Printing and Exporting
The Dashboard Designer provides the capability to print or export an entire dashboard and individual items.
Printing and Exporting Dashboards
To print or export the entire dashboard, click the button in the dashboard title area and choose the required action.
Print Preview...
Allows you to customize the document before printing/exporting. For instance, the following settings can be changed: the orientation and size of the printed page, page margins, etc.
Printing and Exporting Dashboard Items
To print or export a dashboard item, click the button in its caption and choose the required action.
Print Preview...: Allows you to customize the document before printing/exporting.
Export to PDF: Invokes a corresponding dialog that allows you to export a dashboard to a PDF file with specific options.
Export to Image: Invokes a corresponding dialog that allows you to export a dashboard to image in the specified format.
Export to Excel: Invokes a corresponding dialog that allows you to export a dashboard item's data to the Excel workbook or CSV file.
Print Preview
This document describes the Print Preview window, which displays the dashboard/dashboard item as it will appear on paper.
Specific Options
In the Print Preview, you can change the orientation and size of the printed page, specify the margins, scale the document, etc. You can also customize printing options specific to a dashboard/dashboard item. To do this, click the Options button in the Print group. When previewing the dashboard, the following Options dialog will be invoked:
Show Title: Specifies whether or not to show the dashboard title/dashboard item caption as the printed document title.
Title: Specifies the title of the printed document.
Include | Filters: Allows you to include master filter values to the printed document.
Include | Parameters: Allows you to include parameter values to the printed document.
Position: Specifies the position of the master filter and parameter values in the printed document. You can select between Below and Separate Page.
This dialog can contain different options, depending on the dashboard item.
Export Data
You can export data to different formats.
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Click Print Preview to review the data that you will export.
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Click Export and choose the format. For example, if you want to see the data in Excel, click XLS File.
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The results will show in Excel.
Group Data
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Right-click and choose Show Group Panel.
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You can drag and drop your column groups into the header.
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Giving you different ways to visualize your data.
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You can also filter, move columns, and hide columns.
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Click Print Preview to see your results.
Export to PDF
Invokes a corresponding dialog that allows you to export a dashboard to a PDF file with specific options. The following options are available.
Page Layout: Specifies the page orientation used to export a dashboard. You can select between Portrait, Landscape, and Auto. Note that in the Auto mode, page orientation is selected automatically depending on the horizontal and vertical sizes of a dashboard.
Size: Specifies the standard paper size (for instance, Letter or A4).
Show Title: Specifies whether or not to apply the dashboard title to the exported document title.
Title: Specifies the title of the exported document.
Scale Mode: Specifies the mode for scaling when exporting a dashboard. This option is in effect when Page Layout is set to a value different from Auto.
Scale Factor: Specifies the scale factor (in fractions of 1) by which a dashboard is scaled. This option is in effect if Scale Mode is set to Use Scale Factor.
Auto Fit Page Count: Specifies the number of horizontal/vertical pages spanning the total width/height of a dashboard. This option is in effect if Scale Mode is set to Auto Fit to Page Width.
Include | Filters: Allows you to include master filter values to the exported document.
Include | Parameters: Allows you to include parameter values to the exported document.
Position: Specifies the position of the master filter and parameter values in the exported document. You can select between Below and Separate Page.
Export to Image
Invokes a corresponding dialog that allows you to export a dashboard to an image in the specified format. The following options are available.
Image Format: Specifies the image format in which the dashboard is exported. The following formats are available: PNG, JPEG, and GIF.
Show Title: Specifies whether or not to apply the dashboard title to the exported document title.
Title: Specifies the title of the exported document.
Resolution (dpi): Specifies the resolution (in dpi) used to export a dashboard.
Include | Filters: Allows you to include master filter values to the exported document.
Include | Parameters: Allows you to include parameter values to the exported document.
Export to Excel
Invokes a corresponding dialog that allows you to export dashboard's data to the Excel file. The following options are available:
Excel Format: Specifies the Excel workbook format in which the dashboard's data is exported. You can select between XL SX and XL S.
Include | Filters: Allows you to include master filter values to the exported document.
Include | Parameters: Allows you to include parameter values to the exported document.
Position: Specifies the position of the master filter and parameter values in the exported document. You can select between Below and Separate Sheet.
Specify the required options in the invoked dialog and click the Export button to export the dashboard. To reset changes to the default values, click the Reset button.