Share Results

Export Data:

You can export data directly from Data Sheets or Summary Sheets on dashboard pages. If you’ve filtered and excluded data from your dashboard then you will be exporting the subset of data that is currently selected. (Note: Only the columns shown in the data sheet or summary sheet are exported. If you want to export additional columns, then they should be added to the chart. If you want the columns to export but don’t necessarily want to see those additional columns in the dashboard, place them over to the right and shrink the column width so that you don’t see them.)

To export data from a dashboard page, right click on the Data Sheet or Summary Sheet that you want to export and select “Export” from the popup menu (Figure 1). The data will be exported into a CSV file with a link that will open it in Excel.

Exporting data from a Summary Sheet (or Data Sheet)

Copy Charts and Pages

You can copy charts directly from the dashboard pages as they show on the screen. There are three ways to do this:

Copy a Single Chart: There are two ways to copy a single chart out of the dashboard.
- Method 1 Left click on the background of the chart so that the chart window displays a thin grey border around the outer edge (Figures 2, 3). NOTE: Be careful that you don’t click on any data in the chart because then you will be selecting data instead of selecting the chart window. Once the chart window is highlighted with the grey border use the “CTRL C” function on your keyboard to copy the chart. You can now paste the chart into a new document.
- Method 2 From the Share Ribbon, click on the Copy Chart button . From the displayed list of charts, select the chart to be copied to the clipboard. You can now paste the chart into a new document.
Export Current Page: In addition to copying a single chart from a dashboard page, you can also copy all of the charts on one dashboard page using the “Export Current Page” button on the Share Ribbon.
This menu selection will export whatever page is currently open in your dashboard. It opens a dialog (Figure 4) which will allow you to change the default export title and description for the page that you’re exporting (the default title is the page name in the dashboard). Next, choose the file format that you want to export the page to. Under Options, decide whether or not you want to include the color legend. Then save and open your new file.
Print screen: Another option is to screen capture the whole page by using the Windows Print Screen function.

Saving an ADVIZOR Project

You can save your work in an ADVIZOR project in one of two formats:

An .adv format contains the project definition, but no data. When an .adv project is opened it goes back to the source data and reloads and rebuilds itself with a current copy of the data. If you send this project to others, they must have rights and a path to access the data. If the project cannot find the source data, it will prompt the user for its location.
An .advm format contains the project definition and all the data. When an .advm project is opened it does NOT go back to the source data -- rather it loads the data that is stored in the project file into RAM, without going back to the data source(s). Because user rights are not an issue with this format, you can send (or post) this project to other ADVIZOR users as a standalone file.

To save an ADVIZOR project:

Open the File Ribbon on the top toolbar.
Select "Save" to resave the current project in the same name and format.
Select "Save As" to save the project under a new name or format.
Projects are originally created in .adv format. To save as an .advm form, select "Save As" and then make sure "Save as type" is set to .advm.

Automating project refresh and save

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Last updated 4 years ago

Export Data:

Exporting data from a Summary Sheet (or Data Sheet)

Copy Charts and Pages

You can copy charts directly from the dashboard pages as they show on the screen. There are three ways to do this:

Copy a Single Chart: There are two ways to copy a single chart out of the dashboard.

Method 1 Left click on the background of the chart so that the chart window displays a thin grey border around the outer edge (Figures 2, 3). NOTE: Be careful that you don’t click on any data in the chart because then you will be selecting data instead of selecting the chart window. Once the chart window is highlighted with the grey border use the “CTRL C” function on your keyboard to copy the chart. You can now paste the chart into a new document.

Method 2 From the Share Ribbon, click on the Copy Chart button . From the displayed list of charts, select the chart to be copied to the clipboard. You can now paste the chart into a new document.

Export Current Page: In addition to copying a single chart from a dashboard page, you can also copy all of the charts on one dashboard page using the “Export Current Page” button on the Share Ribbon.

This menu selection will export whatever page is currently open in your dashboard. It opens a dialog (Figure 4) which will allow you to change the default export title and description for the page that you’re exporting (the default title is the page name in the dashboard). Next, choose the file format that you want to export the page to. Under Options, decide whether or not you want to include the color legend. Then save and open your new file.

Print screen: Another option is to screen capture the whole page by using the Windows Print Screen function.

Saving an ADVIZOR Project

You can save your work in an ADVIZOR project in one of two formats:

An .adv format contains the project definition, but no data. When an .adv project is opened it goes back to the source data and reloads and rebuilds itself with a current copy of the data. If you send this project to others, they must have rights and a path to access the data. If the project cannot find the source data, it will prompt the user for its location.

An .advm format contains the project definition and all the data. When an .advm project is opened it does NOT go back to the source data -- rather it loads the data that is stored in the project file into RAM, without going back to the data source(s). Because user rights are not an issue with this format, you can send (or post) this project to other ADVIZOR users as a standalone file.

To save an ADVIZOR project:

Open the File Ribbon on the top toolbar.

Select "Save" to resave the current project in the same name and format.

Select "Save As" to save the project under a new name or format.

Projects are originally created in .adv format. To save as an .advm form, select "Save As" and then make sure "Save as type" is set to .advm.

Automating project refresh and save

Also, ADVIZOR ships with an adv2advm utility which will open an .adv project file in order to reload data from the data source(s), and then covert that file to an .advm for end-user viewing and interaction. This utility can be embedded in a short script so that a project can be refreshed periodically, say daily, with the end result being an .advm file. An .advm file will open faster, not impact the datasources, and consume less RAM than the same project in an .adv file format. See for more details.