Exporting a tab book

A tab book consists of some or all of the variables in the dataset crossed with a multitable header.

You can then export a tab book and download it either an Excel (.xlsx) or .csv format. This article describes how to download a tab book in either Excel or CSV format.

Exporting a tab book to Excel or CSV

To export a tab book to Excel (XLSX) or CSV:

Create a multitable as described in Multitables, then click Export in the upper-right and select Export tab book from the dropdown menu.

The Export panel opens:
On the left side of the panel, select which variables to include as rows in the tab book. By default all variables are selected.
On the right side of the panel, set the following to use in the exported tab book:
- Filters – Select any filters that should be applied to the entire tab book. Any selected filters will be selected, and you can add and remove filters as described in Filtering Data. If the filter you want to use does not exist, click “cancel” to close the export panel, create the new filter, and then return to the export panel.
- Format – Select either XLSX (Excel) or CSV. Select XLSX to export to Excel.

Customizing the exported tab book

To customize how the exported file is formatted, click Settings… at the bottom of the screen. This opens the customization screen. This same screen can also be opened from the main Export menu.

XLSX (Excel)

Select the XLSX tab:

The following sections describe how to set the options.

General tab

Column Fields: When multiple fields are included for each table “cell” (e.g., Counts in addition to Percentages, Population Size, Index), they can be added to the same table row as the cell they apply to (Wide (across)) or to the same column (Long (down)).
Decimal places:
- Means, uncertainty, and tests — Number of decimal places (up to three) to display for Means, uncertainty, and tests.
- Note that XLSX tables contain the complete double-precision proportion and decimal formatting and rounding are applied as a cell format.
Organization:
- Show empty rows/columns — Show or hide rows and columns that are valid categories, but contain no data in a given table (this could be the result of, e.g., a filter being applied to the export).
- Table of Contents: Optionally include a table of contents worksheet as the first sheet or the top of a single-sheet export. It contains the row variable titles and links to the appropriate worksheet (or position in the single sheet if All variables on one sheet was selected).
- By default, each variable in the tab book is written to its own worksheet in the exported Excel file. Select All variables on one sheet to write the entire tab book on a single worksheet. Alternatively, select All variables in one table to write the entire tab book to a single table.
Test statistics:
- The exported data can include any of the following test statistics: Standardized residual (Z-score), P-value (the probability that the value differs significantly from the mean) or Pairwise column tests (performing pairwise tests between columns in each row).
- See Hypothesis testing in Crunch for more information.
Cell coloring:
- Color by P-values — If selected, cells will be shaded in the exported table based on the P-value associated with each cell’s Z-score (a display equivalent to turning on hypothesis testing in the application).
Uncertainty:
- Margin of error – (e.g., ±3.1%) — This displays the margin of error and is available for percentages and population estimates.
- Standard deviation — Standard deviation of estimates of scale values.
- Standard error — Standard error of the estimates of scale values.

Crosstabs tab

Percentages — Percentages exported tables can be configured to sum to 100% across each Column, Row, or across the entire table (Total).
Index — Percentage of each cell relative to the row marginal percentage (which is treated as “100”). For example, if the marginal for the row is 30% and a given cell’s column percentage is 60%, the “index” is 200.
Decimal places — Number of decimal places shown for Percentages (the default, 0, is usually most appropriate). Note that XLSX tables contain the complete double-precision proportion and decimal formatting and rounding are applied as a cell format.
Counts — You can choose to display Weighted or Unweighted counts (or both). See Weighting for more information on weights. You can also choose to display Population counts.
Scales:
- Mean — The scale mean of optional numeric values associated with categories. Numeric values may be null and need not be unique.
- Median — The scale median of optional numeric values associated with categories.
Bases:
- For base values, you can choose to display Unweighted or Weighted. As a rule, contingency tables should contain the base in the direction of "percent-aging" to aid interpretation.
- You can also choose to display the base values Above table (row), Below table (row), or Per cell.

Numeric measures tab

Measures — You can select Mean (average value), Median (middle number in a set of values), or Sum (the sum of the values divided by the number of values).
Share of sum — Percentages exported tables can be configured to sum to 100% across each Column, Row, or across the entire table (Total).
Bases — For base values, you can choose to display Weighted or Unweighted. As a rule, contingency tables should contain the base in the direction of "percent-aging" to aid interpretation.

Click Save when finished.

CSV

Select the CSV tab:

The following describes how to set the options.

On the left side of the panel, select which variables (or all) to include as rows in the tab book. By default all variables are selected.
Format:
- Select either column_head or Column Head.
- Select a setting for Column separator and Decimal separator (Comma, Period, and so on).

Click Save when finished.

Completing and downloading the export

Click Export to request the tab book. For large datasets, exporting can take some time. Once the Excel workbook is ready, a Download button will appear.

Click Download to download the Excel file.

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