Exporting Objects or Sections

Export sections from a dashboard into non-Interactive Reporting Studio formats such as Excel, tab- or comma-separated, HTML, JPEG, and PDF.

*  To export objects or sections:

  1. In Interactive Reporting Studio, on the dashboard top panel, click Export button.

    A drop-down list is displayed.

    If no objects are configured to export, Export button is not selectable. If only one object or section is configured, clicking Export button launches Export Section.

  2. Select an object to export.

    Export Section is displayed.

  3. Select a destination location for export.

  4. Select a format, and click Save.

    Depending on which Interactive Reporting Studio Release is being used, formats may vary.

  5. Click Export button again, to hide the drop-down list.

Other rules apply if you are using EPM Workspace.

*  To export objects or sections in EPM Workspace:

  1. Open a dashboard imported into EPM Workspace, click Export button to export.

    EPM Workspace Export is displayed.

    After exporting the section, the Web browser is launched so the exported file can be viewed and saved locally.

  2. From Section Names, select a section.

  3. Select a File format, and click Export.

If the server product, Release 8.1 or earlier is run, sections can only be successfully exported from EPM Workspace if values are set for the EPM Workspace export path and EPM Workspace URL path options in Step 7: Configure Properties.

To export to Excel or Lotus 1–2–3 formats, EPM Workspace must be configured to provide MIME types, as this setting is not the default. Configuring MIME types is outside the scope of this guide.

Dashboard Studio enables embedded sections to be exported to Microsoft Office HTML and Microsoft Office Web Archive (.MHTML) formats on EPM Workspace.

Note:

This feature is available in EPM Workspace; however, exporting to Microsoft Office Web Archive may fail due to Internet Explorer security restrictions. Therefore, export the document as Microsoft Office HTML, and save as a Web Archive when open in Internet Explorer.