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Download widget data

You can download the current data of a widget to a CSV or an XLSX file. Your widget settings are taken into account, for example, filter settings.

Prerequisite

The option to download the widget data is enabled.

Procedure. Procedure

  1. Open a dashboard in view mode.

  2. Move the mouse pointer over a widget.

  3. Click the List icon -> Download data. The Download data dialog opens.

  4. Select the file format for your data download. Depending on the format you select, there are different options to format the data.

  5. Save the widget data to an XLSX file.

    1. Click MS Excel. The column formatting of the selected widget is preselected.

    2. To configure the formatting options, click Show advanced export settings. You can specify a data format for each column.

      For date columns, you can select Date only or Date and time.

    3. For number columns, you can enable or disable the thousands separator and specify the number of decimal places.

    4. Click Download.

      Depending on which Web browser you are using, you can select an application that you want to open to view the data, or the data is directly saved as an XLSX file.

  6. Save widget data to a CSV file.

    1. Click CSV.

    2. Select a separator character from the Separator drop-down menu, comma (,), semicolon (;), space, tab, or pipe (|).

    3. Select a masking character from the Masking drop-down menu, for example, single quote ('), double quote ("), or none.

    4. Select an encoding type from the Charset drop-down menu, for example, UTF-8.

    5. To configure additional formatting options, click Show advanced export options.

    6. Select a data format from the Format/Decimal places drop-down menu. You can select a data format for each column in the corresponding drop-down menu.

      For date columns, select a date/time pattern (for example, M/d/yyyy, dddd, MMMM dd, yyyy).

      For number columns, select a number format (for example, 1,234, 1,234.12, 1234.1).

    7. Click Download.

      Depending on which Web browser you are using, you can select an application that you want to open to view the data, or the data is directly saved as a CSV file.

You saved the widget data to a CSV or an XLSX file. The file contains the widget data according to your widget settings.

Warning

Note that CSV files can pose a security risk when they are opened in MS Excel. Certain characters in the CSV file can be used for unwanted code execution.

Note

By default, all values beginning with =, +, -, or @ are automatically masked by a preceding single quotation mark before exported as CSV file. For details, refer to https://www.contextis.com//resources/blog/comma-separated-vulnerabilities. You can disable the automatic masking in the server configuration.