Data excel export at dashboard level

Dear Team,

I am using Helical Insight 3.1. Most of my users are using dashboards. I want to give an option to an end user so that they can export the data (in excel) form of individual reports at the dashboard level. Right now the excel export at dashboard level is taking a snapshot and exporting it. This is especially useful when I have implemented the cascading at dashboard level
Can you help me with the solution?

Thank You,

1 Like

Hi Marc,

Below are the steps to deploy

Helical_Excel export.zip (8.6 MB)

  1. Download the above zip file. Copy all 6 files from the folder โ€œLibrariesโ€ into the backend Helical Insight server location of the following path. Some of the files you may need to overwrite :

โ€ฆ\hi\apache-tomcat-7\webapps\hi-ee\WEB-INF\lib

  1. Copy the โ€œexcelFile.jspโ€ into the below path :

โ€ฆ\hi\apache-tomcat-7\webapps\hi-ee\WEB-INF\jsp

  1. Create a new folder in the hi-repository with the name as โ€œhwfโ€

Path of hi-repository generally is :โ€ฆ\hi\hi-repository

Copy โ€œExcelAdhoc.hwfโ€ file into this newly created hwf folder at the backend.

  1. Restart the tomcat server.

  2. Now for whichever reports you would like to enable this excel data export while you are creating the report apply the below HTML and CSS

CSS :

.button_cls{ background-color: rgb(142,36,170 );
color: white;
border: 1px solid rgb(142,36,170 );
cursor: pointer;
position: absolute;
margin-top: 0px;
top: 0px;
margin-left: -1px;
border-radius: 3px;
padding: 2px 6px;
font: bold 15px calibri}
#main{ padding: 30px 0px;}
.button_cls{
left:10px;
}

JS :

function doExport(){
var formData1=JSON.stringify(hi_container.get("reportData").formData);
var formData=window.btoa(formData1);

var fileName = "ExcelAdhoc.hwf";

var f = document.createElement("form");
f.setAttribute('method',"post");
f.setAttribute('action',DashboardGlobals.baseUrl+"workflow.html?dir=hwf");
f.setAttribute('style',"display:none");

var i = document.createElement("input"); //input element, text
i.setAttribute('type',"text");
i.setAttribute('name',"fileName");
i.setAttribute('value',fileName);

var j = document.createElement("input"); //input element, text
j.setAttribute('type',"text");
j.setAttribute('name',"formData");
j.setAttribute('value',formData);

var s = document.createElement("input"); //input element, Submit button
s.setAttribute('type',"submit");
s.setAttribute('value',"Submit");

f.appendChild(i);
f.appendChild(j);
f.appendChild(s);

document.getElementsByTagName('body')[0].appendChild(f);

f.submit();
}

var excelButton=document.createElement("button");
excelButton.innerHTML="Excel";
excelButton.setAttribute('type', "button");
excelButton.setAttribute('class', "button_cls");
excelButton.onclick=function(){

doExport();

};
document.body.append(excelButton);
  1. When the above script is applied an โ€œExcelโ€ button will appear on the report. This will enable you to export the data into Excel format for any kind of chart / table / crosstabular as well.

Thank You
From Team Helical.