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Exporting Data

End User

While viewing reports interactively in DataCentral is the primary way to consume analytics, you may occasionally need to extract the raw data for further analysis in tools like Excel, or save a static copy of a report for a presentation.

DataCentral provides several ways to export data, depending on what your administrator has enabled.

1. Exporting Data from a Visual​

The most common export task is downloading the numbers behind a specific chart or table on your report.

  1. Hover your mouse cursor over the visual (chart, graph, or table) you want to export data from.
  2. Look for the More options icon (usually three horizontal dots ...) in the top right or bottom right corner of the visual. Click it.
  3. Select Export data from the menu that appears.
  4. A dialog box will appear asking you to choose the export format.

Export Formats​

  • Data with current layout (.xlsx): This is often the preferred option for tables and matrixes. It exports the data to an Excel file, attempting to maintain the grouping and formatting you see on the screen.
  • Summarized data (.xlsx or .csv): This option exports the data that is currently visible in the visual, taking into account any filters or slicers you have applied. If you have filtered a chart to only show "2023", the export will only contain 2023 data.
  • Underlying data (.xlsx): This option exports the detailed rows of data that make up the visual. For example, if a bar chart shows total sales by region, "Underlying data" will export every individual sales transaction for those regions. Note: This option is often disabled by administrators for security or performance reasons.

2. Exporting the Entire Report Page​

If you need a static snapshot of the entire report page (e.g., to include in a PowerPoint presentation or email), you can export the page as an image or PDF.

Note: These options export the report exactly as it appears on your screen at that moment, including any filters you have applied.

Export to PDF or PowerPoint​

  1. Look for the Export button in the main DataCentral toolbar (above the report canvas).
  2. Select PDF or PowerPoint.
  3. The system will generate the file. This may take a few moments depending on the complexity of the report.
  4. Once generated, the file will automatically download to your computer.

Alternatively, you can use your browser's built-in print functionality.

  1. Select Print from the DataCentral toolbar (or use your browser's print shortcut, like Ctrl+P or Cmd+P).
  2. In the print dialog, change the destination or printer to Save as PDF.
  3. Adjust the layout (usually Landscape is best for reports) and save the file.

3. Limitations and Security​

  • Row-Level Security (RLS): When you export data, the export is still governed by your RLS permissions. You cannot export data that you are not authorized to see on the screen.
  • Data Limits: There are limits to how much data can be exported at once (typically 30,000 rows for CSV and 150,000 rows for Excel). If your visual contains more data than this limit, the export will be truncated.
  • Administrator Controls: Your Tenant Administrator can disable the ability to export data, print, or download underlying data. If you do not see these options, it is because they have been restricted by your organization's security policies.