Exporting a dashboard or card

Applies to: Kyvos Enterprise  Kyvos Cloud (SaaS on AWS) Kyvos AWS Marketplace

Kyvos Azure Marketplace   Kyvos GCP Marketplace Kyvos Single Node Installation (Kyvos SNI)

Kyvos allows you to export information from a dashboard in a variety of formats. Use this feature to create a snapshot of your data for the current moment.

You can export:

• The dashboard view to a PDF or image file 

• A single card from the dashboard

• Multiple cards from the dashboard to CSV file

• Selecting filter cards for exporting

• Add page breaks for Dashboard

• Add header and footer for Dashboard

Exported information can optionally include the title, card, and filter information. Card and filter information are displayed on subsequent pages. 

To email a dashboard, see Sharing an object.

Exporting dashboard to PDF

To export a dashboard to PDF, perform the following steps.

1. From the Toolbox, choose Workbooks and select a workbook.

2. Create or select an existing dashboard.

3. From the Options menu at the top right, choose Export.

4. From the File Format, choose the PDF option.

5. Select the Include Dashboard Title and Include Card Information checkboxes if you want these included in the PDF.

6. Click Export.

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Exporting dashboard as an image

To export a dashboard as an image, perform the following steps.

1. From the Toolbox, choose Workbooks and select a workbook.

2. Create or select an existing dashboard.

3. From the Options menu at the top right, choose Export.

4. From the File Format, choose the Image option.

5. Select the Include Dashboard Title and Include Card Information checkboxes if you want these included in the image.

6. Select the Image Format from PNG or JPG.

7. Click Export.

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Exporting a single card from a dashboard

Data cards with chart type as crosstab or table cannot be exported in an image.

To export a single card from a dashboard, perform the following steps.

1. From the Toolbox, choose Workbooks and select a workbook.

2. Create or select an existing dashboard.

3. Click the ( ⋮ ) menu on the card you want to export and choose Export.

4. For Format, choose Image, PDF or CSV.

   1. For Image: Enable Include Card Information, which will result in two exported images: one for the data card itself, and another containing information about the data card.

   2. For PDF: Choose to export the viz. image (the visualization) and data (in tabular view) or just the visualization.

   3. For CSV: Choose the line and field separators and optionally, the enclosed separators. Select whether to include the header and keep the measure formatting.

5. Click the checkbox to Zip the export results.

6. Click Export.

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Export multiple cards from a dashboard

To export multiple data cards from a dashboard, perform the following steps.

1. From the Toolbox, choose Workbooks and select a workbook.

2. Create or select an existing dashboard.

3. From the Options menu at the top right, choose Export. The Export dialog box is displayed.

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4. Click CSV. A list of all dashboard data cards is displayed. Select the required data card that you want to export.

5. If needed, modify the Line Separator, Field Separator, and Enclosed by options. 

6. Specify whether to Include headers in the report and whether the resulting file should be a Zipped folder.

7. Specify whether to Include Metadata in the report. A separate text file is exported that includes metadata as:

   1. Name and description of the worksheet. In the case of dashboard, it should be widget title and description if present.

   2. Name of the underlying semantic model and its last updated date and time.

   3. Field names and descriptions present in the view.

   4. Information about all filters applied to the visualization.

8. You can also specify whether to maintain Measure Formatting. When this option is selected, all the measures will be exported in the formats defined for them (if any) in the dataset or semantic model properties.

9. Click Export. The data cards will be exported in a single bundle in zipped format, with one CSV file per card.

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Selecting filter cards for exporting

You can hide cards for PDF or Image format. For CSV, you can deselect data cards that you do not want to export.

To select filter cards for exporting, perform the following steps.

1. From the Toolbox, choose Workbooks and select a workbook.

2. Create or select an existing dashboard.

3. From the Options menu at the top right, choose Export. The Export dialog box is displayed.

For PDF	For Image	For CSV

For PDF	For Image	For CSV
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