How to Export a Dashboard with Drill-Down Hierarchy in Pivot Grid
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When exporting a dashboard as a PDF or Image, only the top-level hierarchy (for example, Year) may appear in the exported file, even though the dashboard displays a drill-down hierarchy such as Year → Country → City.
By default, Bold BI exports the widget based on its collapsed hierarchy state. If the hierarchy nodes are not expanded by default, only the top-level data will be included in the export.
To export the dashboard with the complete drill-down hierarchy (Year → Country → City), the Expand Nodes By Default option must be enabled in the widget settings.
Steps to enable Expand Nodes By Default option
- Open the dashboard in Edit mode and select the widget that contains the drill-down hierarchy.
- Navigate to Properties → Basic Settings and Enable Expand Nodes By Default.
- Save the dashboard. Now, export the dashboard as PDF or Image.
The exported PDF or Image will display the full drill-down hierarchy (Year → Country → City) exactly as shown in the dashboard UI.
In Bold BI version 15.1 or later, the expanded node state is properly retained in view mode when the Expand Node by Default State option is enabled.
Additional Resources
For more details, visit the official documentation:
Pivot Table Visual – Embedded BI Widget
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