Exporting Studio Data

About Exporting Studio Data

Depending on viewer access and permission level, it’s possible to export Studio data from a single report widget to Excel, export Studio data from all reporting widgets of a dashboard to an XLSX file and export and save a dashboard as a PDF file for offline viewing or quick sharing. You can also save most reporting widgets you have access to as a PNG image. It’s also possible to embed widgets in external tools, drill in place on an embedded widget, and export data from all reporting widgets of a current tab to an XLSX file.

Exporting Data From a Widget to Excel

Data exported from widgets will be in XLSX format.

Exporting a Widget to Excel

1. Open the dashboard in Edit or View mode.
2. Open the menu in the upper-right of a widget.
   
3. Click Export.
4. Select Widget data.

Information Included in the Excel File

The exported file contains the following data:

• Content Provider information
• Widget owner
• Report title
• Report settings
• Sampling level (disregard this field as it has been deprecated)
• Document volume (the total number of documents that match report conditions and filters).
• Applied Organization filters (if a dashboard is personalized)
• Applied dashboard filters (if any)
• Applied widget filters (if any)
• Drill filters (if any)
• Linked filters from parent widgets (if any)
• Run and export date (according to exporting user’s time zone and user preferences)
• Time periods names and definitions
• Report data

Feedback Widget Export

The feedback widget export contains sentences and related documents, dates, sources, sentiment, and effort depending on the granularity and display settings. Please note the following limitations:

• A single export cannot exceed 5,000 sentences worth of data.
• The export does not display Twitter content. Sentences that come from Twitter are represented with IDs and the following text: “Twitter data cannot be exported” instead of the actual content.

Exporting Data From All Widgets to Excel

You can export data from all reporting widgets of a dashboard to an XLSX file. Text, labels, images, and videos are not exported to XLSX, but can be exported to PDF.

1. Open the dashboard in View mode.
2. Expand the options menu in the dashboard header.
   
3. Select Export All Widget Data.
4. Save the exported file.

The exported file contains each widget’s data in a separate Excel sheet in the order of their appearance on the dashboard. For each widget, the following data is exported:

• Content Provider information
• Widget owner
• Report title
• Report settings
• Sampling level (disregard this field as it has been deprecated)
• Document volume (the total number of documents that match report conditions and filters).
• Applied Organization filters (if a dashboard is personalized)
• Applied dashboard filters (if any)
• Applied widget filters (if any)
• Drill filters (if any)
• Linked filters from parent widgets (if any)
• Run and export date (according to exporting user’s time zone and user preferences)
• Time periods names and definitions
• Report data

Feedback Widget Export

The feedback widget export contains sentences and related documents, dates, sources, sentiment, and Effort depending on the granularity and display settings. Please note the following limitations:

• A single export cannot exceed 5,000 sentences worth of data.
• Export does not display Twitter content. Sentences that come from Twitter are represented with IDs and the following text: “Twitter data cannot be exported” instead of the actual content.

Exporting a Dashboard to PDF

You can export and save an entire dashboard as a PDF file for offline viewing or quick sharing.

1. When in the Dashboard Explorer, expand the actions menu next to a particular dashboard.
   
2. Select Export PDF.
3. Alternatively, when a dashboard is open, expand the options menu in the dashboard header.
   
4. Select Export PDF.
5. Choose your delivery option:

• Select Download to download the file in your browser.
• Select Receive by Email (recommended) to receive the file by email, and avoid having to wait for the export to be processed.
  
  Qtip: You can define the size of a PDF page using a page break widget. Otherwise your dashboard will be exported as a single page.

Data Included in the Report

The exported file contains the following data:

• Dashboard name
• Exported by
• Exported on (according to exporting user’s time zone and user preferences)
• Personalized for (if personalization is enabled)
• Applied filters (if they are applied to an entire dashboard)
• All widgets as they appear on the dashboard (including in-place drilling and parent widget filters)

Saving a Widget as an Image

You can download most of your dashboard widgets as PNG images. This lets you quickly share snapshots of data with colleagues and get images for slide show presentations.

1. Open the dashboard in either Edit or View mode.
2. Open the menu in the upper-right of a widget.
   
3. Click Export.
4. Select As image.

When you save a widget as an image, its resolution is doubled to improve image quality.

Embedding Widgets in External Tools

To increase report visibility, you can embed Studio widgets in external tools via code snippets while retaining Studio security. For more information on embedding widgets, see Embedded Widget Report.

