BI Dashboard Builder - Table Visualizations - Export Table to Excel

Screenshot of BI Dashboard Builder Table visualization.

As shown above, an Excel icon (Excel Icon) is available on the table’s header to export the table’s data to an Excel spreadsheet. Below is a screenshot of the above table’s exported data in Excel.

Screenshot of exported Table visualization.

Page filters, substitution variables, and pivot items will be automatically added to the header of the Excel file during export.

A logo can be displayed in the upper left corner of the exported Excel file. Similar to when exporting to PDF, if the Logo property is left empty on in the Export to PDF section of the Format tab of the Visualization Properties control, the logo defaults from the Dashboard Logo Image Path field on the Logo Path tab of the System Options screen (standard path: System > Setup > System Options – Logo Path tab).

Notes for Exporting Data to Excel

CMiC BI is a data charting/analyzing tool that presents data in BI dashboards and is not designed to be used as a data export tool. While Excel export functionality exists in BI, it is only meant to assist users with formatting and printing dashboard data. For assistance with tasks specifically related to exporting customer data, we recommend that users contact CMiC Support.

NOTE: The Autoload Data option must be enabled before exporting a dashboard or query to Excel, otherwise data may not be exported properly. Refer to Dashboard Runtime Controls for more information about the Autoload Data toggle.

The following items are exported from a table to an Excel file:

  • Wrap Cell Text option
  • Column sorts (ascending/descending)
  • Group Sorts
  • Group Sort Lines, including color & thickness (line thickness of 1 becomes an Excel thin line; line thickness more than 1 becomes an Excel thick line)
  • Subtotals, including font & background color
  • Grand totals
  • Pivot items
  • Page filters
  • Substitution variables

Latest data is exported, and latest page filter values are applied.

URLs in columns become hyperlinks in Excel:

When necessary, an export is queued, with a message stating position in queue as follows, "Please Wait. You are currently in position X."

Maximum amount of time an Excel export can run to completion is 5 minutes; after 5 minutes, a timeout message is displayed, asking the user to narrow the data selection; an incomplete Excel file is still downloaded, with the prefix "Incomplete".

When a large amount of data is exported, the actual number of exported records varies depending on the system load at the time of export.

If export cannot be completed due to a timeout, try limiting the amount of exported data using filters.

Characters from most writing systems (languages) are supported; if unknown characters are found during the export process, the unknown characters are replaced with the character.