Export Options

Exporting Chart

• Navigate to the Designer homepage.

• Click the Dashboard Designer option.

• Click the Add Dashboard option (You can use the New option to create a new dashboard).

• The Dashboard Canvas page opens.

• Click the Data Connectors icon.

• Create a new Data Connection.

• Click the Component Library icon.

• The charts menu opens.

• Select a chart component and drag it to the dashboard canvas. E.g., the Bar chart is used in the image.

• Use the Dataset option to associate the data connection with the dragged charting component.

• Provide the data fields under the Category and Series.

• Open the Component Properties.

• The Export Options are displayed.

• Use a checkmark to enable the Context menu for the Export options.

• The Context menu will appear based on the selected Export options.

• Based on the provided information for the following list the information will get exported:

  • Export Heading

  • Export Sub-Heading

  • Export File Name

  • Global Export Type

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• Navigate to the dashboard preview screen.

• Use the right-click to get the Export Context menu.​

  
• Click on an Export category.

• The Dashboard gets downloaded in the concerned export option.

  
• Click the Print Preview option to print the Dashboard preview.

• Click the Show Data option to display the data in a grid format. ​

  

Export Chart to CSV with Plugin Script

Users can export a chart into CSV using a plugin script as well.

• Navigate to a dashbord with at least two components. In this case, Bar chart contains mapped data and the Label component is used to map the plugin script.

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

• Choose the Label comopnent.

• Enter the plugin script to export the chart data into CSV format.

• The chart data will be exported in a CSV file.

Plugin Script used

var item = sdk.getWidget('component');
item.plugin.m_excelexportext='csv';
item.plugin.exportToCSV();

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

Export with Formatter

The users can export the chart data with formatter to Excel or CSV formats.

• Navigate to a dashbaord and select a charting component mapped with some data.

• Open the Formatter properties and define some fomatters for the selected chart.

  • Unit

  • Precision

  • Currency

  • Position

  • Number Formatter

• Make sure that Excel Options are enabled for the chart.

• Click the Preview icon.

• Access the Export context menu in the preview mode with right click.

• Click on Export to Excel and Export to CSV in turns to export the data into Excel or CSV.

• The data will be exported to the .xlsx and .csv files.

• Open the exported Excel & CSV files the data will appear in it with the selected formatter options.