Tuesday, March 31, 2015

UF Dashbuilder - Export displayer data to CSV and Excel


Displayer data export demo (select HD)


In short video demo above we demonstrate an interesting new feature that we've just added to dashbuilder, nl. the ability to export a displayer's data set, either to comma-separated-value format, or to excel format. While this is perhaps not a visually very impacting feature, it's without a doubt a very useful one.

The first important thing worth mentioning is the fact that this export can be applied to any type of displayer. In the end a displayer is in fact nothing more than a visual representation of some sort of underlying tabular data, so this is actually quite straightforward.

In the demo we can see a couple of displayers based on some example sales opportunities data. To the left we have a bar chart displayer representing some opportunities by their current pipeline status, and to the right a table displayer with more detailed information about the these sales opportunities. How to create and configure dashbuilder displayers was covered in a previous entry: UF Dashbuilder Displayer Editor & API.

In the first part of the demo you can see how the data export feature can be activated. To do that we have to go to the displayer's actions dropdown and select edit. In the displayer's edit popup window we then move to the display tab where its appearance properties are configured and here, if we open up the 'general' section, we can see 2 new checkboxes have been added for data export, either to csv and/or to excel format. Initially, these checkboxes are set to off, which means that the creator of a displayer has to explicitely enable data export for a specific displayer.

In the demo, a different type of export is chosen for each displayer, and when we return to normal view mode and revisit the actions dropdown, we can see how the new export action has now become now available to us. It's really as simple as that.

The next part of the demo shows how, and this is an important detail, the exported data concerns the currently visualized displayer window, i.e. if the displayer is subject to filtering, as is clearly seen in the demo, the exported data will be filtered accordingly.

That's all, we hope you find this feature useful, please don't hesitate to get back to us with any feedback!

7 comments:

  1. Is it possible to export to PowerPoint?

    ReplyDelete
    Replies
    1. I do not know whether you mean exporting the displayer graph or the whole dashboard layout. None of the cases are still supported though. However, having the ability to export the graph as .jpg or .png or any other image format would be great. We will include such feature in our future roadmap plans. Thanks for the comments.

      Delete
    2. I do not know whether you mean exporting the displayer graph or the whole dashboard layout. None of the cases are still supported though. However, having the ability to export the graph as .jpg or .png or any other image format would be great. We will include such feature in our future roadmap plans. Thanks for the comments.

      Delete
    3. I do not know whether you mean exporting the displayer graph or the whole dashboard layout. None of the cases are still supported though. However, having the ability to export the graph as .jpg or .png or any other image format would be great. We will include such feature in our future roadmap plans. Thanks for the comments.

      Delete
  2. Thanks so much for sharing this awesome info! I am looking forward to see more postsby you!
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    ReplyDelete