Export to Excel
A quick guide on how to export to Excel in Plecto.
Sometimes it can be beneficial to check and/or edit your data in Excel.
In order to do so, follow the steps below:
- Go to "Data management" > "Data source"
- Find the data source you would like to do an export from click on it. Once you have the data source open, click on "Export" in the top right corner
- Choose what time period to export, and the file will be downloaded to your computer
Any filters you have on your data source when you export your data, will still be in place when you export the data. So if you would like to see all your data in your export, then make sure no filters are added.
Tips & Tricks
Do you want to manage e.g. monthly targets in Plecto? It's a piece of cake. Export your target managed in Plecto, make changes in Excel, and upload the changes to Plecto again.
You can leave the "External ID" row empty, and we will auto-fill it when importing.
The External ID is a smart and easy way to later update your data.
Let's say you update monthly targets every month, simply keep the same External ID, and just upload your spreadsheet again, and we will update any new information.
Here is an example of how it could look: