Downloading data from a dashboard

To download an entire dashboard, select Download from the dashboard’s three-dot menu.

This opens a dialog box that allows you to select PDF or CSV as your download format.

Downloading a dashboard as a PDF

You can download your entire dashboard as a PDF, which means you will get a PDF image of the dashboard title, any dashboard filters, all the dashboard tiles, and the time zone the dashboard was run in. The PDF will also include a timestamp showing when the dashboard was downloaded.

To download a dashboard as a PDF, follow these steps:

  1. Select PDF from the Format drop-down menu.

  2. Select an option from the Paper Size drop-down menu. The Fit Page to Dashboard option is the default; it sizes the PDF to match the layout of the dashboard on the screen. Other paper size options size the PDF to match a standard paper size and fit the dashboard within it. Depending on the layout of the dashboard, large visualizations or groups of overlapping tiles may need to be resized to fit on a given page size.

  3. If you select something other than Fit Page to Dashboard in the Paper Size drop-down, an Orientation option appears. You can choose to orient the dashboard in portrait or landscape position.

  4. Select or leave unselected Expand tables to show all rows. If you select this option, for dashboard tiles that use table visualizations, the PDF will show all the rows available in the table visualization, not just the rows displayed in the dashboard tile thumbnail. If you do not select this option, only the rows that are seen in the thumbnail without scrolling will appear on the PDF. Dashboard and query filters will still apply, as will visualization settings such as row limits, column limits, or settings made with the Limit Displayed Rows option.

  5. Select or leave unselected Arrange dashboard tiles in a single column. If you select this option, the PDF displays dashboard tiles in a single vertical column. If you do not select this option, the dashboard tiles appear as they are arranged in the dashboard.

  6. Click Open in Browser to see an image of the PDF in a new tab of your browser. From there, you can opt to download the PDF using your browser’s controls.

  7. Click Cancel if you no longer want to download the dashboard.

  8. Click Download to initiate the download. A new tab in your browser will open, showing the status of your download.

Downloading a dashboard as CSVs

You can download all the query tiles from your dashboard as a zipped collection of CSV files. Text tiles are not included in the ZIP file. To download your dashboard as a collection of CSV files, follow these steps:

  1. Select CSV from the Format drop-down menu.

  2. Click Cancel if you no longer want to download the dashboard.

  3. Click Download to initiate the download your zipped CSV collection.

When you download a dashboard as CSV files, the options for formatting downloads, such as setting custom row limits or choosing All Results, are unavailable. The row limits in the downloaded files correlate to the row limits on the corresponding tiles.

Centricity generates zipped files using UTF-8 encoding. If the characters in your CSV filenames appear garbled, it might be because of a conflict between Centricity’s UTF-8 encoding and the default encoding of your machine’s operating system. Centricity suggests using a file extractor that recognizes UTF-8, such as 7-Zip.

Downloading data from dashboard tiles

To download the data from a query tile, click the three-dot icon on the tile and select Download:


This opens a dialog box with several options:


The tile download options are then the same as for a Look or an Explore. See the Downloading data from a Look or an Explore documentation page for more information about the options available for customizing your data download.



 

 

More questions about Centricity? Check out our website or talk to our Support Team.