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Manage Exporting Capabilities in ASP.NET Web Forms

  • 13 minutes to read

The ASP.NET Web Forms Dashboard control allows users to export an entire dashboard or individual dashboard items.

Server-Side API

ASPxDashboard

The ASPxDashboard control’s server-side API allows you to customize the default export options, customize export documents at runtime, etc.

ASPxDashboard.AllowExportDashboard
Gets or sets whether the entire dashboard can be exported by end-users.
ASPxDashboard.AllowExportDashboardItems
Gets or sets whether the dashboard items can be exported by end-users.
ASPxDashboard.PdfExportOptions
Provides access to options related to exporting a dashboard/dashboard item to PDF format.
ASPxDashboard.ImageExportOptions
Provides access to options related to exporting a dashboard/dashboard item to an image.
ASPxDashboard.ExcelExportOptions
Provides access to options related to exporting a dashboard item to Excel format.
ASPxDashboard.BeforeExportDocument
Allows you to hide specific dashboard items when exporting the entire dashboard.
ASPxDashboard.CustomExport
Allows you to customize the exported document.
ASPxDashboard.CustomizeExportDocument
Allows you to customize the stream containing the resulting document (such as PDF, Image, or Excel).

ASPxDashboardExporter

The ASPxDashboardExporter class allows you to implement server export for the Web Forms Dashboard Control. It uses information stored in a dashboard state to determine the currently selected filters, drill-down levels and parameter values. The state overrides default values specified in dashboard items and parameters. An empty state for the ASPxDashboardExporter means that an end-user has cleared all filters and parameters, and canceled all drill-down operations. The ASPxDashboardExporter inherits members of the WebDashboardExporter class.

WebDashboardExporter.ExportDashboardItemToExcel
Exports the dashboard item to the specified stream in Excel format.
WebDashboardExporter.ExportDashboardItemToImage
Exports the dashboard item to the specified stream in Image format.
WebDashboardExporter.ExportDashboardItemToPdf
Exports the dashboard item to the specified stream in PDF format.
WebDashboardExporter.ExportToExcel
Exports a dashboard to the specified stream in Excel format.
WebDashboardExporter.ExportToImage
Exports a dashboard to the specified stream in Image format.
WebDashboardExporter.ExportToPdf
Exports a dashboard to the specified stream in PDF format.

To initialize ASPxDashboardExporter for the specified ASPxDashboard control, pass the control’s instance to the ASPxDashboardExporter constructor.

using DevExpress.DashboardWeb;
//...            
ASPxDashboardExporter exporter = new ASPxDashboardExporter(ASPxDashboard1);

[!exampleImplement server-side export View Example: Add custom information to the exported dashboard View Example: Export a dashboard to PDF with different filter values on different pages

DashboardExporter

You can use the non-visual DashboardExporter component to implement server-side export of a dashboard or dashboard items without referencing dashboard UI controls ( DashboardDesigner, DashboardViewer, ASPxDashboard, and so on) or DashboardConfigurator.

To integrate the DashboardExporter into a service, register the DevExpress NuGet feed as a package source and install the DevExpress.Dashboard.Core package. See the DashboardExporter class description for details.

Example: Export Dashboards in a Console Application

The following example shows how to use the DashboardExporter component in a console application to export Dashboards in PDF format.

View Example

using System;
using System.IO;
using DevExpress.DashboardCommon;

