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Export Dashboard Data to Excel with Images in Bold BI

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Exporting dashboard data to Excel with images in the same tab is a feature available in Bold BI. This functionality allows for a more comprehensive data representation by including visual elements alongside the data. The process to enable this feature varies depending on the version of Bold BI you are using. This feature is available from the 6.17 version of Bold BI.

For Versions 6.17

  1. Locate the appsettings.json file in your deployment directory, typically found at. 

    Windows: {Deploy_location}\bi\dataservice\appsettings.json
    Linux: /var/www/bold-services/application/bi/dataservice
  2. Edit the file and set the IsExcelWithImage flag to true as shown below:

    {
      "IsExcelWithImage": true
    }
    
  3. Save the changes to the appsettings.json file.

  4.  Refer to the following image

For Versions 6.18

In version 6.18, the configuration location was changed to better accommodate both on-premise and cloud environments:

  1. Access the UMS settings page within Bold BI.

  2. Navigate to the Configuration section and open the config.xml file.

  3. Set the IsExcelWithImage flag to true in the config.xml file.

    <Export>
      <IsExcelWithImage>true</IsExcelWithImage>
    </Export>
    
  4. Save the changes to the config.xml file. 

  5.  Refer to the following image

    For Versions 6.19 and Above version.

    Starting from version 6.19 and higher, we have updated the config.xml file to config.json.

    In version 6.19, the configuration location was changed to better accommodate both on-premise and cloud environments:

    1. Access the UMS settings page within Bold BI.

    2. Navigate to the Configuration section and open the config.json file.

    3. Set the IsExcelWithImage flag to true in the config.json file.

       "Export": {
            "IsExcelWithImage": true,
          },
    4. Save the changes to the config.json file. 

    5.  Refer to the following image

After following these steps, you will be able to export your dashboard data to Excel with images included in the same tab. This feature enhances the visual aspect of your data reports and can be particularly useful for presentations and data analysis.

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Written by Premkumar Nedumaran
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