You can export a workspace as a .png image file or export the data from certain windows to an Excel (.xls or .xlsx) 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
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.
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:
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.
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.
Right-click the top border of the window and click in the Custom title field.
Type the title that you want to apply to the window.
If you enter a hyphen (-) in the Custom title field, this visualization is not exported with the workspace.
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.
To export workspace data to a new .xls or .xlsx file
You can export data in your workspace to a template Excel file (
.xlsx). Using a template file can reduce the amount of time that you spend formatting your data each time the workspace is exported.
This template file must be an
.xlsx file, not an
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
Right-click the title bar of the workspace and click Export > Export to Excel from Template.
Specify whether to export a workspace, sidebar, or both.
The Select a template worksheet dialog box opens.
Complete one of the following steps as appropriate:
If you are using a
.xls template file:
If you are using a
.xlsx template file:
Browse to the location of the template file. The
.xlsx file name is not displayed.
In the File name field, type
.xlsx and click Open. All
.xlsx file names display in the file list.
Select the template