Configure data export options in Data-Viewer

Configure data export options in Data-Viewer

Configuration Infographic Overview of Configuration Screens

Infograph iconData-Viewer can be configured to allow users to export data to Microsoft Excel. When working with the Data Export options keep in mind:

  • Only the columns displayed will be included in the export to Excel

To configure Data-Viewer to allow data export:

General Settings in navigation pane1. Click the General Settings button under the Preferences header in the Data-Viewer configuration screen.

NOTES:
1. This step requires you to have accessed the Data-Viewer Settings screens by clicking the Data Viewer Web Part Settings button in the web parts configuration tool pane.
2.** Data Export Options** are found in the lower section of the General Settings screen.

2. Select from the export options below

Option Description
Data Export section of General Settings screen
.
Enable Export to Excel
  • Export to Excel linkWhen checked the Export to Excel link will be visible in the bottom right corner of the Data-Viewer Web part.
  • If the Data-Viewer Web Part is configured to display both parent and nested data, only the parent data will be exported.
Export to Excel with data formatting (slower performance)
  • The Export to Excel with data formatting (slower performance) button will only be available after the Enable Export to Excel option has been selected.

  • When selected, data exported to Excel is formatted based on a combination of Regional Settings and column configuration.

  • Export performance may be slower when exporting with data formatting.

    When this option is not selected:

    • Date and Time columns will be displayed in UTC time.
    • Choice columns that allow multiple selections will include the separator characters #; between values.
    • Lookup column values will include the item ID and the characters #;.
    • Multiline Rich Text will display tags
    • Percent columns won’t show the % sign

See examples here.

Enable Export Nested Data to Excel

Export Nested Items link

  • When checked the Export Nested Data to Excel link will be visible in the bottom right of the web part.

  • What nested data is exported is determined by the following options:

    • Export expanded nested items only: Only nested items from an expanded parent item will be exported. Nested items that are collapsed (not currently visible) will not be exported.
    • Export all nested items: All nested data is exported, even if the associated parent items are not expanded.

Icon-Tip If you export all nested items, be sure the nested data is configured with a column that displays the name of the parent item or you won’t know which nested items goes with which parent item.

Configuration Infographic Overview of Configuration Screens