Dashboard Editing Export Options
This applies to: Managed Dashboards, Managed Reports
When editing a view such as a dashboard, there are options available to determine what's exported when it's viewed by others.
Prevent Data Export
Important: These options should not be relied on for data security, since all metric set data other than for Hidden measures is downloaded by client browsers and can be accessed when viewing.
If you do not want viewers to be able to export certain data to Excel or CSV formats, there are options on each metric set and each of its elements. (These do not affect exporting to image, PDF or PowerPoint.)
To prevent the data export for the whole metric set, select the Edit icon in the Data Analysis Panel, then select the Prevent Data Export checkbox in the dialog that appears.
Similarly, you can prevent data export for each measure or hierarchy listed for the metric set. Select the Edit icon in the Data Analysis Panel, then check the Exclude From Data Export checkbox.
Export Timeout
If you expect or find that a particular dashboard, report, or other view will take significantly longer to export to a file than is currently allowed, you can adjust its Export Timeout
property.
When editing the view, open the Properties window with nothing selected (click an empty area if you have selected an element), and find this property in the Main tab. Set this in the hh:mm:ss
format (where hh
is hours, mm
is minutes, and ss
is seconds), or set to 00:00:00
to use the Export Render Timeout setting in administration.
Before Export Events
Add actions such as a Show/Hide action or script that will run only when a user exports to PDF, image or PowerPoint, without affecting general viewing. (Data export to Excel or CSV is not affected.)
To add one of these actions, open the Properties window with nothing selected on the canvas, and find the Before Export actions.
Exclude certain content such as buttons when exporting by adding a Change Layer action from the menu. See this article for similar steps.
Or, use a script similar to this to change a dashboard's background color only when exporting:
this.background = new dundas.controls.SolidColorBrush(dundas.controls.Color.fromString("AliceBlue"));
If you write script that performs asynchronous operations such as a data retrieval call during this event, you should make the export process wait for it to finish before it produces its image:
Export Notes
Legends are separate from visualizations in Symphony, but can be included in exported images for individual visualizations if they are placed within the boundaries of the visualization (including its padding).
Exporting of images, PDFs, and PowerPoint is performed on the server where Symphony is installed, so only fonts that have been installed on that server or are included via CSS or HTML can be used to render. If you specify a Font Family not available on the server or use the default font, a different font may be used than the one in your own browser. (The Source Sans Pro and Inter fonts are included by default.)
If you choose the Append Date To Filename option when exporting, the configuration setting File Name Date Time Format is available for administrators to customize the date's format.
You can modify the Company and Creator that appear in exported Excel and PowerPoint files with the Company Meta Data Text and Creator Meta Data Text settings in the configuration settings in the Export category.
For more information, see:
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