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melissa_allen
melissa_allen
Contributor ⭐️⭐️⭐️
August 11, 2016

Is there the ability to email a dashboard in excel?

  • August 11, 2016
  • 12 replies
  • 24 views
We have a lot of tables in our dashboards. Is there the ability to email a dashboard that comes as an excel attachment? When it gets put into a ppt, the report spans many slides. I have looked to see if this is available, but just can't seem to find it. Thanks!

      12 replies

      sudarshan_vig
      sudarshan_vig
      Contributor ⭐️⭐️⭐️⭐️⭐️
      August 12, 2016
      Hey Melissa, If the Dashboard contains only grid (table) type reports, export to Excel will be relatively easier to ship. Are you also looking at chart reports to be exported to Excel? That would be a more robust task. Do let me know and then I'll add it to the roadmap. Thanks for ideating! 🙂
      melissa_allen
      melissa_allenAuthor
      Contributor ⭐️⭐️⭐️
      August 12, 2016
      For now, this would be my ideal scenario: i would love for it to have the option to do either the ppt email or the excel file email when you go to set up the schedule. Then if the excel file attachment email is chosen, for it work if the dashboard only has grid type reports - until you can get the charts in excel worked out at least!:) 
        sudarshan_vig
        sudarshan_vig
        Contributor ⭐️⭐️⭐️⭐️⭐️
        August 17, 2016
        Sure Melissa, will add this to my roadmap and update you once we have picked it up. Thanks again 🙂
          willybeanes
          willybeanes
          Contributor ⭐️⭐️⭐️
          September 20, 2016
          Hi we'd also like to explore sending utilization data as an excel file instead of the body of the email.
          Will Harris
            janet_h
            janet_h
            Contributor ⭐️⭐️
            September 23, 2016
            Exporting in Excel format is also a request of mine.

              jessica_brunelle
              jessica_brunelle
              Contributor ⭐️⭐️
              February 1, 2017
              I am also interested in this feature!!
                johnny_burtchaell
                johnny_burtchaell
                Helper ⭐️
                February 8, 2017
                agree. Having options is critical
                gaurav_kotak
                gaurav_kotak
                Expert ⭐️
                February 23, 2017
                What you can do now is send a copilot email to internal users. Typically copilot email embed the graph in the body of the email as willybeanes pointed out. However if it is a tabular report, then it is attached as a CSV. 
                  melissa_allen
                  melissa_allenAuthor
                  Contributor ⭐️⭐️⭐️
                  February 23, 2017
                  Great. Thanks! I will start using co-pilot for this if it now attaches it as a CSV.
                  gaurav_kotak
                  gaurav_kotak
                  Expert ⭐️
                  February 24, 2017
                  Melissa, sorry I accidentally mentioned that this feature has been released. It got pushed out but it is in the roadmap. Sorry about the confusion. For now best option is, export each report from dashboard and manually sending email. Also for Spring Release (May timeframe) team is working on dramatically improving the formatting of tables in PPT so that may become more viable. thx
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