Exporting Chart and Chart Data

Exporting Chart and Chart Data

Exporting charts and data helps you store/save them in your device or on the cloud. You can then share or view the chart in PDF format and data in CSV format.

Exporting Chart in PDF

To export the chart, follow the steps given below.

  1. Create the number of charts as required. Refer to Creating Charts using Widgets.
  2. Select the widget that you want to export.
  3. On the top right corner of the widget, click the More Options ellipsis (  ).
    The available options are displayed.
  4. Click the Export Chart In PDF option.
    The selected widget is saved as a PDF file in your default download folder.

Exporting Data in CSV/Excel

To export data, follow the steps given below.

  1. Create the number of charts as required. Refer to Creating Charts using Widgets.
  2. Select the widget from which you want to export data.
  3. On the top right corner of the widget, click the More Options ellipsis ( ).

The available options are displayed.


To export data, you get 2 options: Export Data to CSV or Export Data to Excel. You can select any option as per the file you want- CSV or Excel (.xlsx).
  1. Click the Export Data In CSV
    The data of the selected widget is saved as a CSV file in your default download folder.
    For example, we plot a Column Chart of the Maximum of Sales by Order Priority in a sales dataset, as shown below.



    A snippet of the data stored in the CSV file for the above Column Chart is shown below.




  2. Now, let’s sort the widget by arranging the Maximum of Sales in the Ascending Order. The resultant widget is as shown below.



    Now, we export the data from the sorted chart as CSV. A snippet of the data is shown below.



    You can see that the data in the new CSV file is also arranged in the same order as the chart, that is, Ascending order.

You can select option of 'Export Data to Excel' to generate the excel sheet.

Notes:

  • Some browsers will ask you to select the location where you want to save your dashboard. Select the destination folder, and then click Save.
  • The Export Data In CSV /Excel options are disabled when you drag and drop a widget on the dashboard canvas but have not plotted it.
  • When you download the CSV/excel dataset, the default name of the file is the title name of the widget.
  • In the above example, the default file name is “Maximum of Sales by Order Priority”.
  • For measure quantity, the name of the column in the downloaded CSV has the following format.
    • “measure_name (aggeregated_function_used)”
  • In the above example, since the Sales values are aggregated by the Maximum function, the name of the column is Sales (max).

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