Hi, I’m looking to use Asana to host detailed questionnaires (>300 rows of data) which we will then want to export into Power BI / Tableau etc…
Before populating the forms and releasing them to customers, I would like to check that I can export the data from Asana using a Business license or do I need enterprise to achieve this objective?
It might depend on what you mean by “export into Power BI / Tableau etc…”
If you want to export the project (containing the form submissions) via a .csv, the export is available for any plan.
For consolidated data (forms answers to be stored in Custom Fields = Columns), you will need a Premium account (or above), to create the Custom Fields.
The Power BI integration requires Business (or above).
The Tableau integration requires Business (or above)
Conclusion: Business should be enough
@Arthur_BEGOU , I will need Custom Fields. As I have Business account, will this allow me to export datasets of this ilk even as a CSV?
Yes, to export your data as Custom Fields, you can follow those steps:
Create the Custom Fields in your project
Connect the forms questions to the previously created Custom Fields (see screenshot below)
Collect the form submissions
Export your data as consolidated .csv (see an example of export below
@Arthur_BEGOU thank you for your help - hugely appreciated
Hi @Arthur_BEGOU , I have now created my form and would like to start testing. Could you tell me where the export data functions reside as I’m struggling to find them? Thanks
@Arthur_BEGOU , perfect, thank you
Hi @Arthur_BEGOU , I’ve hit the maximum field limit of 100. I need more than 100 fields in my CSV output, how do I go about achieving this in Asana?
Sorry, but I think that’s a current limitation (100 fields / project).
You could consider storing as text description some of your form answers, but they won’t be exported in separated fields/columns.
@Arthur_BEGOU, thanks, I’ll have a look at this
Hi @Arthur_BEGOU , I have another question. As suggested, I’m trying to remove some text descriptions from being exported, but when I try to disconnect them, they either delete the whole field or Asana tells me that I am still at my 100 field limit. How do I safely detatch them from my fields without losing the field entirely?
I’m sorry, this goes beyond my experience (I’ve never faced this situation).
Maybe you could add a screenshot; but I’m not sure if I will be able to help without diving (much) more into that use-case, in a consulting session.
Hi, no worries, I’ve figured it out. You need to make the changes in the Field section of the customize menu.
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