Exporting a Visualization

You can export a visualization to the following formats:

PDF file: Export the visualization to a PDF file in a reader, such as Adobe Reader. You can view the PDF on any device with a PDF reader, such as another computer, a Linux machine, a Nook, or a Kindle. This option is only available for Grid and Graph visualizations.

Excel file: Export the visualization to a stand-alone Excel file, to view and interact with the data outside of XBRi. This option is only available for Grid and Graph visualizations.

Image: Export the visualization as an image, similar to taking a screenshot.

Data: Save the data in a visualization as a tabular CSV file. For example, a Graph visualization contains a line graph that displays revenue data across several different product categories. You can save the data in the visualization as a CSV file, with revenue data for each product category displayed in a tabular format, with values separated by commas.

Prerequisites

This procedure assumes you have already created the visualization you want to export.
You must have Edit Dashboard and Run Dashboard privileges.

To export a visualization

Click the name of the quick dashboard to execute it.
Hover the cursor over the title bar of the visualization you want to export, then click the arrow icon in the top right. Point to Export, then select one of the following:
- To export the visualization as a CSV file, select Data. The Select Location for Download dialog box opens. Navigate to the location in which you want to save the CSV file and specify a name for the file in the File Name field. Click OK. The CSV file is saved.
- To export the visualization as an image, select Image. Navigate to the location in which you want to save the image and specify a name for the image in the File Name field. Click OK. The image is saved.
- To export the visualization as an Excel file, select Excel. The File Download dialog box is displayed. Do one of the following:
- - To open the Excel file, click Open. The visualization is exported and displayed in a browser window.
  - To save a copy of the Excel file, click Save. The Save As dialog box opens. Navigate to the location in which you want to save the Excel file and specify a name for the file in the File Name field. Click OK. The Excel file is saved.
- To export the visualization as a PDF file, select PDF. The visualization is exported and displayed in a browser window.