Export a visualization from the Visualization Designer

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • Export individual data visualizations to various formats and sizes. Download the exports or share them over email.

    Before you begin

    Role required: You can export any visualization that you created or that was shared with you. Users with the admin or viz_admin role can export any data visualizations.

    About this task

    Note:
    You cannot export calendar reports or indicator scorecards.

    Procedure

    1. Navigate to All > Platform Analytics > Library > Data Visualizations.
    2. Select the Data Visualizations tab.
    3. Select the visualization that you want to export.
    4. From the More actions menu (), select Export.

      Export option in More actions menu
      The Export Visualization dialog opens.
    5. In the File to export section, configure the following information.
      Field Description
      File type Export data visualizations in PDF, PNG, or JPEG format. Select Embedded PNG to embed a PNG in the email body instead of sending it as an attached file or ZIP. You can edit the email around the image.

      List - Simple visualizations can be exported as PDF or Excel files.
      Page format Select Letter, A4, or A3 to correspond to the paper dimensions of the printed visualization. If you are exporting a pivot table, you can select Dynamic to resize the visualization to the page being viewed.

      You cannot set page format for List - Simple visualizations.
      Orientation Choose Portrait or Landscape. You cannot select the orientation for Pivot tables with Dynamic format or for List - Simple visualizations.
    6. Under Delivery, select Download file or Send file via email.
      • When you choose to download the file, a Download button is available after the export is complete. The file, named <visualization-name>.<filetype>, is downloaded to your default local destination.
      • When you send the file by email, you can select users and groups on your instance or any allowed email address. Security constraints may restrict who you can email. You also must specify a subject, and you can add a message. When you are done, select Export.
        Note:
        To send email to persons who are not on your instance, you need to have outbound email configured. See Outbound Email Configuration in the Developer Site.