Dashboard Export

Overview

Through the Dashboard Export feature, users can save the Dashboards they designed in Guandata BI as PDF files, which is convenient for use in meetings, reports, or presentations. In addition, users can also export Dashboards as Excel files for further data processing and analysis. If users need to insert Dashboard content into other documents or presentations, they can also export Dashboards as image formats.

In addition, Guandata provides users with two export methods: regular export and offline export.

Regular Export

Batch Export to Excel

If you need to batch export cards in a page, you can use the batch export Excel feature.

1. Select the target page, click Export in the upper-right corner to open the toolbar, and select Batch export to Excel.

2. Enter the batch card selection interface. At this time, you can click Select All to select all cards that can be exported by default; if there are more than 50 cards that can be exported in the Dashboard, the export of cards exceeding 50 automatically switches to offline export, and every 50 cards generates an export task, requiring multiple files to be downloaded.

3. Click Batch export to Excel. A pop-up appears where you can configure format, export options, storage method, and other settings.

   • Format: If Excel format is selected, cards are exported in data detail mode, and Complex Reports also include style formats (WYSIWYG). If Table Data format is selected, both cards and Complex Reports include the configured style formats when exported.
   • Export Options: You can set direct export, or export filter conditions in Excel as well;
   • Storage Method: Supports choosing to export multiple card data into one Excel, or export as different Excels.

Click OK to start exporting. After export is complete, you will receive a notification and can download the files locally.

Batch Export to PDF

If you need to batch export page content under different filter conditions, you can use the batch export PDF feature.

1. Select the target page, click Export in the upper-right corner to open the toolbar, and select Batch export to PDF.

2. In the pop-up, select and add filters, select target fields. If you need to specify field values, you can fill them in the input box after the filter, with multiple values separated by English comma ",".

   Note

   A maximum of 5 filters can be added.

3. Enter the recipient email address. If there are multiple recipients, separate the addresses with an English comma ,. Click OK, and the exported PDF will be sent to the recipients by email.

Export to PDF

Select the target page, click Export in the upper-right corner, select Export to PDF, and the page PDF will be downloaded locally.

Export to Word

Guandata BI supports exporting Dashboards as Word, meeting the need to edit boards after export, avoiding users having to edit local documents from scratch, which can improve work efficiency.

Click Export at the top of the page and select Export to Word to export the page as a Word document.

Word export has the following limitations:

• Page layout is not preserved, only exported in layout order with one card per row;
• Layout components are not exported, only cards inside them are exported;
• Table cards are exported as editable, but only advanced calculations and data formats (decimal places settings are not carried) are preserved, column width, conditional formatting, primary/secondary metrics, sparklines, ranking, merged cells, and other complex styles are not carried;
• Regular table export row limit is 999 rows, Chinese-style Reporting can only export the first page of pagination;
• Text cards/Rule Insight cards are exported as editable but without styles;
• Other charts are exported as images;
• Cards not supported for export: Filter, Complex Report 2.0, Spreadsheet-style Data Entry;
• Exported by default in light theme.

Export as a Picture

Select the target page, click Export in the upper-right corner to open the toolbar, select Export as a Picture, and the page will be exported as a PNG image and automatically downloaded locally.

Offline Export

Initiate Offline Export

For all export-related features of Dashboards and cards, two seconds after initiating the export operation, a Switch to an offline task prompt appears. Click it to submit the current export task to the system background for offline export, which will not affect your continuing other operations.

You can view your offline export task progress in the Export Center.

View Export Progress

Hover over the Export Center icon to view the progress of the last 5 export tasks and download them directly.

Click the Export Center icon to open the export center, where you can view export records from the last three days and download, cancel, or delete tasks.

• Export Successful: The system sends an Export Complete notification, and you can download the exported resource locally.
• Export Failed: The system sends an Export Failed notification, and you can view the failure reason in the export center list.

Export Center

In the Export Center, users can view the export progress of resources, as well as all export records of their own resources, and can perform different operations on resource tasks in different export states. Specific introductions are as follows:

Resource Scope

Supports users in exporting Dashboards, Cards, Metrics, Datasets, Data Extraction, Data Portals, Data lineage, and other resources.

List Display

The Export Center list only displays regular export and offline export operation records from the last three days, and supports fuzzy search by resource name, and querying specific export records by resource type and task submission time range.

Operation Settings

For resource tasks in different export states, users can perform different operation settings.

• Queuing: The system has a limit on the number of platform-level parallel export tasks. When tasks are crowded, queuing occurs; users can perform Cancel, after which the task is completed and no longer exported;
• Exporting: When the task has started exporting, it is displayed as exporting; users can perform Cancel, after which the task is completed and no longer exported;
• Canceled: After successful cancellation, it is displayed as canceled; users can Delete records;
• Completed: After a successful export, it is displayed as completed; users can Download files locally and Delete records;
• Failed: When the task cannot be exported, it is displayed as failed and shows the specific failure reason; users can Delete records;

For records that meet the conditions, batch Cancel, Download, and Delete operations are supported.