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Preset Feature Feedback
Status Gathering Feedback
Categories New feature
Created by Kristie Wirth
Created on Jul 13, 2022

Improve the Excel export for Pivot Table charts

What is the problem or goal the end user is trying to solve or accomplish?

Users would like to export a Pivot Table from Preset to Excel while maintaing the visuals/formatting.

How are they solving it currently?

Currently not possible -- exporting both to Excel and CSV changes the formatting.

What is the recommended solution by the Customer?

Improve the Excel export for Pivot Tables to maintain formatting/structure.

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  • Derek Baron
    Reply
    |
    Apr 22, 2024

    I have multiple business users who want to download to excel their pivot table from preset, and retain the format. This is possible using the 'Chart' option, but they want to do this from the Dashboard view of the Chart as well because this is where filters are applied and most of these business users operate in Dashboards and not the Chart view.

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