Email a File of a Visualization, Canvas, or Dashboard

You can email visualizations, canvases, or dashboards in formats like Powerpoint (PPTX), Acrobat (PDF), Image (PNG), CSV (data only), or Package (the whole workbook including connection credentials).

  1. On the Home page, hover over a workbook containing the visualization, canvas, or dashboard to export, click Actions, and select Open.
  2. On the Visualize or Present canvas, click the Export icon on the workbook toolbar, then click Email.
    If you don't see the Email option, ask your administrator if this option was configured.
  3. Use the Format option to select the output format you want, and specify output options:
    • For Powerpoint (pptx), Acrobat (pdf), and Image (png) - Specify the file name, paper size, and orientation.

      When you email any of these visual formats, the visualization or pages are re-rendered based on the size and orientation you select. So if you're emailing a table, then your output file might not contain all of the table's rows and columns included in your visualization, canvas, or dashboard.

    • For Data (csv) - Specify the output file name. This option only includes the data used in the workbook. The outputted file uses the data delimiter for your computer's locale. For example, if your locale is set to Brazil, then the delimiter for numeric decimals is a comma instead of a period, which is used when your locale is set to United States.
    • For Package (dva) - Specify whether to include workbook data, connection credentials, and access permissions). To enable users to open the workbook DVA file without having to enter a password, click Include Connection Credentials and specify the password.
  4. Click Email.
    Your email client opens a new partially composed email with the .DVA file attached.