Exporting to 3DSpace

You can export snapshots of any Project Intelligence line or bar chart to 3DSpace. This feature allows you to use images of your charts outside Project Intelligence, for example, in your reports.

Important: All kinds of exports described on this page, including the update of an existing file, create new 3DSpace objects. These objects:
  • Are visible to anyone who has access to your collaborative space, meaning that they can access the snapshots of your charts, even if they are not allowed to access these charts on Project Intelligence.
  • Use 3DSpace storage space.

For more information about 3DSpace, see Social and Collaborative: Enterprise Modeling and Execution: 3DSpace.

This task shows you how to:

Before you begin:
  • Your Project Intelligence administrator has enabled the Export Chart to 3DSpace feature.
  • Have a 3DSpace access role that allows you to create content on 3DSpace.

Export as a File to an Existing 3DSpace Document

You can take a snapshot of a Project Intelligence line or bar chart and attach it as a file to an existing 3DSpace document.

  1. On the line or bar chart you want to export a snapshot of, click Menu > Export to 3DSpace.
    A snapshot of the chart is taken and the Export to 3DSpace dialog box opens. This Export to 3DSpace dialog box displays the snapshot that was taken.
    Note: The snapshot reflects all visible interactions you may have had with the chart before you clicked Export to 3DSpace. For example, if you hid a series, this series is also hidden from the snapshot.
  2. From any widget that displays the 3DSpace document you want to attach your snapshot to, drag this 3DSpace document to the Drop 3DSpace Object area of the Export to 3DSpace dialog box.
    The Document Information and File Information panes appear.
    Note: The Document Information pane displays the properties of the 3DSpace document you dropped in read-only mode.
  3. From the File Information pane, do either of the following:
    • To attach your snapshot to the 3DSpace document as a new file, select the Add New File check box and enter a name for your snapshot in the Name field.
    • To update an existing file of the 3DSpace document with your snapshot, clear the Add New File check box and select the existing file you want to update from the Name list.
      Note: Updating an existing file creates a new version of the file. For more information, see Social and Collaborative: Enterprise Modeling and Execution: 3DSpace: Managing Content: Updating Existing Documents.
  4. Optional: In the Comments field, enter a comment.
  5. Click Export.
    Your snapshot is added as new file or replaces an existing file accordingly, and a Drag object [Document Name: Document Title] command is displayed.
    Important: Any user who has access to your collaborative space can access the snapshot of your chart, even if they are not allowed to access this chart on Project Intelligence.
  6. Optional: Drag the Drag object [Document Name: Document Title] command to any compatible widget to use this document in this widget.
  7. Optional: Click the snapshot that is displayed on the Export to 3DSpace dialog box to download it to your computer.
  8. Click to close the Export to 3DSpace dialog box.

Export as a File to a New 3DSpace Document

You can take a snapshot of a Project Intelligence line or bar chart and attach it as a file to a new 3DSpace document.

Before you begin: Your Project Intelligence administrator has enabled the Enable New Document Creation feature.
  1. On the line or bar chart you want to export a snapshot of, click Menu > Export to 3DSpace.
    A snapshot of the chart is taken and the Export to 3DSpace dialog box opens. This Export to 3DSpace dialog box displays the snapshot that was taken.
    Note: The snapshot reflects all visible interactions you may have had with the chart before you clicked Export to 3DSpace. For example, if you hid a series, this series is also hidden from the snapshot.
  2. On the Export to 3DSpace dialog box, click the Add New Document switch.
    The switch turns blue, and the Document Information and File Information panes appear.
  3. In the Title field, enter a title for the new 3DSpace document you are about to create.
  4. In the Name field, enter a name for your snapshot. This snapshot will be attached as a file to your 3DSpace document.
  5. Optional: Fill all other optional fields.
  6. Click Export.
    A new 3DSpace document is created, and a Drag object [Document Name: Document Title] command is displayed.
    Important: Any user who has access to your collaborative space can access the snapshot of your chart, even if they are not allowed to access this chart on Project Intelligence.
  7. Optional: Drag the Drag object [Document Name: Document Title] command to any compatible widget to use this document in this widget.
  8. Optional: Click the snapshot that is displayed on the Export to 3DSpace dialog box to download it to your computer.
  9. Click to close the Export to 3DSpace dialog box.