Skip to main content

Export

The Export feature lets you download the current version of your open visualization. Before exporting, make sure that your page setup is configured correctly to guarantee the optimal display in the exported file.

You can export content from views, dashboards, reports, and workbooks.

When to export a visualization​

  • Sharing data: Provide information to people who don't have access to the platform.
  • Analyzing and archiving: Work with data offline or keep a long‑term record of your results.
  • Preparing presentations: Add charts or dashboards to slides or documents without recreating them.
  • Integrating with other systems: Use your data in external tools, automated workflows, or third‑party services.

Export a view, dashboard, or report​

For dashboards, image quality also depends on the dashboard resolution scaling setting on the Settings page. Higher scaling increases resolution and file size.

  1. Open the worksheet, chart, dashboard, or report that you want to export.
  2. Double-click it, or select Open from the context menu.
  3. In the Toolbar on the right, select the sharing icon to expand the menu.
  4. Select Export.
  5. In the dialog, choose an export format. Available formats vary by visualization type:
    • Worksheet – PDF, Excel (.xlsx), Excel (.xls), CSV, XML
    • Chart – PDF, Excel (.xlsx), PNG
    • Dashboard – PDF, Excel (.xlsx), PNG
    • Report – PDF, Excel (.xlsx), Excel (.xls)
  6. Click Confirm.
  7. When the download notification appears, select Download.
  8. The file is generated using the current page setup (if applied) and saved to your browser's default download folder.

note

Starting with Version 2023 Release 8 (July), HTML export is no longer supported.

Export a workbook​

  1. Open the workbook that you want to export.
  2. Double-click it, or select Open from the context menu.
  3. In the Toolbar on the right, select the sharing icon.
  4. Select Export.
  5. In the dialog, configure the export properties.
  6. Click Export.
  7. The file is generated using the current page setup (if applied) and saved to your browser's default download folder.

Properties for exporting a workbook​

PropertyDescription
Output formatChoose the export format: Excel (.xlsx), PDF, CSV.

If you export to Excel and a sheet name exceeds 31 characters, the export will warn you and shorten the name to meet the Excel limit.
Sheets to exportSelect the sheets you want to include in the exported file. All sheets are selected by default.
File nameEnter a name for the exported file. By default, the file uses the workbook name. If you select CSV, only the current sheet is exported.
Password (optional)Add a password to protect the exported file.