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

Becky Lineberry
Tera Contributor

Chiming in to say we have the same issue - this is a big miss from SN if we cannot replicate the easy export our customers enjoy with their current dashboards. I have many dashboards with a list report on them so the user has the option to right click, export, and do their own analysis if what they want isn't shown already. Is the only solution now to tell them to dig through the visualization library and apply their own filters? These are data consumers, not dashboard designers, and they won't have training on all that. The two-click export right now is solid and I do not want to lose that functionality. 

Steve from Dall
Tera Contributor

Hello. I am trying to make dashboards that provide self-help and one-stop shop for support groups. Our bosses love to filter their own data and export for urgent reporting. Are there improvement coming in future updates?

Keep you eyes open for the new List component we are so far expecting to release in Zürich.

Joe Governali
Tera Contributor

Not sure if this is still an issue for some - I found that if you click "view all" at the bottom righthand corner of a list visualization you can then export as expected.  When you click "view all" the list is opened in classic UI list view - you can then right-click the column header and download normally

I tried that and it worked for me, but I ran into an exception. The "view all" option is only available when the row count is greater than the "maximum rows" set for that list control. This is probably why I didn't come across this option. Thanks for brining that up. Now I know!