You are sharing a sales dashboard with several stakeholders, and you need to export the report with some annotations and comments included for further discussion. The stakeholders will use the exported version as a reference for a meeting.
How would you export this report along with any annotations or comments in SAP Analytics Cloud?
Ans: In order to exort the sales dashboard with annotations and comments, for stakeholders, we can use the export to pdf feature. Here, we can not only include the visual content of the dashboard but also use any kind of annotations or comments for the report.
Here are the steps we can follow:
– Open the story or dashboard, use the annotation feature, and add the comments or notes to the report.
– Ensure all the comments are visible along with the comment section should also be enabled.
– Once we add all the comments and annotations, we can export or share the data in pdf format.
During the generate pdf process, we can opt for all the pages or sections of the reports that should be downloaded and which should not be required.
Once done we can share these reports with the stakeholders.
– While working with annotations and comments, we should we sure that they are placed on the clearly visible locations. Text widgets can also be used for more clarity. By exporting the report in the PDF with annotations, we can ensure the stakeholders receive comprehensive reports for their business which has both visual data and contextual data as and when required.
– This way we can make sure proper annotations can be added as and when required.
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