8 Replies Latest reply on Mar 19, 2018 7:36 AM by Joe Oppelt

    Exporting Excel (CSV) with Filtering ON

    ARYAN DWIVEDI

      Hello All,

       

      I am looking for a solution for below problem statement.

       

      {Exporting dashboard data using 'Export' button, with filters ON}

       

      Scenario: I have a dashboard with some filters on it, & I want to filter the data to be exported when user clicks on 'Export' Button

      1. User selects values from filters on the dashboard (e.g. Region = 'Quebec')

      2. Clicks on Export button to get a Excel

       

      Desired Output: Excel file with Summary Data for Quebec region only

       

      Export  button has a URL Action associated with it (Dashboard URL with csv at the end - which exports the data in excel format), but it gives full dashboard data without filtering the results from sheet 'A' (as it is first one on dashboard in alphabetical order - which gets exported), but I want to export data based on filter values selected by user.

       

      Sheet A: Is overall summary report sheet which I want to download based on the filters selected by user

       

      I do not want to use cross tab for this requirement, as I want to provide user a single button feature using which the filtered data can be downloaded.

       

      Regards,

      A.D