(v24) Export Dashboards

Export Dashboards

This applies to: Visual Data Discovery

You can export your dashboards in a variety of formats. Exported dashboards enable you to share your data with others. JSON configuration exports allow you to transfer a dashboard to another Symphony environment. See Import Dashboards.

Note: Special characters are not supported for exports. If your visual name or the name of the data source contains special characters, change the name before continuing.

Note: To export a dashboard, you must be a user belonging to a group with the Export Dashboards privilege.

Dashboards can be exported in the following formats:

• PNG Screenshot (as an image).

• PDF file (as an image).

• JSON configuration (for one or more entire dashboards). JSON exports include dashboard interactivity profile settings to allow import of the same interactivity profile.

• XLSX format - as a spreadsheet with Raw Data or Visual Data. Each visual is included on its own sheet.

Export a dashboard

1. On the dashboard, select on the dashboard icon bar. A drop-down menu appears.

   

2. Select an export file format.

   • When you select Screenshot (PNG), Symphony creates a PNG file. This is downloaded to your browser.

   • When you select PDF format, the Export as PDF dialog appears.

     

     Optionally, specify a header and footer for the PDF. Slide the Add Username switch on (to the right) to add a user name to the PDF. Slide the Add Timestamp switch on (to the right) to add a time stamp to the PDF. Then select Export.

   • When you select Configuration (JSON) format, the JSON file is automatically downloaded to your browser.

   • When you select Data (XLSX) > Raw Data or Data (XLSX) > Visual Data format, the XLSX file is automatically downloaded to your browser.

Export multiple dashboards

1. Log in as a user with the Export Dashboards privilege. Open the Library to view a list of the dashboards you can access.

2. Select to export one or more dashboards by selecting the checkbox for a dashboard to export. The Export Selected Items button becomes active.

3. Select Export Selected Items. You browser downloads the selected items in JSON format, placing them in the location you select or the default location for your browser downloads.

Dashboards exported using the export API can include source cache settings for the data and statistics caches in the payload.

API documentation is provided with your Symphony installation at this link: <symphony-URL>/discovery/swagger-ui.html.