Downloading visual data as an Excel file

Cloudera Data Visualization allows you to save data from a visual into an Excel file. The downloaded file includes both the data displayed in the visual and an additional sheet containing parameter definitions. The name of the file reflects the name of the visual and includes a timestamp indicating when the file was created.

This feature is available for all visual types.

The downloaded Excel file:
  • Preserves display formatting, allowing you to sort and calculate data immediately, without additional cleanup.
  • Exports numbers as numeric values with applied formatting (for example: currency, percentages), rather than plain text.
  • Handles string values starting with = safely. These are exported as text and do not trigger formula evaluation in Excel.

The following example demonstrates downloading data from a table visual with two filters:

  • Year: 1900 and 1901
  • Country: Afghanistan and Albania

Column totals are shown in the table. To enable totals in the visual, see Showing column totals.

Before you download the visual as an Excel file, make sure the Enable "Download as CSV/Excel" by default feature is enabled in site settings. For instructions, see Visuals in Managing dashboard site settings.
  1. Click the icon in the top-right corner of the visual and select Download as... > Excel.

    A message appears: Generating the requested file and Cloudera Data Visualization exports the visual to an XLS file.

  2. When the download is complete, open your browser’s default download folder, and open the generated Excel file.

    In this example, the generated file name, Population by Country_20190207113450.xls, has the following components:

    • Population by Country: Same as the visual name
    • 20190207: Date of download in YYYYMMDD format
    • 113450: Time of download in hhmmss format
    Totals appear in the table only if you enable totals, as described in Showing column totals.

    You can click the Params sheet in the Excel file to see the two parameters that were defined earlier to create the visual.