Export a workspace

You can export a workspace as a .png image file or export the data from certain windows to an Excel (.xls or .xlsx) file.

Export a workspaces as a PNG file

You can save a snapshot of a workspace in Portable Network Graphic format (.png files). The following color options are available when saving workspaces as .png files:

• Black background copies the workspace as displayed.
• White background copies the elements of the workspace in color and displays them on a white background.
• White background (B&W) copies the elements of the workspace in grayscale and displays them on a white background.

To export a workspace as a .png file

In the title bar menu of a workspace, click Export > Export PNG > < color option>.

The Save Image As dialog box appears.

Navigate to the directory in which you want to save the file, change the name of the file if necessary, and click Save.

Export workspace data to Microsoft Excel

When exporting a workspace to Excel, Data Workbench exports data from certain visualizations, dimension and value legends, and text annotations to a new Excel workbook with one visualization per worksheet.

To export workspaces and individual windows to Microsoft Excel, the following requirements must be met:

• Microsoft Excel must be installed on the same machine as Data Workbench.
• The user account under which the Data Workbench process is running must have permission to access Microsoft Excel.

If these requirements are met, Data Workbench automatically starts Microsoft Excel and export the data to a new Excel workbook. Data is not exported from the following visualizations: graphs, path browsers, process maps, scatter plots, and globes.

Apply custom titles

Unless you have specified a Custom title for the window on the Export menu, the Export title listed (for example, City Table) is used as the worksheet name.

1. Right-click the top border of the window and click in the Custom title field.

2. Type the title that you want to apply to the window.

   

When you export the workspace to Excel, the worksheet containing the data for this window is named using the title that you specified instead of the title in the Export title field.

Export a workspace or sidebar to Excel

To export workspace data to a new .xls or .xlsx file

1. In title bar of the workspace, click Export > Export.
2. Specify whether to export the workspace, sidebar, or both.

Export to a template Excel file

You can export data in your workspace to a template Excel file (.xls or .xlsx). Using a template file can reduce the amount of time that you spend formatting your data each time the workspace is exported.

When the data is exported, the existing tabbed sheets in the template (each representing one visualization) are repopulated with the most recent data from the workspace, while any new windows that are not present in the template as tabbed sheets are ignored. Any other tabbed sheets in the template file remain unchanged.

In addition, if you have a macro defined in the template Excel file that you would like to run automatically when the report is generated, name the macro “VSExport.”

Let’s say that you want to use exported campaign data from a table visualization in a pie chart on another tabbed sheet in an Excel file and want to update this information every week. You can use a template so that you do not have to recreate your references from the table’s tabbed sheet to the pie chart’s tabbed sheet each time you want to update the data. The table data is updated upon export, which automatically updates the pie chart.

To export workspace data to a template .xls or .xlsx file

1. Right-click the title bar of the workspace and click Export > Export to Excel from Template.

2. Specify whether to export a workspace, sidebar, or both.

   The Select a template worksheet dialog box opens.

3. Complete one of the following steps as appropriate:

   • If you are using a .xls template file:

     1. Browse to and select the template .xls file.
     2. Click Open.

   • If you are using a .xlsx template file:

     1. Browse to the location of the template file. The .xlsx file name is not displayed.

     2. In the File name field, type .xlsx and click Open. All .xlsx file names display in the file list.

     3. Select the template .xlsx file.

     4. Click Open.

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