🔍 Contents
- Why is this topic important?
- Prerequisites
- Step-by-step: Performing a KPI export
- Tips & Best Practices
- FAQ
📌 Why is this topic important?
Many organizations need KPI data not only inside ValueStreamer but also in external tools (e.g., Excel, BI systems, quarterly reports). The CSV export ensures that this data is available without manual extra work.
✅ Prerequisites
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By default, available to all team members
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Export rights can be restricted using the “Data Privacy +” add-on
🛠️ Step-by-step: Performing a KPI export
1️⃣ Open the desired KPI in the detail view.
2️⃣ Click the Export button (top right in the toolbar).
📸 Screenshot: Export button in KPI detail view
3️⃣ In the export dialog, select:
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Time period (e.g., 01/01–03/31)
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Granularity (Day / Week / Month)
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Option: Export linked deviations/actions
📸 Screenshot: Export dialog with option
4️⃣ Click “Export”.
The data will be downloaded as a CSV file and can be used immediately for further processing.
✨ Tips & Best Practices
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Use the export for quarterly and annual reports without manual copying.
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Integrate CSV files into external BI tools such as Power BI or Tableau.
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Enable the option “with deviations/actions” to connect results with root causes and corrective measures.
❓ FAQ
Who can export KPI values?
→ By default, all team members. Restrictions are possible with the “Data Privacy +” add-on.
Which data is exported?
→ Exactly what is visible in the diagram: time period, granularity, target/actual values, and optionally deviations/actions.
In what format is the export provided?
→ CSV file, compatible with Excel, BI tools, and databases.