The data used to present the dashboard or report currently active in the item viewer can be exported to a Microsoft Excel file (*.xlsx). The exported data is based on the currently displayed view. To update the view of the dashboard or report to reflect the most recent data, click Refresh in the View ribbon group.
For more information on exporting individual dashboard items, see Exporting or Printing Individual Dashboard Items.
To export dashboard or report data to Microsoft Excel:
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Either click Export Data in the Actions ribbon group or select Export to Excel or Export Report to Excel from the right-click menu within the dashboard or report.
The Save As dialog box is displayed.
Data from each data provider is added to a new sheet in the exported spreadsheet. For example, if a dashboard contains data from two data providers, the spreadsheet will contain two sheets, one with the data from each data provider.
The following considerations apply when exporting dashboard or report data to a Microsoft Excel spreadsheet:
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Special characters in data provider names (for example, "\/*:[]") are replaced with an underbar (_).
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Data provider names that are longer than 31 characters are truncated at 31 characters.
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Duplicate data provider names are given system-generated unique names.
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For any cells containing text, any text that would begin with an equal sign (=), a plus sign (+), a minus sign (-), or a commercial at sign (@), a single space will be added to the beginning of the cell. This is necessary to prevent the values from being executed when the spreadsheet is viewed.
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For cells that contain only numbers, negative numbers will have a single quotation mark (') added to the beginning of the cell. This is necessary to prevent the values from being executed when the spreadsheet is viewed.
Exporting a report using Export Data exports all of the available data for that report. To export a report using the column selections and groups in use in the report, right click on the report and select Export Report to Excel.