namespace DashboardExporterApp {
    class Program {
        static void Main(string[] args) {
            if(args.Length < 1 || !Directory.Exists(args[0])) {
                Console.WriteLine("Path to the dashboard and output folders are required");
                return;
            }
            string[] dashboards = Directory.GetFiles(args[0], "*.xml");
            string outputFolder = args[1];
            DashboardExporter exporter = new DashboardExporter();
            exporter.ConnectionError += Exporter_ConnectionError;
            exporter.DataLoadingError += Exporter_DataLoadingError;
            exporter.DashboardItemDataLoadingError += Exporter_DashboardItemDataLoadingError;
            foreach(string dashboard in dashboards) {
                string outputFile = Path.Combine(outputFolder, 
                    $"{Path.GetFileNameWithoutExtension(dashboard)}.pdf");
                using FileStream stream = new FileStream(outputFile, FileMode.OpenOrCreate);
                try {
                    exporter.ExportToPdf(dashboard, stream);
                }
                catch(Exception e) {
                    Console.WriteLine($"Unable to export {dashboard}.");
                    Console.WriteLine(e.Message);
                    continue;
                }
            }
            Console.WriteLine("Done!");
        }
        static void Exporter_ConnectionError(object sender,
            DashboardExporterConnectionErrorEventArgs e) {
            Console.WriteLine(
                $"The following error occurs in {e.DataSourceName}: {e.Exception.Message}");
        }
        static void Exporter_DataLoadingError(object sender, 
            DataLoadingErrorEventArgs e) {
            foreach(DataLoadingError error in e.Errors)
                Console.WriteLine(
                    $"The following error occurs in {error.DataSourceName}: {error.Error}");
        }
        static void Exporter_DashboardItemDataLoadingError(object sender, 
            DashboardItemDataLoadingErrorEventArgs e) {
            foreach(DashboardItemDataLoadingError error in e.Errors)
                Console.WriteLine(
                    $"The following error occurs in {error.DashboardItemName}: {error.Error}");
        }
    }
}

Example: How to Use MailKit to Send a Dashboard as a Document in PDF

This example demonstrates how to email a dashboard with the MailKit email client library. To email a document to a specific address, run the application, enter the SMTP host, port, SMTP credentials, and click Send.

View Example

Example: How to Email a Dashboard that Displays Different Data Depending on the Addressee

The following example shows how to use the DashboardExporter component in a console application to email a dashboard that displays different data depending on the addressee. The MailKit email client library is used in this example.

View Example

Implement Server-Side Export

The ASPxDashboardExporter class allows you to implement server export for the ASP.NET Web Forms Dashboard Control. It uses information stored in a dashboard state to determine the currently selected filters, drill-down levels, and parameter values. The state overrides default values specified in dashboard items and parameters. Export methods allow you to specify a dashboard state and export options for the resulting document. Refer to the ASPxDashboardExporter class description for more information.

This example demonstrates how to export a dashboard displayed in ASPxDashboard on the server side using the ASPxDashboardExporter class. The following API is used to implement this capability.

View Example

using DevExpress.DashboardCommon;
using DevExpress.DashboardWeb;
using System;
using System.Collections.Generic;
using System.IO;
using System.Web.Hosting;

namespace ASPxDashboard_ServerExport {
    public partial class Default : System.Web.UI.Page {
        DashboardFileStorage fileStorage = new DashboardFileStorage("App_Data/Dashboards");
        protected void Page_Load(object sender, EventArgs e) {
            ASPxDashboard1.AllowExportDashboard = false;         
            ASPxDashboard1.SetDashboardStorage(fileStorage);
        }

        protected void ASPxDashboard1_CustomJSProperties(object sender, DevExpress.Web.CustomJSPropertiesEventArgs e){
            List<string> dashboardIDs = new List<string>();
            foreach (DashboardInfo dashboardInfo in ((IDashboardStorage)fileStorage).GetAvailableDashboardsInfo()) {
                dashboardIDs.Add(dashboardInfo.ID);
            }
            e.Properties.Add("cpGetDashboardIDs", dashboardIDs);
        }

        protected void ASPxDashboard1_CustomDataCallback(object sender, DevExpress.Web.CustomDataCallbackEventArgs e) {
            using (MemoryStream stream = new MemoryStream()) {
                string selectedDashboardID = e.Parameter.Split('|')[0];
                string dashboardStateJson = e.Parameter.Split('|')[1];
                DashboardState dashboardState = new DashboardState();
                dashboardState.LoadFromJson(dashboardStateJson);

