Export data from a Chart’nX dashboard to a CSV file

The Export to CSV window of a saved Chart’nX dashboard downloads the data of the panels and series you choose, over the period you want, in a file for spreadsheets or for data processing. The export creates a copy of the data: it does not modify the dashboard.

For users with view access to the dashboard, as well as administrators and installers. The export does not require switching to administration.

Before you start

• The saved dashboard is open in view mode, with its charts and its period bar, from Emergy’nX or from Boss’nX. The export button exists neither in the generator nor in its preview tab.
• View permission is enough: do not request administrator rights only to export.

Open the export window

1. Check the project and dashboard name in the Chart’nX header.
2. In the top bar, select the download icon shaped like a down arrow, tooltip Export to CSV. It is located near the Shared Y scale and Timezone controls.
3. In the Export to CSV window, check the dashboard name.

On a narrow screen, the panel selection and the settings follow one another vertically: scroll the window. The format settings are then grouped under Advanced options.

Choose the panels and series

1. In Panels to export, check the panels you want under Time series and Summaries.
2. To take only some of a panel’s series, open it with the small chevron on the right of its row, then check the series you want. overlay rows that accompany regular series must be checked explicitly.
3. Beyond eight panels, the Filter panels… field appears: type part of the title you are looking for. All and None act on the panels visible with this filter; panels selected and then hidden remain selected.
4. Clear the filter to check the complete selection before continuing.

Choose the format and the period

1. Choose Excel report for a CSV suited to spreadsheets, or Raw data for data processing. The differences and the detailed settings are described in Choose the export format.
2. Under Period, check From, To and Time step. You can also choose Displayed period, 7 days, 30 days or Previous month. The end must be strictly after the start.

The date and time fields use the browser’s local time. The timestamp written in the file is a separate setting, among the format options.

Start the export

1. Review the estimate at the bottom of the window, then select Export.
2. In Export in progress…, follow the number of panels retrieved. Once the data has been retrieved and the files generated, the download starts and the window closes.

Before starting, Cancel or the Close cross exits the window. During the export, Stop all interrupts the requests and returns to the settings.

Check the result

Open your browser’s downloads. A single file is delivered directly; several files are grouped in a ZIP archive. Before using the result, check the dashboard name, the period and the units.

Troubleshooting

If the export button is missing, go back to viewing the saved dashboard. For a grayed-out button, a missing panel, a partial export or a file you cannot find, follow the export troubleshooting guide.

If the expected dashboard or the button remains inaccessible, write to support@can-nx.com, stating the application from which you open Chart’nX.

French labels: see the export label mapping.