Viewer Tiers

A viewer can be a licensed Studio user who views a widget in Studio or someone who does not have a Studio license who views a widget on, for example, an external website in which a widget is embedded. A viewer who is not a licensed Studio user sees a widget only if it is embedded in Enterprise mode.

When embedding a widget, you can choose whether a Studio license should be required to view it.

• Licensed viewer: A person who can view the embedded widget and interact with it (which includes drilling, exploring documents, and navigating to Studio dashboard). A Licensed viewer requires the following:
  • A Studio license.
  • At least Can View access to a dashboard with the widget.
• Enterprise viewer: A person who can view the embedded widget but not interact with it. This could be either somebody who does not have a Studio license or, having a license, does not have shared access to the widget. Please note the following caveats:
  • Enterprise viewers do not see the widget with real-time data, but a cached version that can be up to 30 minutes old.
  • Feedback widgets are not allowed to be embedded for Enterprise viewers.

An Enterprise viewer requires membership of an organization’s single sign-on (SSO) authentication scheme. To support Enterprise viewers, an account requires the following:

• SSO must be configured as the account’s sign-in method for Studio.
• The Embed Widgets for Unlicensed Enterprise Users setting must be enabled in account settings.

Drilling In Place

If you are a Studio user and you have at least viewer-level access to the widget’s dashboard, and an Export Feedback permission, you can drill in place on an embedded widget, export widget data to an Excel file or save an embedded widget as a static image.

If you are a Studio user without access to the widget’s dashboard, or if you don’t have a Studio license, the widget will not allow drilling, exporting data or image, and will not display a dashboard link.

Getting the Widget’s Code

1. Open the dashboard in Edit mode.
2. Expand the Widget Actions menu in the upper-right corner of a widget.
   
3. Click Edit.
4. Click Yes in the Edit Widget window to indicate that you want to proceed with editing the widget.
   
5. In the Edit Widget window, click the Properties tab.
   
6. Scroll down to the Embed Configuration section and expand it.
   
7. Select one of the following options:

• Allow This Widget To Be Viewed On Pages External To Studio to allow licensed viewers with dashboard access to view and interact with the widget outside of Studio.
• Allow Unlicensed Enterprise Viewers to allow Enterprise viewers without dashboard access to view the widget outside of Studio provided they belong to the organization’s SSO authentication scheme.
  Qtip: The “Allow Unlicensed Enterprise Viewers to” option will not appear unless you’re using an Enterprise account with SSO enabled.

8. Click the copy icon to copy the widget’s iframe code from the code box.
9. Save the code to a text file or insert it into an external tool from the clipboard.
10. Select the Link To Dashboard checkbox to add a View Dashboard link to the embedded widget for licensed viewers.

Using the Embedded Code

Once you have the widget’s code, insert it into any external tool that supports HTML snippets.

Drilling works within the boundaries of the iframe. Embedded widgets resize to fit iframes. Resize the width and height of the iframe, and the widget will adjust.

If you modify an embedded widget in Studio, it will be updated in the external tool as well. If you delete a widget or its dashboard, the embedded widget will show an error message: “Graph disabled for viewing outside of Studio.”

Embedding widgets is supported when SSO is enabled and this is preferred for a more seamless experience.

Exporting All Tab Data

You can export data from all reporting widgets of a current tab to an XLSX file. This export is identical to exporting all widget data from a dashboard.

1. Open the book and select the tab you wish to export.
   
2. Expand the options menu in the book header.
   
3. Select Export All Tab Data.
4. Save the exported file.

The exported file contains each widget’s data in a separate Excel sheet in the order of their appearance on the dashboard.

Exporting a Tab to PDF

You can save an entire tab as a PDF file. This export is identical to exporting a dashboard to a PDF.

1. Open the book and select the tab you wish to export.
2. Expand the options menu in the book header.
   
3. Select the Export Tab to PDF.
4. Next, choose your delivery option:
   • Select Download to download the file in your browser.
   • Select Receive by Email (recommended) to receive the file by email, and avoid having to wait for the export to be processed.

The exported file contains the following data:

• Tab name
• Exported by
• Exported on (according to exporting user’s time zone and user preferences)
• Personalized for (if personalization is enabled)
• Applied filters (if they are applied to an entire dashboard)
• All widgets as they appear on the dashboard (including in-place drilling and parent widget filters)