Export to Excel from platform analytics list visualization

Bradley Ross
Tera Guru

Normal users on the platform can't dot-walk to add fields to a standard list view. Regular users are able to dot-walk when building a classic list report. If a user is trying to create a list with dot-walked columns that they can export to Excel, creating a classic list was a great option. 

 

When classic reports are replaced with data visualizations in Platform Analytics, regular users are able to create a simple list visualization with their dot-walked fields, but I don't see a way to export the data from the simple list to Excel or CSV. @Thomas Davis suggested posting the question here. 

1 ACCEPTED SOLUTION

Slava Savitsky
Giga Sage

Have a look at this article from the product documentation. I think it answers your question.

View solution in original post

9 REPLIES 9

Slava Savitsky
Giga Sage

Have a look at this article from the product documentation. I think it answers your question.

You're right! Thank you. I see that you have to be editing the data visualization to see the export option. I'm not seeing it on the dashboard view. This should still suffice for my use case. 

Julie21
Tera Expert

Hi. I've experienced the same issue. The problem for me is that if I go to edit mode of the data visualization, I miss the filters set on the dashboard. So is there a way to export the list to excel while keeping the filtering conditions set on the dashboard? @Slava Savitsky 

Niranjan2
Tera Contributor

Hi. I've experienced the same issue. In the old reporting interface where simply right clicking a column of the report, will show a option to export to CSV, same feature is not available in performance Analytics Data Visualizations. I can export only Excel/PDF. Post upgrade to Washington release could no longer access to old reporting interface.

 

looking for suggestions to Export to CSV