Exporting Components to Excel

Version

Application Scenarios

After finishing the business analysis, you may want to export the data from FineBI to the local.

Functions

You can export all data in the component to Excel and save it locally.

There are three ways for exporting data to Excel in components:

• Export data to Excel in the component editing interface.

• Export data to Excel in dashboard editing/preview interface.

• Export data to Excel for components that have been mounted to the directory interface.

Exporting from Component Editing Interface

On the component configuration interface, click the button Export Excel in the function bar.

Exporting from Dashboard Editing Interface

On the dashboard editing interface, select the corresponding component and click  > Export Excel.

Exporting from Dashboard Preview Interface

Go to the dashboard preview interface and click  > Export Excel.

Exporting from Directory Interface

To export the mounted dashboard component, ordinary users need the admin to enable directory export permissions before exporting the component. Select the component and click  > Export Excel.

Table Component

If the exported component is a table and there are filtering conditions, the generated Excel file will contain two sheets.

Display data of all expanded dimension nodes, including the theme color and column width of the component.

You can further process and summarize the exported Excel data to meet other needs.

Chart Component

If the exported component is a chart, the following data will be exported.

If there are multiple indicators with the same granularity in the chart and no special display, the data will be merged and displayed on one sheet page.

Note: If there are indicator fields on both the horizontal and vertical axes, the axis with more indicator fields will be exported when the component is exported to Excel. If the number of indicator fields is the same, the exported field will be the vertical axis indicator.

Filter Condition

The graphic effect of the component will be displayed. If filters are used on the interface, the corresponding export will also be subject to the filtering. The exported content is consistent with the analysis results currently viewed by you.

• Whether it is a table component or a chart component, when the row and column of the detailed data exceeds the maximum limit of Excel, it will be displayed in multiple sheets. For example, the maximum number of rows in Excel 2007 and later is 1,048,576. If the number of rows of exported data exceeds 1,048,576, it will be displayed in multiple sheets.

• The date exported by FineBI is not in Excel's date format, but in text format, which can be converted to date format in Excel.

• For direct data, the result of sorting that is not provided by FineBI is not fixed, and the sorting of the content exported by the component to Excel may be different. For example, when the connected database is ClickHouse, the detail table is exported to Excel multiple times with different sorting orders, because ClickHouse database does not perform sorting, the order of each query result is random.