Exporting Content from Analyses and Dashboards

 Video

Topics:

• Exporting the Results of Analyses

• Exporting Dashboards and Dashboard Pages

• Tips for Exporting

Exporting the Results of Analyses

You can export an analysis to various formats, including Microsoft Office application formats such as Excel and to Adobe PDF. For example, you can export a Stock Control analysis, so that a supplier can view the results in Microsoft Excel.

To export the results of an analysis:

1. Open the analysis for editing.

2. Click Export this Analysis.

3. Select the appropriate option. For example, select to 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 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 to Excel, the state of the dashboard (such as prompts or drills) is maintained.

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.

To export a dashboard or a dashboard page:

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 then either Export Current Page or Export Entire Dashboard.

   The File Download dialog is displayed, where you can open or save the dashboard or dashboard page as a spreadsheet file.

Note:

You can export an entire dashboard or a single dashboard page to Microsoft Excel 2007+. When you export to Excel, the state of the dashboard (such as prompts or drills) is maintained.

When you export the 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.

Tips for Exporting

As you export analyses, dashboards, and dashboard pages, keep the following tips in mind:

• By default, the Value Suppression option in the "Column Properties dialog: Column Format tab" determines whether cells in tables or pivot tables that span rows and cells that span columns are repeated when exporting to Excel (rather than always repeated). Do not 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 are not 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, rows are split across page breaks rather than kept together when exporting to PDF.

• Action links are not included in exported formats, for example, Excel and PDF.

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