Learn how to export data from various Rally tables as needed to create or add to spreadsheets or workbooks for required tracking and reporting outside of Rally. This can be useful for reporting to stakeholders, cross-functionally collaborating teams, or reporting on the progress or success of your various research efforts.
Export Data from Rally Tables
Navigate to any Rally table you wish to download data from, such as:
People - Select 'People' from the top nav bar and select any section from the sidepanel, such as Everyone, or a Panel or Segment.
Incentives - Select 'Incentives' from the top nav bar and select any budget or select the 'Recipients' tab at the top to view incentives for all budgets here.
Studies - Select 'Studies' from the top nav bar and select any Study name to open it. Select a Study element from the sidebar to open the relevant table, such as Participants, Survey or Screener Responses, Incentives, or Outbox (select the 'All Emails' tab).
Panels - Select 'Panels' from the top nav bar and select any Panel name to open it, then select the Panelists or New Signups tab.
Select the checkboxes for the data to include in the export, or select the checkbox at the top of the table to select all rows where allowed.
Select the 'Export' button at the top of the table.
In the popup, select 'Export' to begin the CSV file download.
Depending on the size of the file, it may take some time to process. Once the export begins, you can close the window and allow it to finish in the background. Completed exports will download to your computer as well as send an email confirmation with a link to view.
You can view all your exports by navigating to People in Rally and selecting 'Exports' from the bottom of the sidepanel.
Upload CSV Exports from Rally into Spreadsheets
Once your Rally data has been exported, easily upload the new CSV file into a new Google Sheets or Microsoft Excel spreadsheet to view or share your download. This can be useful for reporting to stakeholders, cross-functionally collaborating teams, or reporting on the progress or success of your various research efforts.
Upload CSV into Google Sheets
This process is completed in Google Sheets after exporting data from Rally.
Go to Google Sheets and select the 'Start a new spreadsheet' button.
Go to the File’' menu and select the 'Import' button.
In the 'Open a file' popup, select the 'Upload' tab and select your CSV file from your computer or drag and drop it.
In the Import file settings window, unselect the checkbox ‘Convert text to numbers, dates, and formulas', and then select the 'Import data' button.
Once complete, you have opened a CSV file as a spreadsheet table.
You can edit this spreadsheet as needed to remove or reorder columns and more.
Upload CSV into Excel
This process is completed in Excel after exporting data from Rally to create an Excel workbook by using the Open command.
Opening a text file in Excel does not change the format of the file — you can see this in the Excel title bar, where the name of the file retains the text file name extension (for example, .csv).
In the top nav menu, select 'File' > 'Open', or select 'Open' from the side nav bar, and browse to the location that contains the CSV file.
Locate and double-click the CSV that you want to open or select it and then 'Open'.
Excel automatically opens the file and displays the data in a new workbook.
Note: When Excel opens a .csv file, it uses the current default data format settings to interpret how to import each column of data. If you want more flexibility in converting columns to different data formats, you can use the Import Text Wizard. For example, the format of a data column in the .csv file may be MDY, but Excel's default data format is YMD, or you want to convert a column of numbers that contains leading zeros to text so you can preserve the leading zeros. To force Excel to run the Import Text Wizard, you can change the file name extension from .csv to .txt before you open it, or you can import a text file by connecting to it.