Share or export your work

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1. Overview

In View mode, you can share your dashboard as a URL link or export it to other formats such as CSV, Excel, Image, PDF, and PowerPoint.

Access Share options from the toolbar in View mode
Access Share options from the toolbar in View mode

Related video: Sharing and Exporting a View

2. Share options

The Link option lets you obtain a URL for viewing your current dashboard, report or Scorecard. You can bookmark this URL in your browser, or give the URL to a specific user.

While viewing a dashboard, report or a scorecard, go to the toolbar and click Share. Then click Link.

In the Share dialog, the Link field holds the URL corresponding to your dashboard or report. Select and copy the link text as desired.

An example URL link looks like this: http://myserver:8000/Link/?shortLink=ck47ngp4fhaw8geyqg5bbkgyqe

Next, in the Give Others Access section, select one or more users (via the checkboxes) to share the link with.

Select users to receive viewing access
Select users to receive viewing access

Scroll further down in the Share dialog and click View Options. Choose a viewer configuration option:

  • Show the view with the full editor
  • Show only a simple viewer
  • Show only the menu
  • Show only the toolbar
  • Show the menu and toolbar
  • Show the menu and taskbar
  • Show the menu, toolbar and taskbar

Choose a viewer configuration option
Choose a viewer configuration option

Finally, click Submit to save your selections and close the Share dialog.

2.2. Image

The Image option lets you export your entire dashboard, scorecard or a specific visualization within the dashboard, as a PNG image file.

While viewing a dashboard, go to the toolbar and click Share. Then click Image

This opens the Export dialog with the Export Format set to Image.

By default, the entire dashboard will be exported as an image.

Export entire dashboard as an image
Export entire dashboard as an image

You can also select a specific visualization within the dashboard to be exported by setting Export Selection to Single Item. In this case, use the dropdown list to select the visualization you want.

Export a single visualization as an image
Export a single visualization as an image

Click Submit to begin the export. Once the export is done, click View the created export to download the image file (e.g., Dashboard1 - chart 2.png)

Note
The current state of the dashboard will be exported. For example, if you have multiple layers on the dashboard, then the current visible layer will be displayed in the resulting image.

Click to download the exported PNG image file
Click to download the exported PNG image file

2.3. CSV

In the case of CSV (comma separated values), only a single visualization within a view can be exported.

To export to CSV, go to the toolbar and click Share. Then click Image.

Change the Export Format to CSV, and then select a single visualization to export.

Export to CSV format
Export to CSV format

Click Submit to begin the export. Once the export is done, click View the created export to download the CSV file (e.g., Dashboard1 - chart 2.csv) which will contain the data values displayed by the visualization.

Click to download the exported CSV file
Click to download the exported CSV file

2.4. Excel

You can export your entire view or selected visualizations (including the data visualizations in an embedded view of the dashboard) with your view to the Microsoft Excel format (XLSX).

Note
User can only select specific visualizations for export if the dashboard is embedded in the new SubViewCanvasContainer. If it is the old viewContainer, then the embedded view has to be deleted and re-created using the new container. Export 'Entire View' will work with either container.

First, go to the toolbar, click Share, and then click Excel.

In the Export dialog, set Export Selection to Entire View if you want to export the entire dashboard or report. Or, set it to Selected Items in order to choose the visualization(s) you want to export.

Optionally, select the Include an image of each item checkbox if you want an image of each visualization to be added to the resulting Excel file.

Select Include Parameter Values if you want filter/parameter values in the resulting Excel file.

Include Parameter Values in the Excel file
Include Parameter Values in the Excel file

By default, the resulting Excel file will have any formatting that was done in a table visualization such as font colors, background colors, column order, header text etc. To get the excel file in raw form (without any formatting) you can select the Export Tables Without Styles option.

Export selected visualizations to Excel format
Export selected visualizations to Excel format

Click Submit to begin the export. Once the export is done, click View the created export to download the Excel file which will contain the data values in the same format as displayed by the visualizations, along with an image for each visualization.

2.5. PDF

To export your dashboard, report or scorecard as a PDF file, go to the toolbar, click Share, and then click PDF.

In the Export dialog, select a paper size:

  • Letter
  • Legal
  • Tabloid
  • A3
  • A4
  • A5

Then choose an orientation:

  • Portrait
  • Landscape

Export a dashboard to PDF format
Export a dashboard to PDF format

Click Submit to begin the export. Once the export is done, click View the created export to download the PDF file.

Note
The current state of the dashboard will be exported. For example, if you have multiple layers on the dashboard, then the current visible layer will be displayed in the PDF file.

2.6. PowerPoint

To export your dashboard or scorecard as a PowerPoint file (PPTX), go to the toolbar, click Share, and then click PowerPoint.

Export a dashboard to PowerPoint format
Export a dashboard to PowerPoint format

Click Submit to begin the export. Once the export is done, click View the created export to download the PowerPoint file.

3. Sharing a Scorecard or a Report

Similar to the dashboard, Dundas BI provides the ability to share a Scorecard or a Report with a URL or export them to other formats. A scorecard can be exported as CSV, Excel, Image, PDF, and PowerPoint and a Report can be exported in Excel and PDF formats. All the features work the same way as for the dashboard. However, export to image or Powerpoint for a scorecard should be done only when the scorecard is small or you want to display Top3 or Top10 rows etc. 

4. Additional Functionalities

4.1. The Before Export event

Any script in this event will be executed before the user exports a dashboard, report or a scorecard. The purpose of a script in this event is to perform an action which effects the resulting export file (.pdf, .png or .ppt) but does not make any permanent changes to the dashboard itself.

Note
Any script in the Before Export Event does not get triggered if the dashboard/metric set is being exported to an Excel file

The 'Export Before' event of the dashboard
The 'Export Before' event of the dashboard
 

For example, if the user does not want to show the button on the export file, then he/she can add the following script to hide the button in the Before Export event of the dashboard.

button1.hidden=true;

Now, when the user exports the dashboard as an image or a pdf file, the Button will not be visible on the resulting export file.

Original Dashboard
Original Dashboard

The resulting export file.
The resulting export file.

Similarly, 

$('.labelControl').hide();

will hide the labelControl in a report in the export file, and 

this.background = new dundas.controls.SolidColorBrush(dundas.controls.Colors[20].value);

will change the background color of the scorecard in the export file.

4.2. Append Date to Filename

You can choose to append the current date and time on the export filename for tracking purposes.

In the Export Dialog, check the checkbox Append Date to Filename and click submit to begin the Export.

Append date to filename
Append date to filename

The filename will have the date and time of export appended to it.

Exported file with appended date
Exported file with appended date

4.3. Prevent data Export for a Metric Set

If you do not want the user to be able to export the data for a metric set and have access to it, then you can change the Metric Set's properties to prevent its data to be exported in an Excel/CSV file.

Right click on the Metric Set in your dashboard to open the Data Analysis Panel.

Click on Edit on the top left corner of the Data Analysis Panel.

Click on Edit icon in the Data Analysis Panel
Click on Edit icon in the Data Analysis Panel

From the Configure Metric Set Binding Panel, find Metric Set Default Values and check the Prevent Data Export checkbox.

Enable the Prevent Data Export option
Enable the Prevent Data Export option

Note
The user can still export the metric set as an image, PDF, or PowerPoint

5. See also

 

 

Dundas Data Visualization, Inc.
500-250 Ferrand Drive
Toronto, ON, Canada
M3C 3G8

North America: 1.800.463.1492
International: 1.416.467.5100

Dundas Support Hours: 7am-6pm, ET, Mon-Fri