This article explains how to edit the settings applied to a saved entity export configuration.
To create a new saved export configuration, see Export Entities. To automatically deliver a saved export on a regular basis, see Set Up Automated Delivery on a Saved Entity Export.
Choose an entity export to edit
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Navigate to Knowledge Graph > Configuration. Scroll to the Entity Management section and click the Saved Entity Exports tile.
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Click the Edit button on the entity export configuration you want to make changes to.
From here, you can edit the Basic Info and Export Scheme tabs.
Basic Info
In the Basic Info tab, you can make changes to the delivery, name, language, selected entities, and format of your export.
To immediately download an instance of this export configuration, click the Export button in the upper right. To delete this export configuration, click Delete.
Click Edit next to the field you’d like to modify and make your desired changes. When you're finished, click Save.
- Export Name: The name of the export.
- Automated Delivery: An automated delivery schedule to the destination of your choice. See Set Up Automated Delivery on a Saved Entity Export for specific steps.
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Entities to Export: this will confirm the number of entities in each type that you have chosen to export.
- You can uncheck entity types to remove all entities of that type from your export.
- To add entity types, or make any other changes to specific entities included in the export, go back to the Knowledge Graph and re-select your entities.
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Entity Language: by default, entity data will be exported in the primary language profile. If desired, select alternate language profiles to include in your export.
- Adding alternate language profiles will export data for all selected entities that have a profile in the selected language.
- Header Language: choose the language for the column headers in your exported spreadsheet.
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Export Data as of: export data for your selected entities as of today, export past data, or export data updates scheduled for a future date.
- Today
- Past Date: choose a date up to 30 days in the past
- Future Date: export data will reflect updates scheduled up to your chosen date
- All Scheduled Updates: export data will reflect all future scheduled updates
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Embedded Fields: choose how you want any embedded field data to display in your export.
- Export Field Values: export will contain the value of the embedded field (e.g., "Try the Out-of-This-World Deluxe Burger in New York City!")
- Export Embedded Field Label: export will contain the label of the embedded field (e.g., "Try the [restaurantPromotion] in [city]!"
- Export File Format: choose CSV or Excel (.xslx)
- Export Layout: this is set to Horizontal by default (to display one entity per row in the spreadsheet). In most cases, you will not need to change this. An example of horizontal vs. vertical layout is below.
- Character Set: this is set to Unicode by default. In most cases, you will not need to change this. If desired, select ASCII.
When you're finished, click Save.
Export Scheme
In the Export Scheme tab, you can modify which entity fields are included in the export, the order in which fields appear in the export, and the format of how data should be exported from certain fields.
When you're finished, click Save Changes in the lower right.
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To add or remove fields included in the export, select or deselect the checkboxes in the left panel.
- To remove a field, you can also click the Actions dropdown on a field in the table and select Remove.
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To re-order fields in your export, use one of these methods:
- Click and drag the three horizontal lines to the left of the field in the table.
- Click the Actions dropdown on a field in the table and select Bring to top or Bring to bottom.
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To configure the format of how data should be exported from a given field, click the Actions dropdown on the field in the table and select Configure. Different configuration options will display depending on the type of field:
- Text fields will allow you to specify a character limit, how the text should be cut off at that character limit, and whether to add an ellipsis (...) after the cutoff.
- Date and time fields will allow you to specify the date and time format (e.g., MM/DD/YYYY vs. DD/MM/YYYY or 1:30 PM vs. 13:30)
- List or struct-type fields will allow you to choose whether you want list items to display in their own columns in the export, or in the same column as a comma-separated list.
- Binary fields will allow you to choose whether you want to display values as Yes/No, True/False, or 1/0.
Edit selected entities and entity filter criteria
To change the criteria that dictates which entities should be included in a saved entity export, you will need to recreate the filter criteria in the Knowledge Graph and reapply it to the saved entity export.
- Navigate to Knowledge Graph > Entities.
- Click on the default filter options in the top filter bar, or click Add Filter to view additional options.
- Select your desired filter criteria. Make sure to include all the criteria that you want to be applied to your saved entity export.
- Click Apply Filter.
- Click on the More Actions dropdown at the top of the Entities table and select Apply Search to Saved Export.
- In the modal that appears, select your desired saved entity export from the dropdown.
- Click Apply Active Filter to Saved Export.
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