3.3.6 Exporting a Viewsheet for Viewing

To export a copy of the Viewsheet into Excel, PowerPoint, or PDF format, follow the steps below:

1. Click the 'Export' button in the Viewsheet toolbar. This opens the 'Export' dialog box.

2. Select the Content tab, and make the following selections:

a. Choose the export type: 'Excel', 'PowerPoint', 'PDF', or 'Snapshot'.

 

See Importing Assets in Administration Ref­erence for details on incremental deploy­ment.

The 'Snapshot' option produces a portable version of the dashboard that incorporates an embedded (static) copy of the underlying data. This “snapshot” dashboard can be loaded into another server installation via incremental deployment or into other InetSoft products such as Style Scope Free Edition (http://www.dashboardfree.com).

b. Select 'Match Layout' to obtain the closest possible match between the appearance of the exported copy and the original Viewsheet.

c. Select 'Current View' to include the current state of the Viewsheet in the exported file.

d. Select the bookmarks that you wish to include in the exported file. The selected views are converted to individual pages (PowerPoint and PDF) or sheets (Excel) in the exported copy.

Note: An 'anonymous' user cannot save to the repository, and a Snapshot cannot be saved to the repository.

3. Select the Location tab. Choose 'Desktop' to save the exported file onto the local machine. Choose 'Repository' and select a repository location to save the exported file onto the server.

When you export a Viewsheet to the repository, the Viewsheet will appear (with a different icon) within the repository tree, but will not be supplied with live data. Rather, the exported Viewsheet will exist as an “archive,” reflecting the state of the data at the time that the export was made.

 

4. Click 'OK' to close the dialog box and proceed with the export.

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