                DashboardPdfExportOptions pdfOptions = new DashboardPdfExportOptions();
                pdfOptions.ExportFilters = true;
                pdfOptions.DashboardStatePosition = DashboardStateExportPosition.Below;

                string serverPath = Environment.GetFolderPath(Environment.SpecialFolder.Desktop);
                if (!Directory.Exists(serverPath)) {
                    Directory.CreateDirectory(serverPath);
                }                

                string dateTimeNow = DateTime.Now.ToString("yyyyMMddHHmmss");
                string filePath = serverPath + "\\" + selectedDashboardID + "_" + dateTimeNow + ".pdf";
                ASPxDashboardExporter exporter = new ASPxDashboardExporter(ASPxDashboard1);
                exporter.ExportToPdf(selectedDashboardID, stream, new System.Drawing.Size(1920, 1080), dashboardState, pdfOptions);
                SaveFile(stream, filePath);
                e.Result = filePath;
            }
        }

        private void SaveFile(MemoryStream stream, string path) {
            var fileStream = File.Create(path);
            stream.WriteTo(fileStream);  
            fileStream.Close();
        }
    }
}
<%@ Page Language="C#" AutoEventWireup="true" CodeBehind="Default.aspx.cs" Inherits="ASPxDashboard_ServerExport.Default" %>

<%@ Register Assembly="DevExpress.Dashboard.v23.1.Web.WebForms, Version=23.1.9.0, Culture=neutral, PublicKeyToken=b88d1754d700e49a" 
    Namespace="DevExpress.DashboardWeb" TagPrefix="dx" %>

<!DOCTYPE html>

<html xmlns="http://www.w3.org/1999/xhtml">
<head runat="server">
    <title></title>
</head>
<body>
    <form id="form1" runat="server">

    <div id="selectBox" style="float: left;"></div>
    <div id="buttonContainer" style="float: left; margin-left: 150px;"></div>
    <div style="position: absolute; left: 0; right: 0; top:50px; bottom:0;">
        <dx:ASPxDashboard ID="ASPxDashboard1" runat="server" Width="100%" Height="100%" WorkingMode="Viewer"
            ClientInstanceName="webDashboard"
            OnCustomDataCallback="ASPxDashboard1_CustomDataCallback" 
            OnCustomJSProperties="ASPxDashboard1_CustomJSProperties">
             <ClientSideEvents 
                 BeforeRender="function(s, e) { onBeforeRender(s,e); }"
                 CustomDataCallback="function(s, e) { dashboardExportedSuccess(e); }"/>  
            </dx:ASPxDashboard>
    </div>
    </form>
</body>
</html>
<script type="text/javascript" src="<%= Page.ResolveClientUrl("~/Scripts/InitializeControls.js") %>"></script>
function onBeforeRender(s,e) {
    var dashboardControl = s.GetDashboardControl();
    $("#buttonContainer").dxButton({
        text: "Export to PDF",
        onClick: function (param) {
            var selectedDashboardID = dashboardControl.getDashboardId();
            var dashboardState = dashboardControl.getDashboardState();
            var parameters = selectedDashboardID + "|" + dashboardState;
            webDashboard.PerformDataCallback(parameters, null);
        }
    });

    $("#selectBox").dxSelectBox({
        dataSource: getDashboardIDs(),
        value: getDashboardIDs()[0],
        onValueChanged: function (param) {
            dashboardControl.loadDashboard(param.value);
        }
    });
}

function getDashboardIDs() {
    return webDashboard.cpGetDashboardIDs;
};

function dashboardExportedSuccess(args) {
    DevExpress.ui.notify('A dashboard was exported to ' + args.result, 'success', 5000);
};

Client-Side API

You can use the Web Dashboard’s client-side API for exporting to various formats, customizing export options, etc. For this, use the members of the DashboardExportExtension:

exportToPdf
Exports the entire dashboard to a PDF file.
exportToImage
Exports the entire dashboard to an image.
exportToExcel
Exports the entire dashboard to an Excel file.
exportDashboardItemToPdf(itemName)
Exports a dashboard item to a PDF file.
exportDashboardItemToImage(itemName)
Exports a dashboard item to an image.
exportDashboardItemToExcel(itemName)
Exports a dashboard item to an Excel file.
getPdfExportOptions
Returns options related to exporting a dashboard/dashboard item to PDF format.
getImageExportOptions
Returns options related to exporting a dashboard/dashboard item to the Image format.
getExcelExportOptions
Returns options related to exporting a dashboard/dashboard item to Excel format.
setPdfExportOptions(options)
Sets options related to exporting a dashboard/dashboard item to PDF format.
setImageExportOptions(options)
Sets options related to exporting a dashboard/dashboard item to the Image format.
setExcelExportOptions(options)
Sets options related to exporting a dashboard/dashboard item to Excel format.
showExportDashboardDialog(format)
Invokes the dialog that allows end-users to export the entire dashboard to the specified format.
showExportDashboardItemDialog(itemComponentName, format)
Invokes the dialog that allows end users to export the dashboard item to the specified format.

