Share and Export Workbooks and Files

You can easily share a workbook with others by copying and sharing the URL. You can also export or download your workbooks and your data to different file formats.

Task Description

Share a Workbook

Save a workbook in a shared folder and grant appropriate privileges to it so that your colleagues can access it.

Export a Workbook or Folder as a File

Export a workbook or folder as an archive file (.DVA) that another user can import.

Note: Opower Analytics Visualization does not use any database connections. This means that the Include Connection Credentials option in this procedure does not apply.

Export a Visualization or Story

Share visualizations or stories as a file in a variety of formats, such as DVA (a visualization workbook), PowerPoint (PPTX), Adobe Acrobat (PDF), PNG, or CSV (data only).

Export a Visualization's Data to a CSV File

Export the data from a visualization to a CSV file. Note that this file format is limited in how many rows of data it can contain.

Export data to an Excel file.

Export data so it can be opened in Microsoft Excel format, and support a larger number of data rows. See instructions below.

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Export Data to Excel

You can download data in CSV format and open it in Microsoft Excel format (XLS). However, the CSV format is limited to approximately 100,000 rows of data. If you want to download larger amounts of data, you can download directly to Excel format, which can support up to approximately 500,000 rows. You will need to perform the export using the Publisher or Analytics component of Opower Analytics Visualization. The URL of your application changes slightly depending on which component you use.

To export to Excel using Oracle Analytics Publisher:

  1. Sign in to your instance of Oracle Analytics Publisher. To do this, remove dv from the end of your Analytics Visualization URL, and replace it with xmlpserver . The URL should have the following format:

    https://ocacs.ocs.oraclecloud.com/<tenant id>/xmlpserver

    Contact your Delivery Team if you need help with this step.

  2. In the Create... area, click Report.

  3. In the Create Report screen that displays, select Use Subject Area.

    Image of create report screen

  4. Select the desired subject area in the drop-down and click Next.

  5. Select a layout and click Next.

    Image of create report layout screen

  6. Create a table for the data by dragging and dropping fields.

     Image of create a report data source screen. 

  7. Click Next.

  8. Select View Report and click Finish.

    Image of View Report radio button selected on the create report screen

  9. In the Save As window that displays, name your report and save it to any folder.

    Image of the Save As window

  10. When the report opens, click on the circle icon drop-down and select Excel. The file will be downloaded in the Excel file format.

    Image of repor with Excel selected from the drop down menu

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To export to Excel using Analytics:

  1. Sign in to your instance of Analytics. To do this, remove dv from the end of your Analytics Visualization URL, and replace it with analytics . The URL should have the following format:

    https://ocacs.ocs.oraclecloud.com/<tenant id>/analytics

    Contact your Delivery Team if you need help with this step.
  2. In the Create... area, under Analysis and Interactive Reporting, click the Analysis link.

  3. Select a subject area from the Select Subject Area dialog box that displays.

    Image of Select Image Dialog box

  4. Build your analysis by dragging and dropping columns into the Selected Columns area.

    Image of selected columns in analysis window

  5. Click the Results tab. A tabular view of the data set you created is shown.
  6. Click the Export this analysis icon and click either Dataor Formatted. Then click Excel.
  7. If a prompt displays asking you to confirm that you want to leave the page, click Leave Page. The file is downloaded to Excel.

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