Downloading visual data to Excel file

CDP Data Visualization enables you to save data in your visuals as an Excel file. The filename is the same as the name of the visual, and has a timestamp specifying the date and time when the file is created.

Before you begin to download a CSV file, you must first Enable CSV Download. Note that the site administrator can override this setting in the Enable "Download as CSV/Excel" by default in the Site Settings interface. See Downloading maximum number of rows in CSV files.

In the following example, we demonstrate how to download visual data to an Excel file. The resulting Excel worksheet also contains a separate sheet showing parameter definitions.

We are using a table visual with two filters. Year in 1900, 1901 and country in Afghanistan and Albania.

To show totals in the visual, enable Showing column totals.

Displaying a sample visual, Population by Country
  1. In Dashboard Designer, click the (ellipsis) icon at the top of the visual interface.
  2. Select the Download as... option, and select Excel from the secondary menu.
    Selecting the (ellipsis) icon at the top of the interface, clicking Download as..., and then selecting Excel from the secondary menu.
  3. A Generating the requested file screenshot message appears.
  4. After the download is complete, open the default download folder on your computer. CDP Data Visualization saves the current sheet to a *.xlsx file.

    In our example, the generated file name, Population by Country_20190207113450, has the following components:

    Population by Country

    Same name as the visual

    20190207

    Signifies the date the file is created, in YYYYMMDD format

    113450

    Signifies the time the file is created, in hhmmss format

    Totals appear in the table only if you enable totals, as described in Showing column totals.
    Displaying the visual as a *.xlsx file, file name, same as the name of the visual, and the timestamp when the file is created.
  5. Click the Params sheet in the Excel file to see the two parameters that we defined earlier to create the visual.
    Displaying the generated Excel file showing the parameters defined in the visual