Create a PDF Export

In Group Visualization, you can export visualised group charts to the PDF format. You can download the export to your local drive or save it to Working Documents.

  1. Run a group structure and select Visualisation. If the visualisation has already been created, select Group Visualization in the company banner.

    Refer to Run a group structure to learn more about how to run a group structure.

  2. Manipulate the chart as required.

    You can use filters and groups, define what information displays in the entity boxes and their appearance.

  3. Select Export Export_download_icon.

  4. Select Export as PDF document.

    The Export as PDF document window displays.

  5. In the window, select the export output option. You can export the PDF for viewing or for print.

  6. Select the paper size or ratio from the dropdown list.

    You have the following options:

    • Automatic fit on an optimal number of A4 pages: Auto-fit: one or more A4 sheets (available only when exporting for viewing)

    • Automatic fit on an optimal number of letter-sized pages: Auto-fit: one or more letter sheets (available only when exporting for viewing)

    • International paper sizes: A4, A3, A2, A1, A0

    • US standard paper sizes: Letter (ANSI A), Legal, Tabloid (ANSI B), 2x Tabloid (ANSI C), 4x Tabloid (ANSI D), 8x Tabloid (ANSI E)

    The largest chart determines the size of the page in the selected ratio.

    Each chart you select will appear on a separate PDF page.

  7. From Charts, select the charts to include in the export.

  8. (Optional) From Export options, select additional settings to customise your export.

    Option

    Description

    Portrait page orientation

    This option is only available in export for printing.

    By default, the export uses landscape orientation. If you select this option, the charts are exported in portrait orientation.

    Add cover and index pages

    This option adds the following pages to the export:

    • A cover page with a table of contents

    • An interactive index page with a list of entities and page numbers.

    When you select the page number in the exported file, you are taken to the entity on that page.

    Omit main chart name from sub-chart index entries

    This option is only available if you select Add cover and index pages.

    If you create an export with only sub-charts and omit the main chart from the file, you can customize index entries on the cover page.

    • Select this option to only include child entity names in all index entries.
    • Deselect this option to include the parent entity’s name next to the child entity in each index entry.

    Include legend

    This option adds a legend to the export.

    The legend includes the conditional formatting rules that apply to the given chart. For example, if a conditional formatting rule does not apply to any of the entities on a sub-chart, the legend does not display the rule.

    Complete legend for all sub-charts

    Use this option in combination with Include legend to display all the legend entries defined for the sub-chart included in the exported file.

    Add confidential watermark

    This option adds the "Confidential" watermark to the output.

    Fully expand structure

    By default, the group structure is exported with the same display settings as the original chart.

    This option displays the fully expanded group structure in the output even when it is not fully expanded on the screen.

    Highlight selected entity

    This option adds a highlight to an entity you select in Group Visualization. The highlight also shows the entity's relationships.
    Use optimal grid layout

    This option distributes the entities in the chart across pages to avoid splitting the nodes.
    Use margins

    This option adds dashed-line margins to each page, creating overlap for assembling charts without losing any data. Each margin displays the number of the page to connect to.

    Note

    When used in combination with Use optimal grid layout, the dashed-line margin does not cross any entity box. Some entities are partially repeated in the margins to prevent data loss when you combine the pages.

  9. Select Export.

    The Stored Charts panel displays the export. The progress of the export is shown in the status bar.

To cancel the export, select the x icon next the status bar.

You can edit the chart without altering the export that is running in the background.

When the export is complete, you receive a notification.

What's next?

In Stored Charts, you can download the file to your desktop, save it to Working Documents or remove it from the list. Refer to Stored Charts to learn more.

See also

Filter the visualised group structure

Group Entities in the Visualised Group Structure

Sort Entities in the Visualised Group Structure

Set Details to Display in Entity Boxes

Ownership Options in Group Structure Visualisation

Create conditional formatting rules for entities

Create conditional formatting rules for relationships

Create Sub-Charts

Add Text to Charts

Create a PNG Export

Create a PowerPoint Export

Export as Chart File