Cognos Analytics

 View Only
Expand all | Collapse all

Exporting Data in Dashboards

  • 1.  Exporting Data in Dashboards

    Posted Tue February 04, 2020 01:56 PM
    Hi All,

    I know you can't export data in a dashboard, but does anyone know if this is on the roadmap anytime soon?

    ------------------------------
    Norm Johnson
    ------------------------------

    #CognosAnalyticswithWatson


  • 2.  RE: Exporting Data in Dashboards

    Posted Tue February 04, 2020 03:13 PM

    @Norm Johnson You can export to PDF. Are you looking for a data dump?

    https://www.ibm.com/support/knowledgecenter/en/SSEP7J_11.1.0/com.ibm.swg.ba.cognos.ca_gtstd.doc/t_collab_export_pdf.html ​​



    ------------------------------
    DENNY NAREZNY
    ------------------------------



  • 3.  RE: Exporting Data in Dashboards

    Posted Tue February 04, 2020 03:24 PM
    Hi Denny,

    I should have been a little more specific.  Our customers want to be able to export in a .csv format or excel format from the Dashboard.  Is that a feature that will be coming soon?

    --
    Norm Johnson
    State of Utah
    Department of Technology Services
    Service Level Manager
    Office: 801-538-3021
    Cell: 801-389-7355
    normjohnson@utah.gov





  • 4.  RE: Exporting Data in Dashboards

    Posted Wed February 05, 2020 12:42 PM
    Hi Norm, yeah, that is another important difference between what can be done in Report vs. Dashboard.  Hopefully there will be tighter integration between those two capabilities, because if you could drill from dashboard to report, you could setup the target report to run as CSV or XLSX.  So I guess for now, to meet that requirement you will need to look at migrating your current dashboard into a report.  Good news is you can copy/paste dashboard widgets to report!

    ------------------------------
    Albert Valdez
    albert@intelalytics.com
    ------------------------------



  • 5.  RE: Exporting Data in Dashboards

    Posted Wed February 05, 2020 01:30 PM
    Thanks Albert and Matt for responding to my question.  Everyone hit the mark on this for me.  The customer was satisfied with just creating a pdf of their dashboard for now.  I appreciate the work around using reporting.  I also was hoping to find out if the ability to export aggregate or detail data was on IBM's radar for future enhancements and Matt confirmed that.  Thanks everyone.

    ------------------------------
    Norm Johnson
    ------------------------------



  • 6.  RE: Exporting Data in Dashboards

    Posted Wed February 05, 2020 12:59 PM
    From a dashboard perspective we are currently working on a means of exporting data to csv, and there are plenty of RFEs with votes attached (like this one for example) to back up the need.  Our plan is to give both authors and consumers a mechanism to choose between exporting aggregate or detail data. Albert makes a strong point on the ability to drill through to detail data and export from there, until our work is done.
    -Matt

    ------------------------------
    Matt Denham
    ------------------------------



  • 7.  RE: Exporting Data in Dashboards

    Posted Thu January 14, 2021 04:32 AM

    Hi Matt,

    Is there an update on the work you are doing for exporting data to csv from a Dashboard?

    rgds,

    Reinier



    ------------------------------
    Reinier Battenberg
    https://github.com/CognosExt
    ------------------------------



  • 8.  RE: Exporting Data in Dashboards

    Posted Mon January 18, 2021 03:57 AM
    Hi Reinier

    Export was introduced in R7 last summer - you can export data from each item on the dashboard:

    Torben


    ------------------------------
    Torben Noer
    Offering Manager, Cognos Analytics and Planning Analytics
    IBM
    ------------------------------



  • 9.  RE: Exporting Data in Dashboards

    Posted Tue June 22, 2021 02:42 AM
    Hi Torben,
    Thank you for sharing the details.
    I want to check on data exporting options for iframe links for dashboard.

    Let m give you little more context:
    So we created the dashboard in cognos and then we embedded the dashboards in html page using iframe links.
    Our customers wants to download the data for visualization from dashboard to csv, but I am unable to find any export option on iframe shared dashboard.

    Regards,
    Shub

    ------------------------------
    shubhendra vyas
    ------------------------------



  • 10.  RE: Exporting Data in Dashboards

    Posted Wed June 23, 2021 07:56 AM
    Good morning Shubhendra,

    The export option that is described in Torben's note, as well as in Alexis' note, is only available to users Editing the Dashboard.  It is not available to users Viewing a dashboard.  That is why you are not seeing the option in your embedded version, as Dashboards open in Viewing mode by default, and I'd further guess that you've suppressed the Application Bar and thus your users cannot switch to Edit mode (or perhaps you've customized the interface to remove the Edit button for certain groups of users).

