Share or export your work
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.
Related video: Sharing and Exporting a View
2. Share options
2.1. Link (URL)
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.
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
Finally, click Submit to save your selections and close the Share dialog.
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.
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.
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)
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.
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.
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).
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.
By default, the resulting Excel file will include any formatting that was applied on 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. This option will also convert non-text columns (such as data bar columns) to text, with the exception of state indicators, which will fill the relevant cells with color.
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.
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:
Then choose an orientation:
Click Submit to begin the export. Once the export is done, click View the created export to download the PDF file.
To export your dashboard or scorecard as a PowerPoint file (PPTX), go to the toolbar, click Share, and then click PowerPoint.
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. 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
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.
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.
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.
will hide the labelControl in a report in the export file, and
this.background = new dundas.controls.SolidColorBrush(dundas.controls.Colors.value);
will change the background color of the scorecard in the export file.
If you make an asynchronous call such as Data Retrieval during this event, the export will not wait for the call to come back and may return incorrect export result. In this case, add the following to make the exporter wait for the script to finish executing:
e.isAsync = true; //... //add your script here that makes the data retrieval call to the server //... // resolve the deferred e.deferred.resolve();
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.
The filename will have the date and time of export appended to it.
If you do not want the user to be able to export certain data and have access to it, you can prevent it from being exported in an Excel/CSV files.
To prevent the data export for the whole metric set, Right click on the Metric Set in your dashboard to open the Data Analysis Panel.
Click Edit on the top left corner of the Data Analysis Panel.
From the Configure Metric Set Binding Panel, find Metric Set Default Values and check the Prevent Data Export checkbox.
Similarly, you can prevent data export for each analysis element (measure or hierarchy). Open the Data Analysis Panel and click Edit next to the specific analysis element.
From the Configure Metric Set Element panel, check the Exclude From Data Export checkbox.
- Generated export files will be saved in Dundas BI for 45 days. You can view the list of generated files and download them from My Profile.
- If you expect that a particular dashboard or report will take significantly longer to generate export files, you can adjust the Export Timeout property for that dashboard or report. This property is located on the Main tab of the Properties panel.
6. See also