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Exporting a visualization

You can view and interact with a visualization outside of Numerify360 for IT Web, by exporting the visualization from within a dashboard. The following export formats are available:

• Data: Save the data in a visualization as a tabular CSV file. For example, a Graph visualization contains a combination graph that displays revenue data across several different product categories. You can save the data in the visualization as a CSV file, with revenue data for each product category displayed in a tabular format, with values separated by commas.
• PDF file: Export the visualization to a PDF file in a reader, such as Adobe Reader. You can view the PDF on any device with a PDF reader, such as another computer, a Linux machine, a Nook, or a Kindle.
• Excel file: Export the visualization to a stand-alone Excel file, to view and interact with the data outside of the Web.

The exporting formats available vary based on the type of dashboard and the type of visualization you are exporting.

Prerequisites

This procedure assumes you have already created the visualization you want to export.

You must have the Web Edit Dashboard and Web Run Dashboard privileges.

Steps to export a visualization

1. Click the name of the dashboard that contains the visualization to execute the dashboard.
2. Hover the cursor over the top of the visualization to export, then click the arrow icon in the top right. Point to Export, then select one of the following:
   • To export the visualization as a CSV file, select Data. The Select Location for Download dialog box opens. Navigate to the location in which you want to save the CSV file and specify a name for the file in the File Name field. Click OK. The CSV file is saved.
   • To export a visualization as an Excel file, select Excel. The File Download dialog box is displayed. Do one of the following:
     • To open the Excel file, click Open. The visualization is exported and displayed in a browser window.
     • To save a copy of the Excel file, click Save. The Save As dialog box opens.  Navigate to the location to save the Excel file in, and specify a name for the file in the File Name field. Click OK. The Excel file containing the visualization is saved.
   • To export a visualization as a PDF file, select PDF. The visualization is exported and displayed in a browser window.

   Related concepts

   Saving and exporting a dashboard

   Related tasks

   Saving a dashboard

   Printing a dashboard

   Exporting a dashboard