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Exporting Data to Excel - Advanced Options

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Modified on Tue, 24 Sep 2013 03:50 PM
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Overview

This article describes the advanced options for the Excel Export functionality which you can access from the Export dialog.

Advanced options

In the Export dialog for the Excel Export format, click the Advanced button in the lower-left corner.

Export dialog.

Export dialog.


The Excel Export Advanced Options dialog is displayed, showing several options that will allow you customize the output of your Excel document.

Excel Export Advanced Options dialog.

Excel Export Advanced Options dialog.


Note: Some of the options will only appear if the Export as seen checkbox is unchecked in the main Export dialog.

Output file format

This field lets you choose the type of output to produce. Currently there are two Excel formats supported: Excel 2007/2010 Workbook and Excel 2003 XML Spreadsheet. Both formats support all features available in the Advanced Options dialog, with the exception of image saving, which is not supported in Excel 2003 XML Spreadsheet format.

Auto-resize cells to fit content

When this field is checked, the cells width and height will be adjusted in order to fit the content in the cell.

Add border to header cells

When this field is checked, the header cells will be surrounded by a black border.

Add border to detail cells

When this field is checked, all the detail cells will be surrounded by a black border.

Include image of entire dashboard or selected controls in the spreadsheet

When this field is checked, along with the data, an image of the Dashboard or selected control(s) will be placed alongside the data.

If the Export entire Dashboard was selected from the main Export dialog, only a single image of the complete Dashboard will only be saved on the first worksheet only. To export individual images with individual controls, manually select each control from the main Export dialog.

Note: Exporting image feature is only available with the Microsoft Office Excel 2007/2010 Workbook file format.

Place individual controls in separate worksheets

When this field is checked, each individual control's data (and image if supported) is saved in a separate worksheet.

Freeze header row

When this field is checked, the first two header rows (which are the control's name and data field names) will be frozen, allowing you to scroll your data without having the headers scroll as well. To understand how Freeze or lock rows and columns works, refer to articles on Microsoft Office's website for both Excel 2003 and Excel 2007.

Note: This feature is only available when the Place individual controls in separate worksheets option is checked.

Include parameter values

Select the Include parameter values option if you want to include the values of dashboard parameters/filters as part of the exported data. Using this option makes it clear what subset of the data the exported results represent.

Note: Analytical axis parameters are not supported by this option.

Parameter values included with the Excel data.

Parameter values included with the Excel data.


By default, the Name column shows the names of the parameters exactly as they appear in the Parameters toolbox at design-time. You can customize these names by setting the Friendly Name property of the corresponding parameter control.

For date-time parameters, the Value column will show the names of tokens you've selected as well. For example, if you set a calendar parameter control to the token End of previous year, the token name will be listed in the Values column along with the resolved value of the token. (Note that date ranges in Dundas Dashboard are exclusive of the end date, which is why the end of year is represented as January 1 of the following year.)

Parameter values can include token values.

Parameter values can include token values.


Exporting specific parameters only

Dashboard designers can control whether a particular parameter is exportable or not. This is useful for preventing users from exporting data from parameters that are used for implementation purposes only. The general rules regarding exportability are as follows:

  • If a parameter appears in the Parameters toolbox for a dashboard but does not appear on the dashboard as an actual parameter control, it will not be exported.
  • If a parameter has an associated parameter control on the dashboard:
    • If the Visibility property of the parameter control is Visible, the parameter will be exported. This applies regardless of whether the parameter control is on the dashboard canvas, or outside of the canvas.
    • If the Visibility property of the parameter control is Collapsed, the parameter will only be exported if the Export as seen option is unchecked (i.e. set to False).

Header and detail cell alignment

These fields let you choose how the data in the header and detail cells will be aligned.

General number format, decimal number format, date and time format

These fields contain the cell formatting applied to general numbers (integer, etc.), decimals (currency, float, etc.) and date and time fields. The formatting is equivalent to the Custom Format in Format Cells dialog in Excel:

Excel Format Cells Dialog.

Excel Format Cells Dialog.


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