Export Visuals

Export your visuals in a variety of formats, as an image or data you can share with others.

Exports do not support special characters. If names associated with your visual, such as visual name, display name, or data source name contain special characters, update the name before export.

You can export your data from your visuals in several formats:

• Screenshot (PNG) - an image
• PDF - an image
• Visual Data
  • CSV - Comma separated values file
  • XLSX - Excel compatible file
• Raw Data
  • CSV - Comma separated values file
  • XLSX - Excel compatible file

Grouped table data can't be exported as raw or aggregate visual data.

Export Visual as an Image

To export a visual as a screenshot or PDF:

1. Select Export from the visual drop-down menu. Select an export option for your visual.
2. Select an image format on the submenu, Screenshot (PNG) or PDF.
3. If you select Screenshot (PNG), the screenshot is prepared and automatically downloaded by your browser.
4. If you select PDF, the Export as PDF dialog opens.
   
5. Use this work area to optionally:
   1. Enter a header and footer for your PDF.
   2. Enable Add Username to include your username on the PDF.
   3. Enable Add Timestamp to add a date and time stamp to the PDF.6.
6. Select Export. Insights prepare a PDF downloaded by your browser.
    

Export Visual Data in CSV or XLSX Format

When you export data from your visuals to XLSX, numeric fields are exported as numbers. Dates are exported as dates in ISO 8601 format. When you export raw data to csv format, both numeric and date fields are exported as strings.

To export visual data in CSV or XLSX format:

1. Select Export from the visual drop-down menu. Select an export option for your visual.
2. Select a file format on the submenu, Visual Data > CSV or Visual Data > XLSX.
3. If you select CSV, the Export as CSV dialog opens.

Accept or change the file name, then select Export. Insights prepare a CSV file downloaded by your browser.

4. If you select XLSX, the Export as XLSX dialog opens.

Accept or change the default settings:

• • • Accept or change the file name.
    • Select Add Time Bar filter description to exported file to include in the export.
    • Select Add Visual filter description to exported file to include in the export.

5. Select Export. Insights prepare an XLSX file downloaded by your browser.

Export Raw Data in CSV or XLSX Format

When you export raw data from your visuals to XLSX, numeric fields are exported as numbers. Dates are exported as dates in ISO 8601 format. When you export raw data to csv format, both numeric and date fields are exported as strings.

To export raw data in CSV format:

1. Select Export from the visual drop-down menu. Select an export option for your visual.
2. Select a file format on the submenu, Raw Data > CSV.
3. The Export as CSV dialog opens.

4. Accept or change the default settings:

• • • Accept or change the file name.
    • Specify the Number of Records to include in the export. The default is 1,000.
    • Select a field to sort the data included in the export. The default for Sort by field is none. Depending on the field type selected, you have sort order options you can use to organize your data.

5. Select Export. Insights prepares a CSV file downloaded by your browser.

To export raw data in XLSX format:

1. Select Export from the visual drop-down menu. Select an export option for your visual.
2. Select a file format on the submenu, Raw Data > XLSX.
3. The Export as XLSX dialog opens.

4. Accept or change the default settings:

• • • Accept or change the file name.
    • Specify the Number of Records to include in the export. The default is 1,000.
    • Select a field to sort the data included in the export. The default for Sort by field is none. Depending on the field type selected, you have sort order options you can use to organize your data.
    • Select Add Time Bar filter description to exported file to include in the export.
    • Select Add Visual filter description to exported file to include in the export.

5. Select Export. Insights prepare an XLSX file downloaded by your browser.