Export and Group Active Issues with Excel

When in the section, you can view and filter the information in the Dashboard. However, you may have a requirement to export the data for analysis and reporting.

In this section we cover importing the CSV file into Excel, then grouping and filtering the data in a Pivot Table.

Export the data

  1. Under Views, choose

  2. Expand the Show filter pane located on the right side

  3. Make you filter selection, for example issues with a status of "Failed", "Warning" or "Misconfigured"

    4. The export includes the filter selection and all columns, regardless of the column selection made in the view.

  4. Click Export and choose CSV to download the file

    5. The Active Issues section in the Dashboard showing the open filter dialog and the export button

Import the file into Excel and create the Pivot Table

  1. Open the downloaded CSV file using Excel

  2. Review the data and remove any unnecessary rows or columns, we recommend deleting the first three rows containing the file export information

  3. Click on any cell within the data, for example B2

  4. In the Ribbon menu, go to Insert and click on PivotTable

  5. Review the automatically populated "Table/Range", check the "New Worksheet" radio, and click OK

    6. Excel image showing a highlighted cell and the Insert menu and PivotTable button

  6. Go to the "New Worksheet" and choose the fields to add in the "PivotTable Fields" section

    For example:

  7. Use the "Column Labels" to hide or show statuses

  8. Click on any cell in a column and use the "Sort" option to customize the ordering

    9. Excel showing the PivotTable Fields, Columns=Status, Rows=Service, Values=Count of Device Class. The Column Label dropdown and Column sort filter

This process can also be used to export, group, and analyze the All Devices view data in Excel. Select "All Devices" then Export.

Internal notes: Reviewed by Sujaswini - July 2024.