Workbooks and Blocks can be exported out of Basis to be manipulated offline.
How to Download a Workbook
Basis lets you grab exactly what you need - be it fields, analysis, groupings, or accounts. It's super simple: what you see on your screen is what you'll get in your download.
Here's how you do it:
Head over to the Workbook you want to download.
Set it up just how you like – pick your columns, and groupings, and expand the groupings you want to export about.
Hit the 'Download' button, and voilà! You're downloading a CSV file.
What's in Your Workbook CSV Download?
Your CSV file is a twin of what you set up in your Workbook. So, no surprises there!
How to Download Data from a Block
Blocks in Basis are your go-to for modeling, not really for reporting. If you need to manually tweak some values in your Actuals for a sub-model, exporting a Block is your friend.
Grabbing Input Table Data from a Block
Here's how you do it:
Go to your chosen Block.
Look for the '...' menu, and click 'Download CSV'.
That's it! You're downloading the Input Table.
What's in Your Block CSV Download?
Your download will mirror the Input Table section of your Block. Neat!
How to Download a Pre-filled Template of a Block
When downloading from a Block, you've got another cool option: Download Template.
This is different from the raw Input Table export from above. It gives you a pre-filled, editable version of the table – without any of our AI-generated, non-editable columns. Handy for when you want to make some changes offline and then zip them back into Basis.
💡 Tip: Choose this option for a download-edit-reimport routine with your Block!
FAQ
Can I Download Assumptions and Output Tables from a Block?
No, you can't directly download assumptions or outputs from Blocks. But don't worry, there's a workaround.
Blocks are just for setting up and running your models. To download the information you need, like assumptions and outputs, you can easily create a report in a Workbook.
It's like making a summary report that you can save and look at any time. If you're not sure how to do this, we have some easy-to-follow instructions available – just click on the link here and it'll show you the steps.