Specifying What to Export


What is currently visualized in an analysis can be exported easily to a PDF document using the Export to PDF dialog. You can export the entire analysis, single visualizations, single or specific pages, Details-on-demand, and reports that have been prepared in advance. The preview updates dynamically according to your specifications.

To export the entire analysis:

You can export the entire analysis to a PDF document. Each page in the analysis corresponds to a page in the created PDF document.

To open the Export to PDF dialog, select File > Export > To PDF on the menu bar.

  1. Beneath What to export, make sure All pages is selected.

  2. If you want, use the general settings in the dialog to modify the PDF output.

  3. Click Export.

To export a visualization:

You can do a direct export of a single visualization resulting in a PDF page that contains what is currently visible. It is possible, though, to decide whether or not the visualization title, the legend and any axis selectors should be visible on the PDF page.

Note: In case the entire visualization is not visible in the analysis (and for that reason a scroll bar is added to the visualization), you can, in the export, either include only what is visible following the procedure below, or include also what is not visible. See To export a visualization and include non-visible content.  

  1. In the analysis, click the visualization that you want to export to a PDF document.

    Response: The visualization becomes the active visualization.

  2. To open the Export to PDF dialog, select File > Export > To PDF on the menu bar.

    Comment: You can also access the dialog by right-clicking the visualization. In the opened menu, select Export > Visualization to PDF.

  3. Beneath What to export, make sure Active visualization is selected.

  4. If you want to Show visualization title , Show legend or Show axis selectors, make sure the corresponding check boxes are selected.

  5. Comment: To export only what is visible in a tabular visualization, clear the Export entire table check box.

  6. If you want, use the general settings in the dialog to modify the PDF output.

  7. Click Export.

To export a visualization and include non-visible content:

Sometimes all the visualization content is not visible, so scroll bars are added. For example, this might be the case for tabular and trellised visualizations. The content that is not currently visible can be included in the export as well.

Comment: When exporting a KPI chart, you can export only what is currently visible.

  1. In the analysis, click the visualization that you want to export to a PDF document.

    Response: The visualization becomes the active visualization.

  2. Select File > Export > To PDF on the menu bar to open the Export to PDF dialog.

    Comment: You can also access the dialog by right-clicking the visualization. In the opened menu, select Export > Visualization to PDF.

  3. Beneath What to export, make sure Active visualization is selected.

  4. To export also what is not visible in the visualization, select the Export entire table check box for tabular visualizations, and Export all trellis pages for visualizations trellised by page.

    Depending on the type of visualization, and its current configuration, you will see some of the check boxes listed below:

    Check box

    Description

    Show visualization title

    Specify whether or not the visualization title should be included in the export.

    Show legend

    Specify whether or not the legend should be included in the export.

    Consider clearing the check box if the legend information is redundant, and if more space is wanted.

    Show axis selectors

    Specify whether or not the axis selectors should be included in the export.

    Columns first, then rows

    Visualizations of table type that fill up more than one PDF page are by default exported so that rows are exported first followed by the columns:

    Select this check box to instead export columns first followed by rows:

    Repeat column headers

    For visualizations of table type, select this check box to display the column headers on each PDF page on which the visualization continues.  

    Repeat row headers

    For cross tables, select this check box to display the row headers on each PDF page on which the visualization continues.

    Keep hierarchy levels together

    Select this check box to, as far as possible, display items on the lowest level in the hierarchy on the same PDF page.

    Repeat frozen columns

     

    If columns are frozen in a table visualization, select this check box to display these columns on every PDF page on which the table visualization continues.

  5. If you want, use the general settings in the dialog to modify the PDF output.

  6. Click Export.  

To export a single analysis page:

  1. Click the page tab whose visualizations you want to export.

  2. Select File > Export > To PDF on the menu bar to open the Export to PDF dialog.

    Comment: You can also access the dialog by right-clicking the page tab and selecting Export > Page to PDF in the opened menu.

  3. Beneath What to export, make sure Current page selected.

    Comment: If the analysis page contains more than one visualization, it is possible to export the visualizations to separate PDF pages. Select the Create one PDF page per visualization check box.

  4. If you want, use the general settings in the dialog to modify the PDF output.

  5. Click Export.

To export specific analysis pages:  

Using the option All pages, you export the entire analysis. However, it is possible to make a selection of which pages to export.

  1. Select File > Export > To PDF on the menu bar to open the Export to PDF dialog.

  2. Beneath What to export, select Specific pages.

  3. In the text field, type the numbers of the pages you want to include in the PDF document, for example, 4, 5, 7-10, and press Enter. The page tab furthest to the left in the analysis is page 1, the second left is page 2, and so on.

  4. If you want, use the general settings in the dialog to modify the PDF output.

  5. Click Export.

To export Details-on-Demand:

The data rows underlying what is marked in a visualization are listed in Details-on-demand. These rows can be exported.  

  1. Select File > Export > To PDF on the menu bar to open the Export to PDF dialog.

  2. Beneath What to export, select Details-on-demand.

  3. Select the Export entire table check box, if you want to include all the Details-on-demand content in the export.

    You will see some of the check boxes listed below:

    Check box

    Description

    Columns first, then rows

    If the Details-on-Demand table fills up more than one PDF page, the rows are by default exported first and then the columns:

    Select this check box to instead export columns first and then rows:

    Repeat column headers

    Select this check box to display the column headers on each PDF page on which the Details-on-Demand table continues.

    Repeat frozen columns

    If columns are frozen, select this check box to display these columns on every PDF page on which the Details-on-Demand table continues.

  4. If you want, use the general settings in the dialog to modify the PDF output.

  5. Click Export.

To export a prepared report:

  1. Select File > Export > To PDF on the menu bar to open the Export to PDF dialog.

  2. Beneath What to export, select Prepared report.

  3. In the drop-down list, select the report to export.

  4. Click Export.

Tip: It is possible to export reports also from a text area. For more information, see 'Add an export report button, link or image action control to the text area'.

See also:

Export to PDF - Dialog

General Settings in Export to PDF

Prepared Reports