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Export Dashboard

Exporting is the best way to share the entire dashboard or just a single scenario from your dashboard. Exporting can also be useful to create a backup. Wyn Dashboards provide the following export options as described below:

Image: Exports the dashboard as an image saved in the PNG or SVG format.

PPT: Exports the dashboard in a PPT format.

Data: Saves the data of a dashboard scenario in an Excel file (in .xlsx format).

Raw Data: Exports the raw dashboard data of the selected scenario in an Excel file (in .xlsx format).

Note: Exported dashboards and dashboard scenarios are available in your system's Downloads folder.

Export Data of a Dashboard Scenario

Follow the below steps to export data of a dashboard scenario.

  1. In the Dashboard Viewer, hover on the dashboard scenario to export data.


    Selecting dashboard scenario

  2. Click the Export button corresponding to the scenario and select Export Data or Export Raw Data.

    Revenue


    Dashboard scenario data is saved in a tabular format in the Excel file.

    Note: For data tables, use the Export Data of Current Page or the Export Data of All Pages option to export the data.

    Exporting data in data tables

  3. Now, navigate to the Downloads folder and open the Excel file.


    Viewing the excel file

Export Dashboard Scenario as an Image

Follow the below steps to export the dashboard scenario as a PNG or an SVG image.

  1. In the Dashboard Viewer, hover on the dashboard scenario that you want to export.


    Selecting dashboard scenario

  2. Click the Export button corresponding to the scenario and select Export SVG Image. To export the dashboard scenario as a PNG image, select Export PNG Image.


    Note that the Export SVG Image option is not available in the case of tables (including data tables, pivot tables, and KPI matrices) and card chart scenarios.

    Revenue-SVG


    The dashboard scenario is saved as an image in SVG format.

  3. Navigate to the Downloads folder and open the SVG image.

Export Complete Dashboard

Follow the below steps to export the complete dashboard as a PNG image or PPT.

  1. In the Dashboard Viewer, click the Export button on top of the viewer.


    Export button in the Dashboard Viewer

  2. In the Export dialog, specify the Export Format for the dashboard, that is, PNG Image or PPTPNG Image exports the dashboard as a PNG image and PPT exports the dashboard as a PPT.


    Export dialog

  3. Select the dashboard pages you want to export, such as the current page, all pages, visible pages, or custom pages.

  4. Choose whether you want to export the dashboard pages on a single page or multiple pages. For exporting the complete dashboard, select All Pages in the Export dialog.

  5. After specifying all the export options in the dialog, click OK.


    It takes a few minutes to export the dashboard and till then the dialog shows you the export progress as shown below.


    Export Progress meter

  6. After the dashboard is successfully exported, open the image to view the exported dashboard. The following image shows the dashboard pages exported to a single image.


    Exported Dashboard on a single image

Adding an Export Command to an Image

You can turn any image in your dashboard into an export button by assigning it a command action. This is useful when you want to allow users to quickly export a specific scenario or data visualization directly from the dashboard view.

In this example, we’ll configure an image placed on a dashboard to export a scenario when clicked.



Steps

1. Add the Image to the Dashboard

  1. In the Dashboard Designer, drag and drop an Image component onto the dashboard.

  2. Place it wherever you want — for example, in the top-right corner of your dashboard.

  3. Upload or select an image file (such as an export icon).


2. Set the Click Action to Command

  1. With the image selected, go to the Inspector tab.

  2. Scroll down to the Interaction section.

  3. Under Click Action, open the dropdown and select Command.


3. Add the Export Command

  1. A Command property will appear. Click + Add next to it.

  2. In the Command Setting window that opens, use the Command dropdown to select Export.

  3. Under Scenario, select the scenario you want to export from the dropdown list.

  4. Under Export Type, choose one of the following options:

    • Export PNG Image – exports the scenario as a PNG file.

    • Export SVG Image – exports the scenario as an SVG file.

    • Export Data – exports the scenario’s underlying data.

  5. Click OK to confirm and close the Command Setting window.




4. Preview and Test

  1. Click Preview in the top ribbon.

  2. In the preview mode, click the image you configured.

  3. The export action you selected will automatically trigger — exporting the chosen scenario in the selected format.


Result

Your image now acts as an export button within the dashboard. When users click it, the configured scenario is immediately exported according to the specified export type.