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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.
Additional Resources
For more details, visit the official documentation:
Pivot Table Visual – Embedded BI Widget