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Author's profile photo Dean Farrow

Hidden Gems inside Lumira – Export Data in a Table

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.

screenshot email.JPG

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

screenshot excel.JPG

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.


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      Author's profile photo Ina Felsheim
      Ina Felsheim

      Thanks, Dean, for showcasing some of the advanced features!

      Author's profile photo Vinay Satrasala
      Vinay Satrasala

      'Send by Email' option greyed out in 1.27

      Author's profile photo Former Member
      Former Member

      Hi Vinay,


      Same here, but if I have a line chart for instance I'm able to select the option. For a Crosstab I have the option to Export as File and select CSV or XLSX.




      With kind regards,



      Author's profile photo Vinay Satrasala
      Vinay Satrasala

      Thanks M. But Exporting as file doesn't write the summary. It shows all the underlying data. Unfortunately I am working with 30Mn dataset.

      Author's profile photo Dean Farrow
      Dean Farrow
      Blog Post Author

      Hi Vinay


      I've just tried this and you can export as a CSV or Excel file the table contents.


      The Hidden Gem should now be just a Gem





      Author's profile photo Former Member
      Former Member



      Hi Dean,


      I'm having the same problem as Vinay. When attempting to export a cross tab visualization, the "send by mail" option is grayed out. Any thoughts?





      Author's profile photo Shankar Narayanan SGS
      Shankar Narayanan SGS

      Hi Kyle,


      Can you try the same from the share screen, the Send by mail is greyed out when you select the datasource. Check this link for more options


      Incase if it is not working, you can raise it as a thread so that others can try to help you.