Exporting Content from Analyses and Dashboards

You can export content from analyses and dashboards.

Exporting the Results of Analyses

You can export analyses results to various formats, including Microsoft Office Excel and Adobe PDF.

For example, you can export a Stock Control analysis, so that one of your suppliers can see the results in Microsoft Excel.

  1. Open the analysis for editing.
  2. Click Export this Analysis.
  3. Select the export option that you want, such as export to a PDF file, an Excel spreadsheet, or a PowerPoint presentation. Select Data to export data as a comma-separated or tab-delimited list of values in a file. You can then open the file in an application such as Excel. Select Web Archive to export as an MHT file that you can display in a browser.
You can also export an analysis from a dashboard page by clicking Export below the analysis. The Export link is available only if the dashboard designer included the link.

Exporting Dashboards and Dashboard Pages

You can export an entire dashboard or a single dashboard page to Microsoft Excel 2007+. When you export dashboard content to Microsoft Excel, the state of the dashboard (such as prompts or drills) won’t change.

For example, you can export the dashboard page that contains the Brand Revenue analysis. This enables brand managers to review this data in Microsoft Excel.

  1. Open the dashboard or dashboard page that you want to export.
  2. On the Dashboard page toolbar, click Page Options, select Export to Excel, and select either Export Current Page or Export Entire Dashboard.

    If you export an entire dashboard:

    • Each page is included on its own sheet in an Excel workbook.

    • Each sheet is given the name of its corresponding dashboard page.

  3. Use the File Download dialog to open or save the dashboard or dashboard page as a spreadsheet file.

Tips for Exporting

Here are some tips to keep in mind as you export analyses, dashboards, and dashboard pages.

  • By default, the Value Suppression option in the Column Properties dialog:Column Format tab determines if the cells in tables or pivot tables that span rows and cells that span columns are repeated when exporting to Excel (rather than always repeated). Don’t suppress values when exporting to Excel if those who use the Excel spreadsheets want to manipulate the data.

    • If Value Suppression is set to Suppress, then cells that span rows and cells that span columns aren’t repeated. For example, in a table that has Year and Month values, Year is displayed only once for Month values. This value suppression is useful if you want to simply view data in Excel spreadsheets.

    • If Value Suppression is set to Repeat, then cells that span rows and cells that span columns are repeated. For example, in a table that has Year and Month values, Year is repeated for all Month values.

  • By default, when you export to PDF, rows are split across page breaks rather than kept together.

  • You can export as many as 65,000 rows of data from an analysis in a Comma Separated Values (CSV) file format. You can export as many as 20,000 rows or 250,000 cells of data into a file formatted with Microsoft Excel (.xlsx) format.

  • Action links aren’t included in exported formats, for example, Excel and PDF.

  • Data values (that is, numbers and dates) are exported in raw format with full number precision and format mask, rather than as a string in the data format specified, when exporting to Excel.

  • While you can export directly to an Excel format, you might notice better performance during the export of large numbers of rows if you export first to CSV, and then import that file into Excel.