Exporting a Model | Lucanet Knowledge Base

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Editing the Model Settings

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Exporting a Model

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Comparison: xP&A vs. Excel Performance

Consolidation & Financial Planning

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Glossary

You can export your model(s) out of Lucanet xP&A (Extended Planning & Analysis) into a variety of formats and file types. This is useful for a variety of situations, for example:

Sharing your model with people outside of xP&A

For using the model data or outputs in systems outside of xP&A

Saving a local or offline copy of your model and its data

To export a model in xP&A:

Click the Settings button and navigate to the Export and download section.

Click + to create a new export. The New export dialog is displayed.

Configure the Export definition, Target, and Content steps as described below. Click Next to move from one step to the next.

Once all three steps are configured, click Create export.

Shows the 'Export definition' step of the New export dialog in xP&A, with the 'Export name' field and the 'Formatted' export type selected (alongside the 'Raw' option). — View of the 'Export definition' step in the 'New export' dialog

The following options must be configured in the Export definition step:

Option	Description
Name	Name of your export
Export definition	• Raw values: This format is useful for inputting into another system (e.g. data warehouse) for further manipulation, or creating pivot tables from. • Formatted values: This format is organized like your xP&A model, with time as columns and variables as rows.

Shows the 'Target' step of the New export dialog in xP&A, with 'Download' selected as the export target and 'CSV' selected as the output format (alongside 'Excel', 'GSheets', and 'Parquet'). — View of the 'Target' step in the 'New export' dialog

The following options must be configured in the Target step:

Option	Description
Download	Use this option to export a download file and choose the file format. If you export formatted values, the output format is always an Excel file. If you export raw values, you can choose between CSV, MS Excel, Google Sheets, or Parquet (a compressed file format designed for fast querying and efficient storage, especially for big data volumes).
External sync	Use this option if you want the export to be synced with an external system and choose the target system and the parameters for the synchronization. In addition, specify the export schedule, i.e. if you want to sync the export one-time only or regularly on a specific day and time. Note: The External sync option is only available for raw value exports and for the following target systems: BigQuery, Databricks, MySQL, Redshift, Postgres and Snowflake.

Option

Description

Download

Use this option to export a

download file

and choose the

file format

. If you export

formatted values

, the output format is always an

Excel

file. If you export

raw values

, you can choose between

CSV, MS Excel, Google Sheets

, or

Parquet

(a compressed file format designed for fast querying and efficient storage, especially for big data volumes).

External sync

Use this option if you want the export to be

synced

with an external system and choose the

target system

and the

parameters

for the synchronization. In addition, specify the

export schedule

, i.e. if you want to sync the export one-time only or regularly on a specific day and time.

Note:

The

External sync

option is only available for

raw

value exports and for the following target systems:

BigQuery, Databricks, MySQL

Redshift

Postgres

and

Snowflake

Shows the 'Content' step of the New export dialog in xP&A, with 'All values' selected as the export content, 'Include linked models' enabled and set to 'Customize', 'Model time dimension' chosen as the date range, and the additional columns 'Group Name', 'Scenario', 'Section Name', and 'Variable ID' enabled. — View of the 'Content' step in the 'New export' dialog

The following options must be configured in the Content step:

Option	Description
Content	Choose the content to be exported: • All values: Export all values. • View: Filter values via a view (you will need to exit the export modal if you need to create a view). • Version: Choose a specific version to be exported.
Include linked models	Choose if you want to include linked models in the export: • All: All linked models are exported. • Customize: Choose the linked models you want to export.
Date range	Choose the date range to export: • Model time dimension: Will export all dates in the model. • Model time filter: Will limit the exported dates to the currently selected time filter.
Skip blank and zero values	Exclude blank values and values close to zero (smaller than 1E-6) from the export.
Export linked dimensions	Choose if you want to include the model's linked dimensions in the export. Note: This option is only available for raw value exports and is disabled if the model has no linked dimensions to export.
Additionally exported columns	Additional columns to include in your export. By default, values, variable names, and dates are exported. • Group Name: Includes the name of the group the variable belongs to. • Percentile: Activate this option if you use values with uncertainty (e.g. "10 to 30") in your models and want to see the full distribution for each variable in the export. • Scenario: If you disable this column, only values from the default scenario are exported. • Section Name: Includes the name of the section the variable belongs to. • Variable ID: Represents xP&A's internal ID of the variable. While a variable's name can be changed throughout the lifetime of a model, its variable ID remains constant. • Cell Location: Provides URLs linking each exported data point to its origin cell. • Currency: Includes the currency ISO code associated with the variable (if the variable is formatted as a currency).