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Flexibility to Aggregate Bar Chart Data into Reporting Exports

  • 15 November 2019
  • 4 replies
  • 113 views

Userlevel 2

Background/Context: Executive Leadership Teams need the ability to easily manipulate and quickly export customer data for thorough ELT client review/discussion. 

Situation: Currently when exporting a bar chart you can only select 1 bar to export at a given time. For example in the screenshot below if a leadership team is assessing customer initiatives that are red/yellow and green, they have to click each individual bar/which groups that data, export, then consolidate all 3 data sets into 1 excel. This is extremely cumbersome. 

 

In the example below each bar represents an ACCOUNT. It would be great to export all 5 data sets within this account (1 red) (4 yellow). Instead you must click the red section to export, then click the yellow to export and consolidate in excel. This is only for 1 customer. Doing this for every customer requires that same manipulation over again. 

Product Enhancement Request: Add the ability to click to select/drag multiple bars that should be exported in 1 excel.  

 

Additional Impact/Use Cases: The ability for export is critical for communication and also cross collaboration among teams. For example in our organization AEs and CSMs leaders conduct client reviews and can benefit from the quick and easily ability to consolidate data they share on 1 account.

 


4 replies

Userlevel 7
Badge +2

+1.  I often find myself having to create raw data tables so that the person can export all at once to get around this.

Userlevel 7

Thanks @shiela_kern for bringing this up

 

End users in Dashboard can convert this to a Tabular visualization and download the entire data in excel. Does this solve the use-case? 

Userlevel 6
Badge

Thanks @shiela_kern for bringing this up

 

End users in Dashboard can convert this to a Tabular visualization and download the entire data in excel. Does this solve the use-case? 

Thanks for following up!  This view does not include the drill-down information you get when you click within a report.  Our only work-around has been to create multiple reports with the same information, 1 a display including a count and another with a tabular view that does not aggregate by count that the end user can export to analyze.  

Userlevel 7

Ahh,

Yes, the additional fields will not work in the tabular visualization. 

 

Will will consider this problem in the redesign and think of a possible solution for the same. 

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