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Intro

You can export an individual Visualization Card to a CSV file, or an MS Excel spreadsheet file or PowerPoint presentation. You can also export all of the Visualization Cards on a dashboard to PowerPoint, with one card per slide. If you export all the cards on a dashboard to PowerPoint, any non-visualization cards (such as Notebook, Document, or Sumo Cards) may not be exported. If you have filtered card data in either the dashboard or card Details view, those filters remain in place when the cards are exported. Learn more about adding filters to your chart. The exception to this is filters that have been set for the card in the Edit view. These filters are considered implicit elements of the card. Even if you modify these filters in Analyzer, they are retained in the exported version of the data. Likewise, if the data in a card is filtered due to PDP policies, those filters apply to the exported version. You can also export all the cards on a dashboard as a slideshow in Domo and then download it as a Microsoft PowerPoint presentation. This is essentially the same as using the Export as PowerPoint option discussed in this topic but requires extra steps. However, it also provides additional options not available when downloading directly to PowerPoint. For more information, see Exporting Publications. You can also export a card’s drill-down layer. For more information on how to do so, see Exporting Data from a Drill Path.
Notes:
  • When you export a Visualization Card to a Microsoft PowerPoint presentation, it appears as is, in its card state.
However, when you export a card to Excel or CSV file, only the data from the card is pulled; graphical elements of the card only appear when exporting to Excel.
  • The limit for exported files is 4MB in.
  • When exporting to Excel, up to 3 million cells of data can be exported from a Mega Table and 1.5 million cells from a Pivot Table. Only data that is displayed on the card is exported. The default number of rows exported from a Mega Table is 100k, and 50k for Pivot Tables.
  • The max export for Mega Tables is approximately 3 million cells divided by the number of columns.
  • HTML tables are not limited to 1 million cells.
  • For Pivot Tables, the limit is applied to the DataSet rows rather than the pivoted data rows.
  • When exporting a Table Card with aggregations grouping rows together, the data will remain aggregated. To see the raw data, you must remove the aggregation in your table first, then export.
  • Be aware that when you export Heatmap Tables to Excel or CSV, the exported data may appear differently than expected, as it renders to match the table view of the data, not the card view. For more information about Heatmap Tables, see Card Details View Layout - Table view.
  • Only Pivot Tables and Mega Tables support exporting color rules.
  • To hide the Filter and PDP icons, navigate to the dashboard, select Dashboard options (wrench icon) > Filter options and toggle the switch to disable Show filter and PDP icons.
Select Save to keep your changes.
turn off filter and pdp icons.jpg
  • You can use a spreadsheet or text editor application to open a CSV file to see the exported data.
  • When you export a card, an event called “Exported DataSet” appears in the Activity Log in the Admin Settings. This may lead to the assumption that the user who exported the card has access to the DataSet, but this is not necessarily the case.
  • If your data contains a string data type column that contains only numeric values, such as zip codes, it will be exported with a single quote added to the beginning of every value in the column to prevent Excel from enabling their auto macro functionality. (e.g. ‘84084)
  • Both CSV and XLSX exports append a single quote on string columns displaying negative numbers. This is for security purposes to prevent auto-macro functionality. If you remove the quotes, the cell values immediately become active macros.
  • The use of variables or dynamic smart text for filenames, email subject lines, or email attachments is currently unsupported. For example, when a variable is used in a card title, the exported CSV filename will not reflect the text stored in that variable. For instance, if a card title is “Sales by Region” where region is a variable type, the resulting filename when exporting to CSV will be “Sales by.csv”. Note that the text contained in the variable is not included in the filename.

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Export a Dashboard and All Cards to PowerPoint

Follow these steps to export a dashboard and all its cards to PowerPoint:
  1. (Conditional) If you want to filter data, use Page Filters to filter data on the dashboard.
  2. In the top right corner of the dashboard, select Share menu > Export as PowerPoint.
    export as powerpoint.jpg
    The dashboard and cards are downloaded to PowerPoint, with one card per slide.

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Export a Single Visualization Card

You can export a single Visualization Card from either the dashboard or the Details view. Follow these steps to export a single Visualization Card:
  1. (Conditional) If you want to filter data, use Page or Card Filters to filter data on the dashboard or in the Card Details view.
  2. Do either of the following:
    • (Conditional) If you are on the dashboard, hover over the card that you want to export, select Card options (wrench icon) > Send / Export. The Export dialog opens.
    • (Conditional) If you are in the Details view, select Card options (wrench icon) > Send / Export. The Export dialog opens.
  3. In the Export dialog, choose the export option. Depending on the type, options include Email, Print, Excel, CSV, or PowerPoint.
    Screenshot 2024-10-21 at 5.04.45 PM.png
    Important: Sumo and Notebook Cards cannot currently be exported.

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Filtering and Exporting a Card (video)