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Domo Knowledge Base

Exporting KPI Cards

Version 24

 

You can export an individual KPI card to a .csv file, a Microsoft Excel spreadsheet file, or a Microsoft PowerPoint presentation. You can also export all of the KPI cards in a page to PowerPoint, with one card appearing per slide. If you export a page of cards to PowerPoint, any non-KPI cards may not be exported.

If you have filtered card data in either the page or KPI card Details view, those Filters remain in place when the cards are exported. For more information about using Page Filters, see Applying Page-Level Filters. For more information about using Card Filters, see Adding Filters to Your Chart.

Likewise, if data in a card is filtered due to PDP policies, those Filters are applied in the exported version. For more information about PDP, see Personalized Data Permissions (PDP).

You can also export a page of cards as a slideshow in Domo and then download it as a Microsoft PowerPoint presentation. This is essentially the same as using the Export as PowerPoint option discussed in this topic but requires extra steps. However, it also provides additional options not available when downloading directly to PowerPoint. For more information, see Exporting Publications.

You can export a drill down layer of a card as well. For more information on how to export a drill down, see Exporting Data from a Drill Path.

Notes: 

  • When you export a KPI card to a Microsoft PowerPoint presentation, it appears as is, in its card state. When you export a card to Excel or CSV, only the data from the card is pulled; graphical elements of the card do not appear. 

  • When exporting a table card with aggregations grouping rows together, the data will remain aggregated. To see the raw data, you must remove the aggregation in your table first, then export.

  • Be aware that when you export Heat Map Tables to Excel or CSV, the exported data may appear differently than expected, as it renders to match the table view of the data, not the card view. For more information about Heat Map Tables, see Table. For more information about the table view, see Card Details View Layout - Table view.

  • You can use a spreadsheet or text editor application to open a .csv file to see the exported data.

  • When any user exports a card, an event called "Exported DataSet" appears in the Activity Log in Admin Settings. This may lead to the assumption that the user who exported the card has access to the DataSet, but this is not necessarily the case.  

  • If your data contains a string data type column that contains only numeric values, such as zipcodes, it will be exported with a single quote added to the beginning of every value in the column to prevent Excel from enabling their auto macro functionality. (e.g. '84084) 

  • Both CSV and XLSX exports append a single quote on string columns displaying negative numbers. This is for security purposes, to prevent auto-macro functionality. If you remove the quotes, the cell values immediately become active macros. 

Training Video - Filtering and Exporting a Card

 

 

Note: The product training videos are for Domo customers and clients only.

To export a page of cards to PowerPoint,

  1. (Conditional) If you want to filter data, use Page Filters to filter data in the page.

  2. Click the  icon in the top right corner of the card page, next to the Add Card button.

  3. Select Export as PowerPoint.

The page of cards is downloaded to PowerPoint, with one card appearing per slide.

You can export a single KPI card from either the card page or the Details view.

To export a single KPI card,

  1. (Conditional) If you want to filter data, use Page or Card Filters to filter data in the page or KPI card Details view.

  2. Do either of the following:

    • (Conditional) If you are in the card page, mouse over the card that you want to export, click > Send / Export.
      The Export dialog opens.

    • (Conditional) If you are in the Details view, click  > Send / Export.
      The Export dialog opens.

  3. Select the option you want.
    Depending on the type, options include Email, Print, Excel, CSV, or PowerPoint.

Important: Sumo and notebook cards cannot currently be exported.