Export data from visuals

You can export data from any type of chart or graph in Insights. The export contains only the data in the fields that are currently visible in the visual. Any data that is filtered out is excluded from the export file. You can export data into the following formats:

  • A text file containing comma-separated values (CSV), available for all visual types.
  • A Microsoft Excel workbook file (.xslx), available for pivot tables and table charts only.

Prerequisites

  • Your organization has a subscription to Calabrio Insights.
  • You have the Reader permission or the Author

Page location

Insights > Dashboards or Analyses > Click a dashboard or analysis

Procedure

Export data from a visualization

  1. Click Menu options (the three dots) at the top right on the visual you want to export.
  2. Select one of the following:
    • To export to CSV, select Export to CSV.
    • To export to XSLX, select Export to Excel. This option is available only for pivot tables and table charts.
  3. Depending on your browser settings, one of the following happens:

    • The file automatically goes to your default Download location.
    • A dialog box appears so you can choose a file name and location.
    • A dialog box appears so you can choose to open the file with the default software or to save to.

NOTE   Export files can directly return information from the dataset. This makes the files vulnerable to CSV injection if the imported data contains formulas or commands. For this reason, export files can prompt security warnings. To avoid malicious activity, turn off links and macros when reading exported files.

The following rules apply:

  • Exported files are downloaded to the default download directory configured in the browser that you're currently using.
  • The downloaded file is named for the visualization that you exported it from. To make the file name unique, it has a sequential timestamp (a Unix epoch data type).
  • For table charts, Insights supports exporting up to 1 million rows or 500 MB of data, whichever limit is reached first.
  • For all other visuals, including pivot tables, the limits that apply to exporting are the same limits that apply to the visual type.
  • You can't export data from an insight because insights consume the data but don't contain the data.
  • Insights doesn't support exporting data from more than a single visualization at a time. To export data from additional visuals in the same analysis or dashboard, repeat this process for each visual. To export all the data from a dashboard or analysis, you need to connect to the original data source using valid credentials and a tool that you can use to extract data.

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