for multi-language table.
misc_classificationKey			If you want to set a specific classification key to use, set this parameter. Only table with multiple classifications are concerned by this parameter. By default we'll export all the actives classifications availables.
misc_display_suffixes			YES | NO Include suffixes with the displayed values in the Excel cells

Further customizations

In addition to the available parameters it's possible to customize the job to fit any of your needs. Here are some examples:

• Customize the Excel file to add your own logo, or to change the color of the header, style of the cells
• Hide some fields from the Excel file
• Drop the Excel file in a specific folder of your Google Drive or a FTP server

Our support team is also available to help you with the setup of your job. Don't hesitate to contact us if you need any assistance.