Table of Contents

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  1. Preface
  2. Introducing Reference 360
  3. Getting started with Reference 360
  4. Manage system reference data
  5. Manage reference data sets
  6. Manage code lists
  7. Manage code values
  8. Manage crosswalks
  9. Import data
  10. Manage hierarchies
  11. Manage attributes
  12. Manage workflows
  13. Manage jobs
  14. Reference 360 REST API
  15. Glossary

Reference 360

Reference 360

Exporting code values

Exporting code values

Export code values in a code list to a CSV file. You can configure the format of the data and the attributes that you want to include in the exported file.
  1. Open a code list.
  2. Optionally, filter code values or search for specific code values in the code list.
    Based on the filter or search criteria, Reference 360 displays only the matched code values without listing the related code values for hierarchical code lists.
  3. Click
    Export Values
    .
    The
    Export
    dialog box appears with a warning message indicating that you check the formatting of the exported file.
  4. In the
    General
    section, enter a file name.
  5. To export the parent code value for each code value in the hierarchy, select
    Include hierarchy
    .
    This option is available only for hierarchical code lists.
  6. To export the display attributes of the code list, select
    Include Display Attributes
    .
  7. To export the metadata of the code list, select
    Include Metadata Attributes
    .
    You can export the following metadata attributes:
    • Last updated date
    • Last updated by user
    • Created date
    • Created by user
    • Last updated date of parent relationship
    • Last updated by user of parent relationship
    You can export the last updated date of parent relationship and last updated user of parent relationship attributes only for hierarchical code lists.
  8. In the
    Values included in export
    option, select one of the following options:
    • All
      . Exports all the code values in the code list.
    • Currently displayed
      . Exports only the filtered set of code values or specific code values based on the search results.
  9. Optionally, configure how you want the data to be formatted in the file that you export.
    Field
    Description
    Delimiter
    Character used to separate values.
    Date Format
    Format used for dates.
    Decimal Mark
    Decimal separator used for numbers.
    Thousands Separator
    Grouping separator used for numbers.
  10. Optionally, click
    Columns
    , and then select the attribute columns that you want in the exported file.
    For example, you might want to only include the Name and Code attribute columns for code values.
  11. Click
    Export
    , and then save or open the exported file.
The exported file displays internal field names based on the attribute names that you defined. For more information about internal field names of attributes, see Step 2. Define the structure, attributes, and display settings of code lists.

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