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Product and Topic Expert
Product and Topic Expert

Having used Lumira and Visual Intelligence since it's conception I have seen lots of great new functionality packed into it.  However, because there are so many new releases and so many new features it is so easy to miss some hidden gems.  I'm sure that the features have been documented, but sometimes I don't have the time to read through the manuals.

One of these hidden gems of a feature is the ability to export a small filtered portion of data into Excel.  As we know Lumira has the functionality to export data through the Share tab, however sometimes I just want to take a small filtered extract of analysis (just a few rows of data) and use this elsewhere.

To do this create a table in the Visualise tab and add in your dimensions, measures and filters that you want to export.

Now, if you click on the cog icon at the bottom of the visualisation (see screenshot below and the red circled area) you get the option to "Send by Mail".

When you have charts, this functionality generates a png picture file and pops it into an email, however when this is a table an Excel file is generated and put into an email.

Hey presto - when you open the Excel file you get the filtered data and just the record set from that that table.

I had assumed that the "Send by Mail" option only generated a picture file for all visuals, tables included.

Hope that this hidden gem helps you with your analysis.