Exporting Data

Exporting data

The Data Exchange reports allow you to export data from visualisations such as graphs and pie charts, to excel, PDF or as an image.

Data exported to excel will save as an .xlsx file.

Table 1 – Filter applied area navigation items (Refer Figure 2)

ITEM / DESCRIPTION
/ Select the Camera icon to add an item to the snapshot library.
/ Select the Open snapshot library to select pictures to use in PowerPoint style presentations.
/ Select the Open exploration menu item which will take you to the chart or table you are viewing. Here you can change the appearance and presentation of the chart or table.
/ Select the Export as an imageor to PDFbutton to export the image.
/ Select the Exportdata button to export the story to Excel.

Access the required report and select the visualisation that you wish to export.

Figure 1 – Case sheet with graph highlighted

Right click on the selected image and an options pop up box will display.

Figure 2 – Case sheet with graph highlighted (Refer Table 1)

Select Export data and a pop up box will display with the following export options:

Export as an image
Export to PDF
Export data

Figure 3 – Export options

Exporting data as an image

When Export as an image is selected from the options pop up box, the Image settings pop up box will display.

Figure 4 – Image settings pop up box

You can leave the image in its current setting or select to change the settings.

The Custom settings will display.

Figure 5 – Image settings pop up box highlighting the Custom fields

Change the settings as required and select.

You can also select the type of file format that you would like the image to be.

At theType of file field, select the drop down arrow and the optionsof Jpeg and Png will display.

Figure 6– Image settings pop up box highlighting the Type of file options

Select.

Select the Click here to download your data filehyperlink that displays in the Image settings pop up box (Figure 7).

Figure 7 – Click here to download your image file hyperlink

Select the options required for the download.

Figure 8 – Options required for download pop up box

If required, select to stop the download.

When is selected, the below Internet Explorer Security pop up box will display.

Select to continue the download.

Figure 9 – Internet Explorer Security pop up box

When is selected, the below “Open” options become available (Figure 10):

Figure 10 – Open options

When is selected, the below Internet Explorer Security pop up box will display.

Select to continue the download.

Figure 11 – Internet Explorer Security pop up box

When is selected your File explorer will display with the file saved in the Downloads folder (Figure 12):

Figure 12 – File explorer page

Once opened or saved, the image will display as below.

Figure 13 – Image view

When is selected the View Downloads – Internet Explorer pop up box displays with your download included:

Figure 14 - View Downloads – Internet Explorer pop up box

Exporting data to PDF

When Export as a PDF is selected from the options pop up box, the PDF settings pop up box will display.

Figure 15– PDF settings pop up box

Select the drop down arrow to change the Paper size and Orientation fields. Use the radio buttons to change the Aspect ratio options.

Select .

Select the Click here to download your data filehyperlink that displays in the PDF settings pop up box (Figure 16):

Figure 16– Click here to download your PDF file

Select the options required for the download.

Figure 17 – Options required for download pop up box

If required, select to stop the download.

When is selected, the PDF screen will display.

Figure 18 – PDF view from Open option

When is selected the below “Open” options become available (Figure 19):

Figure 19 – Open options

When is selected, the PDF screen will display.

Figure 20 – PDF view from Open option

When is selected your File explorer will display with the file saved in the Downloads folder (Figure 21):

Figure 21 – File explorer page

Once opened or saved, the image will display as below.

Figure 22 – PDF view from Open folder option

When is selected the View Downloads – Internet Explorer pop up box displays with your download included:

Figure 23 - View Downloads – Internet Explorer pop up box

Exporting data to Excel

Select from the options pop up box, and the Export complete pop up box will display.