2.10.2 Exporting a Dashboard for Editing in Excel

Note: Offline dashboard editing features are available only if product is licensed for Viewsheet Forms.

Dashboards provide several features to assist in offline data editing. You can export data from dashboard Tables and Input Components into an Excel file, edit the data values and make input selections within the Excel file, and re-import the revised data and selections into the dashboard at a later time. This allows you to edit a dashboard offline, while not actively logged into the server.

To export a dashboard for editing (and subsequent importing), follow the steps below:

Note: Do not use the 'Export' button in the table title bar.

1. Press the 'Export' button in the dashboard toolbar.

 

2. On the Content tab, select the 'Excel' export option.

3. Deselect the 'Match Layout' option.

 

4. Under the Location tab, select the 'Desktop' option.

5. Press 'OK' to close the dialog box and export the dashboard.

This saves the Excel file (with the same name as the dashboard) in the browser's default download directory. You can now open the file in Excel, and edit the tables or modify input elements as desired. To re-import the modified Excel data back into the dashboard, see Importing Excel Data into a Dashboard.

See Also

Exporting Table Data for Editing, in Dashboard Design, for information on how to configure editing features.

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