Exporting Chart

Export charts and their data from Dashboard Designer using built-in Export Options, a right-click Export context menu, or a plugin script. You can also export with number Formatters applied.

The ability to Export charts and their underlying data from the Dashboard Designer is a crucial feature that supports reporting, external analysis, and presentation needs. This functionality is accessible through several convenient pathways, ensuring flexibility for various user workflows.

  • Built-in Export Options: These are typically found as standard buttons or icons within the component itself (e.g., a "Download" or "Export" button near the chart title). These options are usually pre-configured to handle common export formats like PNG/JPEG for images and CSV/Excel for data.

  • Right-Click Context Menu: A right-click on the charting component often reveals an Export context menu. This provides a quick and intuitive way to initiate an export without navigating the primary toolbar.

  • Plugin Script: For advanced or automated requirements, you can leverage plugin scripts. This method allows developers to define custom export logic, specify unique file naming conventions, or trigger exports based on specific events, integrating the export process seamlessly into a larger application workflow.

Create a chart (quick setup)

  1. Navigate to the Designer homepage → click Dashboard Designer.

  2. Click Add Dashboard (or use New → Dashboard).

  3. On the Dashboard Canvas:

    • Click Data Connectors → Create a new Data Connection.

    • Click Component Library → drag a chart (e.g., Bar chart) to the canvas.

    • Open Dataset → associate the data connection → map Category and Series fields.

Enable Export Options (component properties)

  1. Open the chart’s Component Properties.

  2. Locate Export Options.

  3. Check the Context menu to enable export from the right-click menu.

  4. Configure the following (these values drive file content/labels in the export):

    • Export Heading

    • Export Sub-Heading

    • Export File Name

    • Global Export Type

Note: The Export context menu will show only the items enabled here.

Export from Preview (context menu)

  1. Click Preview to open the dashboard preview screen.

  2. Right-click on the chart → choose an export item from the Export context menu.

  3. The dashboard (or chart data, depending on the chosen item) downloads in the selected export option.

  4. Optional:

    • Print Preview to print the dashboard preview.

    • Show Data to display the chart’s data in a grid.

Notes:

  • On the first Save of a dashboard, an Export option is available to export the dashboard as a BVZX file.

  • Legend also gets exported in PDF when associated with a chart.

Export Chart to CSV with Plugin Script

You can export a chart’s data to CSV by adding a small script to a component (commonly a Label component) on the same dashboard.

Steps

  1. Open a dashboard with at least two components (e.g., one Bar chart with mapped data and one Label to host the script).

  2. Click the script icon to open the dashboard level and component level script page.

  3. Select the Label component.

  4. Paste the plugin script below, and replace 'component' it with your chart’s widget ID.

// Plugin Script used
var item = sdk.getWidget('component');
item.plugin.m_excelexportext = 'csv';
item.plugin.exportToCSV();

Deprecated (do not use):

var item = sdk.getWidget('component');
item.plugin.m_exceleportext = 'csv';
item.plugin.exportToExcel();

Export with Formatter

Export chart data to Excel (.xlsx) or CSV (.csv) with formatters applied.

Steps

  1. Open a dashboard and select a chart mapped with data.

  2. In the chart’s Formatter properties, configure:

    • Unit

    • Precision

    • Currency

    • Position

    • Number Formatter

  3. Ensure Excel Options are enabled for the chart.

  4. Click Preview.

  5. Right-click → Export → choose Export to Excel and/or Export to CSV.

Result: Data is exported to .xlsx and .csv and appears with the selected formatter options when you open the files.

Tips:

  • Set Export File Name for predictable file names in downloads.

  • Use Global Export Type consistently across charts to standardize export behavior.

  • When using scripts, verify that the widget ID you pass to sdk.getWidget() matches the chart’s ID.

  • To ship styling and labels in exports, populate Export Heading/Sub-Heading and ensure Legend is properly configured (for PDF legend export).

Troubleshooting

  • Export items not showing: Confirm Context menu is enabled in Export Options, and the specific export types are selected.

  • No file downloaded: Pop-ups or downloads may be blocked by the browser—allow downloads for your domain.

  • CSV via script exports empty: Ensure the chart has a bound dataset and the component ID is correct.

  • Formatter not applied in exports: Recheck Formatter settings and confirm Excel Options are enabled before exporting.

  • Legend missing in PDF: Confirm the Legend component is associated with the chart; legend export to PDF is supported when linked.

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