Harmoni has been designed as a data delivery platform, so your data can stay in one place through the whole process - from data design to data presentation. The best way to share results and insights generated in Harmoni is through Harmoni stories and dashboards.
You can export tables and charts from Harmoni directly to PowerPoint and Excel. Exports closely match the Harmoni view but may not be identical. Charts are exported to PowerPoint as editable objects, so you can get them just the way you need them once they’re exported.
In this article
1. Export Stories
There are three options to export entire stories to PPT or Excel.
1. From the three-dot menu on the Story tile, select Export to XLS or Export to PPT.
2. When you are in the Story preview pane, click on the XLS or PPT icons in the top right corner.
3. When you are in the Story View preview pane (after clicking on a story view), click on the XLS or PPT icons in the top right corner and select Export story from the drop-down menu.
- From the three-dot to, select export to Excel (XLS) or PowerPoint (PPT)
- Alternatively, click the XLS or PPT icons in the top right corner
- Locate your file in the downloads folder
Excel does not fully support some special characters in the filename.
Harmoni converts the following characters in Story names at export:
? \ / " < > : | *
Harmoni converts the following characters to an underscore _ when the Story is exported to Excel:
- Question mark ?
- Forward or backward slash / \
- Colon :
- Pipe |
- Asterisk *
The following characters are replaced with alternative text:
- Less than sign < is converted to <
- Greater than sign > is converted to >
- Speech mark " is converted to "
2. Export a View from a Story
There are two options to export a story view to PPT or Excel.
1. When you are in the Story preview pane, click the three-dot menu on the Story view tile and select Export to XLS or Export to PPT.
2. When you are in the Story view preview pane, click on the XLS or PPT icons in the top right corner and select Export view from the drop-down menu. Note, you can also use the three-dot menu on the story view tile in the left-hand pane.
3. Export Formats
PowerPoint Export
When you export a story to PowerPoint, each view of the story becomes a slide in your PowerPoint presentation. Harmoni exports charts as an editable chart and includes the information from the interactive title.
Harmoni exports to a PowerPoint template which is customizable.
Learn more about PowerPoint templates.
Edit Data and Data Labels in PowerPoint Exports
When you export a Harmoni chart to PowerPoint, you are able to edit the chart, however, there is no link between the data and the data labels.
The reason for this is the labels are switched to edit mode in order to insert the SIG testing icons. This breaks the link between the data and labels and means that if you want to update a data point after the export, you need to manually change both the data and the label.
In the example GIF below, these steps are taken to update a data point on a bar chart:
- In the PPT export, access the data table and change the data point. The representation of the value changes; in this example, the size of the bar in the bar chart increases, but the label value remains the same.
- Select the data label that needs changing.
- From the Chart Elements menu, deselect, then select Data Labels. This removes, then adds the corrected value without the percentage sign.
- To add the percentage sign, select the data label, right click and choose Insert Data Label Field. This allows you to add a % sign after the number. You can also select the data label and click into the text box to add the % sign.
- Edit the value in the data table
- Select the label and update the value via the Chart Elements menu
- Add the percentage sign (%) to the label
Excel Export
When exporting a story or a story view to Excel, whether your story view is a chart or a table, the view in Excel is a table. Each view is exported to a separate tab and the analysis header name is used for the tab label. Excel limits the tab names to 30 characters.
Unlike a PowerPoint export, comments that are added to the story view in Harmoni, are not exported to Excel.
4. Invalid Views
Occasionally you may notice a story view becomes invalid. This usually happens because the axes used to create the analysis (down, across, filter, etc.) are missing due to being deleted from the project or because these are not available when using Global filters. When a global filter is active, views will be filtered to show data applicable to that filter.
When exporting to PowerPoint, an invalid view will create a blank slide.
5. Rounding on export
Two rounding options are available in Harmoni. The default option is School Rounding, but this can be changed to Bankers Rounding.
Whichever form of rounding is in place, the following rules apply on export:
- When exporting to Excel, we export numbers with the same number of decimal points shown in Harmoni.
- When exporting to PowerPoint graphs, we plot the full number but display the rounded number.
For example, in a graph, we plot 2.61 and 2.64, so the 2.61 appears lower, but they both show 2.6. - When exporting to PowerPoint tables, we export numbers with the same number of decimal points as shown in Harmoni.
Learn more about the rounding options in Harmoni.
Where to from here?
Learn more about Harmoni: