ClearPoint makes collaboration easy by allowing you to export Measure Data Tables in different formats like Excel, PDF, or HTML.
Exporting to Excel
Select Scorecards & Elements from the Control Panel
Choose Manage Elements
Open Measures
Select the Measure you are going to be working with, in this example, ‘Revenue’.
Click on the dropdown menu next to the edit Pencil icon
Click on Export to Excel
To generate the file for ClearPoint Sync mark the checkbox next to Generate for ClearPoint Sync
Click Generate
The exported file will be emailed to your email address and posted to your Alerts Inbox. It can also be downloaded from Page Exports under Documents on the Control Panel.
Exporting to PDF or HTML
Take a look at our articles on Exporting to PDF and HTML for step-by-step instructions.
For exporting pages that include Measure Data Tables specifically, size and format specifications are important. Depending on the page size and orientation for PDF and window width for HTML exports, after a certain number of series, the data table will 'pivot' and reorient to list the series vertically, only showing one period of data.
Because of this, we have provided guidelines in the tables below to help you select the best option for the number of series in your data table.
PDF Export
HTML Export
