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Exporting Dashboard Data

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Modified on Fri, 14 Feb 2014 10:28 AM Categorized as Add-ons, Export, OLAP, Viewer
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Exporting dashboard data

Click the Export button in the Toolbar to export data from the dashboard (or dashblock within a mashup) you are currently viewing.

Image


Tip: Watch the how-to video: Exporting Dashboard Data

Supported formats

You can export dashboard data to any of these supported file formats:

  • Excel - Microsoft Office Excel 2007/2010 Workbook (*.xlsx) or Excel 2003 XML Spreadsheet (*.xml)
  • CSV - Comma-Separated-Values (*.csv)

Other file formats may also be available depending on which Data Export add-ons have been installed on your Dundas Dashboard server. Additional notes:

  • Excel Export is included as part of the standard installation. There is no need to install a separate add-on.
  • Analytical/OLAP dashboard data can be exported to Excel/CSV.
  • Dashblocks within dashblock viewer controls can be exported as well.

Note: The HTML Viewer supports export to Excel but there are specific limitations to note.

Tip: Use scheduled reports to export data from multiple (performance) dashboards into the same Excel file (or the same PowerPoint file if you have the add-on installed).

Exporting to Excel or CSV

To export a dashboard's currently-displayed data to the Excel or CSV file format:

  1. Click the Export button in the Toolbar. The Export Wizard is displayed, which shows an image preview of the dashboard in its current state.
    The Export Wizard.
  2. Click the Export file format dropdown list and choose Excel Export or CSV Data Export. Other file formats will be available in the dropdown list if Data Export add-ons have been installed on your Dundas Dashboard server.
  3. If you want to export data from all of the controls on your dashboard, select the Export entire dashboard option. (Note that this option is not available for the CSV format.)
  4. Alternatively, if you want to export a specific control instead of the entire dashboard, choose the Export selected controls option, and then select a data visualization control from the list. The selected control will be highlighted with a red border in the preview on the right. You can also click the control you want to export in the preview and it will be automatically selected in the list. (Note that for the Excel format, you can select multiple controls to be exported by clicking items in the list on the left.)
    Selecting a control for export.
  5. For certain formats (⪚ Excel), click the Advanced button to configure additional export options, such as including parameter values with the exported data. See this article for more information about advanced Excel options.
    Advanced options for Excel.
  6. By default, data will be exported from just the visible portions or columns of your selected control (⪚ a data grid) while preserving column ordering, sorting, filtering and data/string formatting. However, if you want the complete result set of the control's underlying KPI or dataset to exported instead (but without the associated formatting), uncheck the Export as seen option. Unchecking this option can also help with performance, especially if you are trying to export a data grid with a lot of columns and rows.
    Export as seen.
  7. Click the Finish button.
  8. Use the Save As file selector to navigate to your desired save location.
  9. Enter a file name.
  10. Select the desired file type (⪚ Microsoft Office Excel 2007/2010) from the “Save as type” drop-down menu.
  11. Click Save to begin exporting the data.

Below is an example of exporting data from a chart to an Excel file. The Name of the DV control (or its Friendly Name if set) is used to form a header for the exported data. User annotations on the chart are converted into Excel Notes and parameter values are also exported by default.

Exported Excel file.

Exported Excel file.


Exporting a mashup

If you are exporting data from a mashup instead of a dashboard, the first screen of the wizard asks you to choose a dashblock within your mashup to export. Select a dashblock in the list, and then click Next to proceed with the Export Wizard as shown above.

Choose a dashblock to export.

Choose a dashblock to export.


Exporting to other file formats

If Data Export add-ons have been installed on your Dundas Dashboard server, you will be able to export dashboard data to additional file formats using the Export Wizard. Depending on the type of add-on, you may also be able to configure advanced options for the export operation.

For more details, see Dundas Dashboard Add-ons - Data Export.

Dashboard design options

Export formats for a dashboard

A dashboard designer can choose to show or hide export formats for a particular dashboard by using the dashboard's Export Formats property (advanced).

The Export Formats collection property.

The Export Formats collection property.


In the Export Formats collection property editor, you can show or hide a specific format by setting its Available property to True or False. You can also change the order of the export formats by using the small up and down arrows to the right of the formats list.

If you hide an export format for a particular dashboard, viewers will no longer see that format as an option in the Export dialog (&ie; the Export file format dropdown list) while viewing that dashboard. Additionally, the Export dialog in the HTML Viewer will be disabled if the Excel format is made unavailable via the Export Formats property.

Order of exported controls

A dashboard designer can configure the order in which controls on a dashboard are exported to the output file by setting the Export Order advanced property on each control.

The Export Order property for a gauge control.

The Export Order property for a gauge control.


If multiple controls on a dashboard have the same export order, their order will be determined based on their friendly names (⪚ using an ascending sort).

Notes

General

  • If you've integrated the dashboard viewer into your own custom (Silverlight or ASP.NET) application, and your application is hosted on a different domain than Dundas Dashboard, note that exporting dashboards or controls containing images (⪚ a background image) may result in a security exception. Specifically, you may see the error “WriteableBitmap has protected content. Pixel access is not allowed” because Silverlight does not allow images hosted from different domains to be exported as part of their DRM system. The only way to resolve this issue is to host Dundas Dashboard in the same domain as your application. This will ensure that all of the images come from the same domain. For example, host Dundas Dashboard inside a virtual directory in the same website as your application (⪚ http://www.example.com/Dashboard/).

  • If you choose the Export as seen option to export data from a data grid, but you've cleared the Data Format String for a column, note that the way the exported column appears in Excel (or other application) may be different than the way it appears in the data grid. Since you haven't specified a format (or cleared the default format which was set by the data grid), the way the data is displayed now depends on the application.

  • If your dashboard contains a mix of performance and analytical controls (hosted inside dashblocks and dashboard viewers), only data from the controls that match your dashboard type will be exported.

  • If you experience performance problems with exporting, try unchecking the Export as seen option. This will prevent all of the associated formatting from being exported as well. The downside is that you will have to re-apply your own formatting in Excel afterwards.

  • If you have a data grid that uses parent and child KPIs, note that exporting data from the child (secondary) KPI is only supported if you are using the data grid's alignment mode.

Excel format


  • For users without Excel 2003 or Excel 2007/2010 installed, you can export your Dashboards to Excel 2007/2010 and then use the Excel Viewer application to open the Excel 2007/2010 files.

  • Dundas Dashboard lets you format text using standard or custom .NET numeric/date formats. However, not all custom formats are recognized by Excel, which may result in unexpected characters appearing in your exported Excel files. You can right-click on a cell in Excel, and then select Format Cells to check if a particular custom numeric or date format is supported in Excel before using that format in Dundas Dashboard.

CSV format

  • If your exported CSV file contains certain Unicode (UTF-8) symbols such as the Euro, note that the exported character may not display correctly if you try to open the file using Excel. There are a couple of workarounds for this limitation in Excel:
    • Open the CSV file in Windows Notepad, save it with ANSI Encoding, and then view the saved file in Excel.
    • Or, go to Excel and create a new blank worksheet. Select the Data tab, and then click From Text and choose the exported CSV file. In the Text Import Wizard, fill in the required settings such as choosing the Delimited format.

  • The delimiter character that is used in CSV export depends on multi-language settings in Dundas Dashboard. Generally, the export behavior may be different depending on whether the export is being used from within the full application (⪚ Default.aspx) or just the viewer (⪚ Viewer.aspx).

Related topics


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