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Allow the options to 'Include Filters' and 'Include Title' while exporting to Excel

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Kattia Binder
Kattia Binder Rank 4 - Community Specialist
edited Aug 21, 2024 9:02PM in Oracle Analytics Cloud and Server Idea Lab

When the functionality of Export File is selected in FAW, the toggles to 'Include Filters' and 'Include Title' are only available for PowerPoint, Acrobat, Image and Data. If the user selects Excel (xlsx), the screen changes and only allows to save. The data populates in excel without the filters selected.

Can we have to the option to see the selected filters and Title as well as the data?

Screenshot 2024-02-08 142240.png
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  • Aslesha Sreekar Suri
    Aslesha Sreekar Suri Rank 2 - Community Beginner

    Hi Oracle Team,

    Can you please let us know when this feature will be available in FDI?

  • Gabby Rubin-Oracle
    Gabby Rubin-Oracle Admin
    edited Aug 30, 2024 4:14PM

    The ability to include a Title and Filter refers to the Canvas Title and the top filters—both visual elements of the dashboard outside the printed area (canvas). Note that there are no similar settings for dashboard filters or viz filters, as those are part of the printed visual canvas.

    Since data exports are not visual but a data dump of a single chart, the settings for visual exports do not apply. This is true for CSV and Excel.

  • Anders W. Langholm
    Anders W. Langholm Rank 5 - Community Champion

    I don't understand, why it is possible to export an entire dashboard page in OTBI but it is not possible in OAC? There is lots of usecases, where you need to make sure that both internal and external partners can see what filters you have choosen, when you exported the data to excel, but you still don't want to include eg. the period or date in the visualization…

    Is anyone able to explain that? ☺️

    We are currently moving a lot of our reports from OTBI to FDI OAC for performance reasons, but now the users are unhappy, that the export-to-excel in OTBI, fits their needs better, than OACs export to excel possibilities… 🤦‍♂️

    So we have bought the premium product, only to be turned down by the business on a very simple function… 😲