Export option available on some indicators but not others

damianfell · 3 weeks ago

I have just created some PA indicators - in our new Australia instance and have hit a strange problem:

My new Automated indicators, when viewed in the KPI Details screen, with show records enabled do not have the Export button available, whereas Out of the Box Indicators do have the Export button available.

I have compared the indicator definitions and the data source definitions of both and can see no obvious setting that controls this, does anyone know why this may be and how to fix it?

Unfortunately all the Web, AI, and community forum searches keep highlighting an older known issue about the export button being missing pre-Zurich and I can't seem to get past the answers that say to upgrade, so before anyone suggests that I'll point out that we are on the latest Australia patch, and that the button appears on some indicators and not others..

damianfell · 3 weeks ago

OK so I think I found the smoking gun, and it's nothing to do with PA, thanks to @jeffrubinoff comment I started investigating how the KPI Details view is displaying the list.

I found that the same scenario was hitting lists in SOW, and CMDB Workspace, basically any table that was a child table of cmdb_ci_service didn't have the export button in a workspace list view.

There is a list action record created by installing Digital Portfolio Managment, that is blocking that on all workspaces and the KPI Details view of a PA Indicator.

For reference its found at the following location in your instance:

/now/nav/ui/classic/params/target/sys_declarative_action_assignment.do%3Fsys_id%3Dd41f954477334210d55fb7714f5a9929

Disabling that list action re-enables the export button on all those list views as a quick fix - it's unclear why this exists and why it's scope is wider than just the DPM workspace.

View solution in original post

VinayKumarKarne · 3 weeks ago

Hi @damianfell

1. Exporting All Indicators
To export a complete list of all Automated, Manual, or Formula Indicators:

In the Application Navigator, enter pa_indicators.list in the Filter Navigator and press Enter.

Apply any desired filters or conditions to the list view.

Right-click any column header (or click the context menu icon), select Export, and choose your preferred file format.

2. Exporting Specific Widget Visualizations
To export data or charts from a specific visualization:

Navigate to Platform Analytics > Data Visualizations.

Open or save the specific visualization/widget you want to export.

Use the export options available directly on the widget menu (the top-right context menu of the visualization container).

Supported Export File Formats
Depending on the visualization style and type, you can export your data in the following formats:

Excel (.xlsx)

PDF (.pdf)

CSV (.csv)

damianfell · 3 weeks ago

Thank you for that response, however I think I may not have explained the issue very well, as your solution is to a completely different problem.

You have given very good instructions of how to export a visualisation, but the issue I am facing is with the missing export button when viewing the data behind the visualisations in the KPI details UI.

To clarify the issue I am looking for help on is that the Export button appears on some indicators and not others, both sets of indicators are automated indicators with records collected:

Working indicator - out of box DPM indicator. Note existence of Export button.

Non Working indicator - recently created automated indicator, Note the absence of the Export button.

jeffrubinoff · 3 weeks ago

Are you sure you have the same access rights to both tables?

damianfell · 3 weeks ago

As in that non-prod environment I'm navigating as admin yes, pretty sure I have the same access.

I am however coming to the conclusion that there must be something different in either the indicator sources or the facts table configurations, rather than the indicators.

I'm able in both of the underlying facts tables to do a normal export from the list views - but I'm wondering if there is a difference in some query view ACL or perhaps a PA property that's restricting indicator source record exports from CMDB tables.