    If you go to Cognos, open that Dashboard, and switch the Dashboard to Edit mode you will see the option to export data in the data tray.

    Best,

    Rich

    ------------------------------
    Richard Chester
    Director of Business Intelligence
    LPA Software Solutions
    ------------------------------



  • 11.  RE: Exporting Data in Dashboards

    Posted Thu June 24, 2021 04:06 AM
    Hi Richard,

    Thank you for the quick response.

    I never suppress the App bar option in iframe, I also found that by default parameter ui_appbar = "true" as per the document.
    https://www.ibm.com/docs/en/cognos-analytics/11.0.0?topic=mc-creating-custom-urls-display-run-cognos-analytics-content#wig_cr_create_custom_url

    Can there by any reason why app bar is not coming by default ?

    Also, I want to explore on download button option , Is there any way through which I can add label/button on dashboard for users to download the visualization data from iframe dashboard. Why I want to explore on this download button option is because we don't want to give Edit access to our users,we just want them as Viewers for dashboard.

    Let me know your thoughts on above

    Regards,
    Shub




    ------------------------------
    shubhendra vyas
    ------------------------------



  • 12.  RE: Exporting Data in Dashboards

    Posted Thu June 24, 2021 08:33 AM
    Hi Shub,

    You're welcome!

    The default "Embed" code that Cognos provides for the iframe (using the Share option) includes &ui_appbar=false and &ui_navbar=false in the code.  Of course you could change this code when you use it in your website, but that's what is generated when you click Share for the dashboard.. 

    My understanding is, if you omit those 2 options in your URL,  the default is that these UI objects are enabled.  So I imagine you have these items explicitly turned off in your iframe code today.

    I think most of the time you want those 2 UI objects turned off when you embed a dashboard.  You don't want users to have access to navigate to other objects within your cognos environment (navbar), and you don't want the user to have access to the Save, edit, Notifications, Personal menu and so on (appbar).

    As for your question about crafting a button to add to your dashboard that would perform the download... that's not something I have personally done.  Depending on what version of Cognos you're running, there may be a way to craft an extension that would do this... but I have my doubts.

    That's because the download functionality is on a visualization-by-visualization basis.  So this button you'd add would have to be on each visualization.

    The download functionality available in Cognos for Dashboards does NOT allow you to download all the data in your data source, only the data that is presented in each visualization, one at a time.  From your description, I believe you want to download the entire data set that you are using to present the visualizations in your dashboard.  This is not supported functionality in any release of Cognos Analytics at this time.  I believe there is an enhancement request to provide this functionality out there on the RFE site... and perhaps Torben or another person familiar with the product roadmap can comment on whether this functionality is officially on the roadmap for a future release... but its not there now.

    If you're looking to have a way for a user to download the dataset being used in the dashboard, perhaps the best way is to provide that feature in the website in which you've embedded the Dashboard, and not on the Dashboard itself.  For example, you could add a button that runs a Cognos report in Excel output format above or below the iframe that presents the Dashboard.   that report would dump the data set for the user when clicked. That might be more straightforward than trying to modify the Dashboard functionality with an extension.

    I hope that gives you some food for thought...

    Rich

    ------------------------------
    Richard Chester
    Director of Business Intelligence
    LPA Software Solutions
    ------------------------------



  • 13.  RE: Exporting Data in Dashboards

    Posted Tue January 19, 2021 03:28 PM
    Hi Reinier,
    You can have a CSV Export for a visualisation from the data tray.
    https://www.ibm.com/support/knowledgecenter/SSEP7J_11.1.0/com.ibm.swg.ba.cognos.ug_ca_dshb.doc/ca_viewing_visualization_data.html

    Just click on a visualization, and in the data datatray on the Visualization data menu "..." in the left upper corner. There is an Export Data option allowing CSV export of the selected visualization data.

    ------------------------------
    Alexis Caro
    ------------------------------



  • 14.  RE: Exporting Data in Dashboards

    Posted Thu June 24, 2021 10:06 AM

    Since export is only available in edit mode, I created an idea to expand the ability of download for consumer.  Here is the idea.

    Export on Dashboard R7 | IBM Data and AI Ideas Portal for Customers (aha.io)



    ------------------------------
    Jo Marie Sellner
    ------------------------------