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Export dataset or project to an Excel file type format

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  • Vivek Gautam
    Vivek Gautam Rank 3 - Community Apprentice

    When can we expect this feature as it's going to be a very useful one

  • Ursula Ortiz -Oracle
    Ursula Ortiz -Oracle Rank 3 - Community Apprentice

    Any updates on the release of this?

  • User766160-Oracle
    User766160-Oracle Rank 1 - Community Starter

    The ability to export a report into Excel while retaining the formatting would be a very useful feature to further drive DV adoption. Current options of CSV / PPT / PDF / PNG either result in a loss of formatting or loss of ability for further analysis including minor calculations. Excel exports save significant time (as in SI) and will position DV more as a end use product vis-à-vis CSV extracts that hint at mere data extracts.

  • Branden Pavol
    Branden Pavol Rank 6 - Analytics Lead

    I have been using the "Preview" of this feature and it's less than desirable. It can only be used when you have the whole workbook open. If you have a canvas embedded on an Answers dashboard page, the export option does not appear. Secondly, when you do get the Excel export option to appear, you can only use it if you have full author permissions because it asks you to save the workbook at the time of export. So any filters or changes you made to your workbook will be saved every time you hit export. And it's even worse if you are a Read Only user. You get teased with the new Export option only to find out you don't have permission to use it. In addition, the export option is buried 5 or 6 clicks deep into the workbook adding lots of steps. The usability of this feature could use more refinement before it's production ready.

    Just make it so we can Copy and Paste with Ctrl C and Ctrl V

  • Avinash Krishnaram-Oracle
    Avinash Krishnaram-Oracle Mod

    Hi Branden,

    Thanks a lot for the feedback.

    (1) Export to excel in embedded mode is something we will support in future. We have this in our backlog / roadmap

    (2) Save before export - is a bug. We are fixing this, and the change will be reflected with Jan 2023 update of OAC

    (3) I tested as a read-only user and i can confirm export option is available. We do have additional capability where author can decide to turn off export capability on the workbook when creating curated dashboard experience in Present.

    (4) In terms of having visibility of export option:

    • The top header bar export option will also provide support for excel support (i will confirm if this is coming in Jan 2023)
    • We will work on a new UX for visualization toolbar that will show export option


  • Branden Pavol
    Branden Pavol Rank 6 - Analytics Lead

    Thanks @Avinash Krishnaram-Oracle ! Can I also make a suggestion that we can make Export to Excel its own link in the menu to save on clicks? Most of our users either just take a screenshot/snippet of the graph or dashboard they use or Export to Excel. Most of the other Export options are rarely ever used.