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:
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.
To export a dashboard to PDF, perform the following steps.
From the Toolbox, choose Workbooks and select a workbook.
Create or select an existing dashboard.
From the Options menu at the top right, choose Export.
From the File Format, choose the PDF option.
Select the Include Dashboard Title and Include Card Information checkboxes if you want these included in the PDF.
Click Export.
To export a dashboard as an image, perform the following steps.
From the Toolbox, choose Workbooks and select a workbook.
Create or select an existing dashboard.
From the Options menu at the top right, choose Export.
From the File Format, choose the Image option.
Select the Include Dashboard Title and Include Card Information checkboxes if you want these included in the image.
Select the Image Format from PNG or JPG.
Click Export.
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.
From the Toolbox, choose Workbooks and select a workbook.
Create or select an existing dashboard.
Click the ( ⋮ ) menu on the card you want to export and choose Export.
For Format, choose Image, PDF or CSV.
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.
For PDF: Choose to export the viz. image (the visualization) and data (in tabular view) or just the visualization.
For CSV: Choose the line and field separators and optionally, the enclosed separators. Select whether to include the header and keep the measure formatting.
Click the checkbox to Zip the export results.
Click Export.
To export multiple data cards from a dashboard, perform the following steps.
From the Toolbox, choose Workbooks and select a workbook.
Create or select an existing dashboard.
From the Options menu at the top right, choose Export. The Export dialog box is displayed.
Click CSV. A list of all dashboard data cards is displayed. Select the required data card that you want to export.
If needed, modify the Line Separator, Field Separator, and Enclosed by options.
Specify whether to Include headers in the report and whether the resulting file should be a Zipped folder.
Specify whether to Include Metadata in the report. A separate text file is exported that includes metadata as:
Name and description of the worksheet. In the case of dashboard, it should be widget title and description if present.
Name of the underlying semantic model and its last updated date and time.
Field names and descriptions present in the view.
Information about all filters applied to the visualization.
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.
Click Export. The data cards will be exported in a single bundle in zipped format, with one CSV file per card.
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.
From the Toolbox, choose Workbooks and select a workbook.
Create or select an existing dashboard.
From the Options menu at the top right, choose Export. The Export dialog box is displayed.
For PDF | For Image | For CSV |
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In the Export dialog box, you can clear the checkbox to deselect any data cards that are not needed.
Select the Export in multiple pages checkbox to export dashboard with page breaks. This applies to PDF, image, and when you attach PDF or an image while sharing an email.
When you click Export only the selected cards will be exported.
The page break feature allows for the export of multiple pages. It provides options to customize page breaks according to your needs. With this feature, you can set the height for automatically generated page breaks to ensure uniformity. Page breaks are inserted at specified intervals automatically, with a default height of 1000 pixels. The size of the page break, in pixels, can be adjusted when setting breakpoints.
Additionally, at the time of export, you can include page breaks for PDF, or when you share an email. You can also save the page break value that you have set.
Page breaks will not be available in the mobile view.
Dashboards with breakpoints can be exported as PDFs and attached as PDFs in an email.
Multiple-page export is only applicable for PDFs.
To add a page break, perform the following steps.
From the Toolbox, choose Workbooks and select a workbook.
Create or select an existing dashboard.
In the Properties pane, select the Page Break for Dashboard option.
None: Use this option when no page breaks are applied.
Auto: Use this option when page breaks are applied at constant intervals (min 100px). You can also adjust the height of the page breaks by using the Height list.
Custom: Use this option to add page breaks manually. You can hover over the page and drop the indicator to set the page break.
Click the header, footer & page breaks on dashboard canvas checkbox for controlling and managing page breaks and header and footer.
Click Save.
You can add a header or footer when exporting multiple pages. This feature provides options to customize the header or footer according to your needs. To add a header or footer to the dashboard, select 'Header,' 'Footer,' or 'Both.' You can also configure the height of the header or footer.
Note
The minimum applicable value is 50px.
Using the Show header, footer & page breaks on dashboard checkbox, you can control the visibility of the header, footer, and page break configurations on the dashboard. If you clear the checkbox, any previously applied configurations remain active; it simply hides the interface that displays these settings on the dashboard.
To export in multiple pages with header and footer, enable the Export in multiple pages checkbox.
Configuration for the header, footer, and page breaks must be applied, meaning page breaks should not be set to None, and valid page breaks must be present on the dashboard. Additionally, exporting in multiple pages is only applicable for PDFs; this option will not be available when the file format is set to Image or CSV.
To add a header or footer, perform the following steps.
From the Toolbox, choose Workbooks and select a workbook.
Create or select an existing dashboard.
In the Properties pane, select the Page Break for Export option.
None: Use this option when no header or footer is applied.
Header: Set the header height.
Footer: Set the footer height.
Both: Use this option to set both header or footer on the Dashboard.
Click the header, footer & page breaks on dashboard canvas checkbox for controlling and managing page breaks and header and footer.
Click Save.