Custom Export

The Dashboard Control raises the ASPxDashboard.CustomExport/DashboardConfigurator.CustomExport event before saving the exported document to the PDF and Image formats. The event allows you to customize the exported document.

The following table illustrates dashboard items and their corresponding printable XRControls:

Dashboard Item XRControl
ChartDashboardItem XRChart
ScatterChartDashboardItem XRChart
PieDashboardItem XRChart
PivotDashboardItem XRPivotGrid
RangeFilterDashboardItem (When CustomExportBaseEventArgs.ExportMode is SingleItem) XRChart
GaugeDashboardItem XRGaugeDashboardItem
TextBoxDashboardItem XRTextBox

Example: How to Customize Dashboard Items in the Exported Document

The following example shows how to customize dashboard items in the exported document when you handle the ASPxDashboard.CustomExport / DashboardConfigurator.CustomExport events. You can use the CustomExportWebEventArgs.GetPrintableControls method to obtain the printable controls.

Web Dashboard - Export To PDF

using DevExpress.DashboardCommon;
using DevExpress.DashboardWeb;
using DevExpress.XtraCharts;
using DevExpress.XtraReports.UI;
using System;
using System.Drawing;
using System.Linq;

protected void CustomizeExport(object sender, CustomExportWebEventArgs e) {
  foreach(var printControl in e.GetPrintableControls()) {
    if(printControl.Value is XRGaugeDashboardItem) {
      var gaugeItemName = printControl.Key;
      var gaugeDashboardItem = e.GetDashboardItem(gaugeItemName) as GaugeDashboardItem;
      foreach(var dashGaugeElement in gaugeDashboardItem.Gauges) {
        foreach(var gaugePanel in e.GetGaugeContext(gaugeItemName).GetPrintableGauges(dashGaugeElement).Cast<XRDashboardGauge>()) {
          if(gaugePanel != null) {
              gaugePanel.MainSeriesLabel.ForeColor = Color.Red;
          }
        }
      }
    }

    if(printControl.Value is XRChart) {
      var chartItemName = printControl.Key;
      var chartDashboardItem = e.GetDashboardItem(chartItemName) as ChartDashboardItem;
      foreach(var pane in chartDashboardItem.Panes) {
        if(pane.Series.Count > 0) {
          foreach(var dashSeries in pane.Series) {
            if(dashSeries != null) {
              var controlSeries = e.GetChartContext(chartItemName).GetControlSeries(dashSeries);
              if(controlSeries != null) {
                foreach(var ser in controlSeries) {
                  LineSeriesView view = ser.View as LineSeriesView;
                  if(view != null) {
                      view.LineStyle.DashStyle = DashStyle.DashDot;
                  }
                }
              }
            }
          }
        }
      }
    }
  }
}

Example: How to Add Custom Information to the Exported Dashboard

The following example shows how to specify header and footer content of an exported dashboard. For this, the CustomExport event is used.

View Example: ASP.NET Web Forms

web-customized-exported-dashboard

Example: How to Add a Custom Header to Each Sheet

The following example shows how to add a custom header to each sheet for the exported Excel workbook. For this, the CustomizeExportDocument event is used.

View Example: ASP.NET Web Forms

web-dashboard-customize-export-document

Example: How to export the Dashboard to PDF with Different Filter Values on Different Pages

The following example shows how to export a dashboard with different dashboard states (different master filter value) to separate pages and join them to a single PDF document. Multiple exported documents are joined in a single file with the help of the PdfDocumentProcessor class.

View Example: ASP.NET Web Forms

Example: Non-Visual Custom Export

This example shows how to use the DashboardExporter component in a console application to export a dashboard with a custom Funnel item.

View Example

See Also