Send To options

You can send a copy of a chart, dashboard, individual dashboard control, or desktop to a file or to another program

Send To options only display in the menu when you have an item such as a chart open on the GainSeeker Charts window.

Note: To send an item to Microsoft PowerPoint, Word, or Excel, these programs must be installed on your workstation.

You can access the Send To options using the:

• GainSeeker Charts window File menu

-or-

• Right-click menus for charts and dashboards

-or-

• Send To button on the GainSeeker Charts toolbar

To open the Send To options using the File menu:

• Click the File menu on the GainSeeker Charts window. Point to Send To on the menu and click an option on the submenu that displays:

To open the Send To options using the right-click menu:

• Right-click on a window (a chart window, for example) that is open on the GainSeeker Charts window. Then, point to Send To and click an option on that submenu that displays:

To open the Send To options using the GainSeeker Charts toolbar:

• Click the Send To toolbar button on the menu and click an option on the submenu that displays.

Note: This toolbar button provides only a limited set of options that apply to all chart types. For a complete list of Send To options, use one of the other methods to send a chart (File menu or right-click menu).

Send To options may vary between chart and retrieval types.

Send To options

Many of these Send to options are only available if the user has permission to Send To >> Printer Or Editor.

Some of these options are not available for all GainSeeker Charts items.

Send Control to

Allows you to send a dashboard control (some types) to the Clipboard, an Application, HTML, Email, Word (or a text editor such as Notepad), PowerPoint, Excel, or Save as [a] File. Options may vary depending on the type of dashboard control.

Send to Clipboard

Sends an image of the chart, dashboard, or desktop to the clipboard, which you can paste into another application such as Microsoft Word.

Send to Application

Allows you to save the file as an image, *.htm, or *.rtf file, then send the file to a program or an executable file.

Send to HTML

Sends an image of the chart, dashboard, or dashboard control to your default browser.

Send to Email

Allows you to send an email containing an image of the chart, dashboard, or desktop along with a text file detailing the data.

• See Sending to Email

Save As File

Allows you to save the selected window contents to an image, *.rtf, or *.htm file.

Send to Excel

Sends data from a data table or statistics list to Microsoft Excel, which opens a spreadsheet containing that information. If you have a chart open and select this option, the statistics report and group information for that chart will open in an Excel spreadsheet.

• You can send data from a chart to an Excel spreadsheet using another option. See Send data to Excel... within this topic for more information.

Note: Microsoft Excel must be installed on your workstation for this to work.

Send data to Excel

Sends specific or all columns you select from the data table behind a chart to Microsoft Excel. An Excel spreadsheet then opens containing that chart information.

Note: Microsoft Excel must be installed on your workstation for this to work.

Send to Word

Opens an image or a text file of the contents of a selected window (a chart or dashboard, or all items on a desktop) in a Microsoft Word document. If you do not have Word installed on your workstation, GainSeeker sends it to the WordPad program installed with your Windows operating system.

Send to PowerPoint

Sends an image of a chart, dashboard, or desktop images to Microsoft PowerPoint. (For statistic lists and tables, data text is sent to PowerPoint.) Then, the image automatically opens on a PowerPoint presentation slide as part of a new presentation.

• Sending charts and dashboards to PowerPoint

• Sending desktops to PowerPoint

Note: Microsoft PowerPoint must be installed on your workstation for this to work.

Send to Power BI

Sends any chart's data to Microsoft Power BI. This option is available for the following dashboard controls: Dashboard DataTable (both SPC and DMS), Dashboard Grid (both SPC and DMS), Big Data (both SPC and DMS), Paired Sample Grid, and Defect Trend Wizard. For more details, see Sending Charts to Power BI.

Send to Microsoft Teams

Posts an image of the chart or dashboard, or a table of statistics or data, in the Microsoft Teams channels you select. (Teams channels must be set up in the configuration.)

You can also add a heading text and message text before posting the information to Microsoft Teams.

Note: Charts and Dashboards may be reduced to fit the width of a Teams post. For best results:

• Make sure the chart or dashboard window is large enough to read before sending it to Microsoft Teams.

• If possible, drag the edge of the chart or dashboard window to be large and to be square or tall (not wide).

• If you need to enlarge the image in Microsoft Teams, click the Enlarge button on the image and then click the Zoom In and Zoom Out buttons.
  
  
  
  

Note: Microsoft Teams tools to download or copy an image from a post may not work correctly for GainSeeker posts. This is a limitation of Microsoft Teams.