About the Export to Excel Click Action

Excel click actions export the contents of a ProDiver marker or Spectre Dive file to a Microsoft Excel spreadsheet, which is typically opened in a new browser tab. Excel must be installed on the client system.

This click action can appear as an Excel icon Excel icon. at the bottom of the portlet or as an Closedoption in the click action context menu.

Click action context menu on a marker portlet.

Considerations

Different browsers and settings can complicate use of Excel click actions. Consider the following:

  • DivePort uses the Apache library Java API for Microsoft Documents to output xls files. The results are compatible with current versions of Excel as well as OpenOffice.

  • DivePort can include images in the generated Excel files, with the caveats:

    • The image must be a jpg or png file

    • You must specify the full URL and it must be accessible without authentication or proxies

  • If the click action fails to complete successfully, review any generated workbook for error information.

  • If the number of rows in the portlet surpasses the maximum limit set in Excel, only the number of rows defined as the maximum limit in Excel are exported.

  • By default, Measures portlets are limited to displaying 100,000 rows from a dive, cplan, cbase, or marker file. You can increase the limit by setting the measures-portlet.row-limit attribute in the portaldb file. The subsequent Excel file is constrained by this value.

  • Administrators can prevent users from exporting large files by setting the xls.row-limit attribute in the portaldb file.

  • When exporting a single portlet using an Excel click action, only content from that portlet is exported. Other portlets on the page are not included in the resulting spreadsheet.

Export to Excel click actions can be added to the following types of portlets:

  • Analysis
  • Chart
  • Marker
  • Matrix
  • Measures
  • Table Editor

Starting in DivePort 7.1(26), printing settings in Analysis, Chart, Matrix, and Measures portlets can be used to specify header and footer information that appears on the exported Excel file.

File names

The exported file name depends on the portlet type.

In DivePort 7.1(25) and later:

  • Chart portlets use the chart title if there is one, else the portlet name, else data source name, else data

  • Measures portlets use the portlet name if there is one, else the data source name, else data

  • Default analysis portlets use the portlet name if there is one, else the measure label

  • Custom analysis portlets use the portlet name if there is one, else <analysis name> Analysis

  • Matrix portlets use the portlet name if there is one, else the factory project name, else factory

  • Marker portlets use the portlet name if there is one, else the marker name, else data

  • Table editor portlets use the portlet name if there is one, else the repository name, else table

    NOTE: You can override these values with a custom file name when you create the click action.

Prior to DivePort 7.1(21):

NOTE: Some special characters might be omitted from the file name.

See also: