How To Export from a Platform Analytics Experience Dashboard?

[DavidB-ADT]

Starting to migrate dashboards into the Platform Analytics Experience, but there seems to be no way to export data from a simple list on the dashboard? In the classic experience, you can right-click on the headers and choose from the export options (Excel being the most relevant).

I've seen that you can export from a Data Vizualization, but that doesn't suit our use cases, as we need to be able to apply interactive filters to the list prior to exporting. For example, we have a dashboard used by our Finance Team to filter and download CapEx expense lines generated from time cards each fiscal period. They need to be able to filter by date, and time card approval date prior to exporting.

The 'View All' option seems like a work-around, but my other gripe is that it loads up the filtered view in a classic list screen, but doesn't keep the columns from the dashboard - instead just applying the default view on that table instead. I guess I can create a specific 'View' on the table and train my excel-happy finance team how to change views, but this seem like a backwards step for the 'Next Experience'. 

(Note: I tried showing Finance how to use a Report, but editing in-line filters is beyond their brain capacity, especially since there's 5 other fixed filters required apart from dates - hence the need for interactive filters on a dashboard).

Does anyone have a decent solution for exporting from PAE Dashboards?

If someone from the PAE team sees this post: Exporting is a basic feature that your dashboards should have - could you prioritize that on your backlog, please? Thank you!

[DavidB-ADT]

Thank you for the update - most useful! 🙂

[Pam Reid1]

Is there any chance that the simple list exporting would possibly be available sooner?  we were hoping to migrate to Platform Analytics by around April 2025, however, this lack of export is a show stopper for us.  many of our users export their data.

Another thing we have we have found , adding fields to the visualization one by one is extremely inefficient.  Having the ability to check all the columns you want to add would be better similar to when you use the personalize gear on the dashboard.  One at a time, with it closing, then click add > scroll to the field > apply, click add, etc repeat.  

Looking forward to the exporting and pagination.  I was hoping lists would work at minimum the same as previous or better but this is not the case.