Export allocation object CSV
Exports daily, monthly or annual data for a specific measured variable of an allocation object type (cost centre / energy use / machines and systems), each to a CSV or text file. This allows you to specify the minimum measured value status required for the export to be carried out successfully. For the CSV file, an output folder (visual energy evaluation folder or the file system) can be defined and/or a list of email recipients can be specified. The parameters written to the file can be specified individually. A user-defined trigger can be fired.
Where can I find this workflow? Evaluation section => Allocation object (e.g. cost centre) => Automation |
Parameters
Minimum status | Selection – Defines the minimum measured value status for a value. If the status is worse than that stated here, no processing will take place. |
Export period | Selection – Specifies the time period to be exported. The “Last export date” parameter is used as the basis.
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Time span | Defines how the time span of the action is determined.
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Last [Export / Calculation] date | The timestamp of the record processed by the last successful operation. Only active if “Latest” is selected as the time span. |
Time range | Start date / End date – Specifies the time range during which the action is to be carried out. Only active if “Time range” is selected as the time span. |
Test mode | Yes / No – In test mode, data is processed from the time of execution. The time span is calculated using the “Offset for test mode” parameter. The “Last export date” parameter is ignored and is not updated. This means that the export for a given period can be carried out multiple times. |
Offset for test mode | Selection – Defines the time span for “Test mode”, depending on the “Export period” parameter.
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Output directory | Text – Specify a directory name or share. |
Directory |
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Disabled / SMB share | Selection
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Path to the directory | Text (optional) – Path |
Server | Text / IP address – FQDN – name or IP address |
Share | Text – Name of the share |
Authentication |
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SMB version | Can usually be left at the default setting
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Transport type |
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Authentication method |
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Target folder | Selection – Select the visual energy folder in which to save the output file. |
Email recipient list | Text – Specifies the recipients to whom the email should be sent. Recipients can be separated by semicolons. |
Delimiter | Selection
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Table header / header row | Yes / No
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List of fields | Selection – Select the fields for output. Different formats are available for dates and numbers.
The fields:
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Completion trigger | Trigger – Specifies the trigger that is executed once the workflow has finished. |
Version | Date | Change |
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2.27 | 12/04/2025 | Export Directory” argument title renamed to “Directory” |
2.26 | 11/26/2025 | “Target Directory” argument replaced with “Export Directory” |
2.25 | 11/13/2025 | “Target Directory” argument description updated |
2.24 | 07/10/2025 | UPDATE: Available in versions later than 5.2.0; title changed Added “Machines & systems” and the term “sharing object” |
2.22 | 12/15/2022 | Changed to use automation server settings |
2.21 | 03/29/2022 | FIX: Reset filename for each exported interval “Filename” argument description updated |
2.20 | 03/03/2022 | UPDATE: Enabled flat export for cost centres and energy use |
2.23 | 03/02/2022 | Limited start date for the “continuous” function |
2.19 | 12/20/2021 | Added “Filename” parameter |
2.18 | 07/07/2021 | Description updated |
2.17 | 06/14/2021 | Extended SMTP options |
2.16 | 01/12/2021 | FIX: Error when saving to a folder that no longer exists |
2.15 | 12/07/2020 | Added the source workflow ID to the CSV document |
2.14 | 07/22/2020 | Added “yearly” value to “Export timespan” |
2.13 | 07/14/2020 | Added “DocumentTargetFolder” argument |
2.12 | 04/29/2020 | UPDATE: Added new workflows for cost centre (base) and energy use (base) |
2.11 | 08/07/2019 | UPDATE: Email notification if execution fails due to a status violation |
2.10 | 08/05/2019 | UPDATE: Available in versions later than 4.7.1 Build 12810; renamed “CSV export (cost center/energy benefit)” to “Export cost center / energy benefit” Added text-file output without a delimiter Added variable to define the fixed length of the “FieldSet” parameter Added “Ignore zero values” parameter |
2.9 | 05/20/2019 | Description updated |
2.8 | 05/17/2018 | FIX: [Meteringpoint.Number] exported instead of [Target.Number] for rows of type “MP” |
2.7 | 05/16/2018 | FIX: Export fails due to an exception. |
2.6 | 05/08/2018 | UPDATE: Added additional export columns |
2.5 | 05/04/2018 | UPDATE: Added “Flat export” parameter |
2.1 | 05/03/2018 | TargetDirectory/Recipients parameters validated |
2.2 | 05/03/2018 | NDF permission removed |
2.1 | 05/03/2018 | TargetDirectory/Recipients parameters validated |
2.0 | 09/05/2017 | Workflow created |