Export guidelines and examples

  • Release version: Zurich
  • Updated August 8, 2025
  • 1 minute to read

    • In your prompts for the dashboard and visualization export skill, you can describe the export you want with a variable amount of detail. You are prompted for any necessary information that is missing. Before the export runs, you are asked to review the request, giving you a chance to change any options.

    Figure 1. Export request review
    Prompt to review a request to export a dashboard.
    Here are some example requests with different levels of detail, to use in different circumstances:
    Export this visualization to PowerPoint
    If you have a dashboard or data visualization open, you do not have to specify the name. Now Assist is aware of the context. For this request, you would be asked for the export method.
    Export visualization Asset lifecycle by state to PPT
    If you do not have the dashboard or visualization open, either specify its name or choose it from the list. Always specify whether you want to export a dashboard or a visualization.
    Export and email Usage Overview dashboard
    As there are several dashboards with Usage Overview in the name, you are asked which one to export.
    Prompt to select from several dashboards with names similar to the name in the request.
    Export to PowerPoint the Reports Usage tab of the Analytics Usage Overview dashboard
    You can export an entire dashboard or a selected tab to PowerPoint. You can only export entire dashboards to PDF.
    Export this dashboard to PowerPoint with applied filters
    In this case, you export the open dashboard and apply any filters on the dashboard as a whole and on any tabs. If you export a dashboard tab with applied filters, you apply only the top-level dashboard filters and the filters on that tab. You can apply filters only when exporting to PowerPoint.