Send as Excel for charts

[devysh1907]

I want to send chart as an Excel; how do I do that?

[dosubot[bot]]

To send a chart as an Excel file, you can use the exportExcel function. This function exports the chart data in Excel format (.xlsx). Here's a brief overview of how it works:

1. The exportExcel function is triggered when you select the "Export to Excel" option from the menu. This is managed by the handleMenuClick function.
2. Ensure that the canDownloadCSV flag is set to true to enable the export functionality.

Here's a snippet of the relevant code:

const exportExcel = useCallback(
    () =>
      canDownloadCSV
        ? exportChart({
            formData: latestQueryFormData,
            resultType: 'results',
            resultFormat: 'xlsx',
          })
        : null,
    [canDownloadCSV, latestQueryFormData],
  );

case MENU_KEYS.EXPORT_TO_XLSX:
  exportExcel();
  setIsDropdownVisible(false);
  dispatch(
    logEvent(LOG_ACTIONS_CHART_DOWNLOAD_AS_XLS, {
      chartId: slice?.slice_id,
      chartName: slice?.slice_name,
    }),
  );
  break;

Make sure the canDownloadCSV is set to true to enable this feature ^[1].

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[dosubot[bot]]

To send an Excel file via email, you can use the send_email_smtp function, which supports sending emails with attachments. First, convert your chart data to Excel format using the df_to_excel function, which converts a Pandas DataFrame to an Excel file. Then, attach the resulting Excel file to your email.

Here's a brief overview of how you can achieve this:

1. Convert Data to Excel: Use the df_to_excel function to convert your chart data (Pandas DataFrame) to an Excel file.

   excel_data = df_to_excel(your_dataframe)

2. Send Email with Attachment: Use the send_email_smtp function to send the email, including the Excel file as an attachment.

   send_email_smtp(
       to="recipient@example.com",
       subject="Your Chart Data",
       html_content="<p>Attached is your chart data in Excel format.</p>",
       config=app.config,
       data={"chart_data.xlsx": excel_data},  # Attach the Excel file here
   )

This approach allows you to send chart data as an Excel file via email using the existing utilities in the codebase ^[1][2].

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[devysh1907]

@dosu
where to include these changes

[dosubot[bot]]

To include these changes, you need to modify the part of your codebase where the email sending functionality is implemented. Here’s a general guide on where to make these changes:

1. Convert Data to Excel: Ensure that you have the logic to convert your chart data to an Excel file using the df_to_excel function. This should be done wherever you prepare the data for sending in an email.

2. Send Email with Attachment: Locate the part of your code where emails are sent using the send_email_smtp function. This is typically in a module or function responsible for handling email notifications or reports. You will need to modify this section to include the Excel file as an attachment.

3. Integration Point: If you are working with scheduled reports or notifications, you might find the integration point in the report execution or notification handling modules. For example, if you are sending reports, look for the part of the code that handles report execution and email dispatch.

Ensure that you have the necessary imports for df_to_excel and send_email_smtp from their respective modules:

from superset.utils.excel import df_to_excel
from superset.utils.core import send_email_smtp

By integrating these changes into the appropriate sections of your codebase, you can send chart data as an Excel file via email.

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[devysh1907]

@dosu
I have superset 4.1.1 and need to implement these functionlaity in this project so, where to chnages

[dosubot[bot]]

To implement the functionality of sending chart data as an Excel file via email in Superset 4.1.1, you should focus on the following areas:

1. Convert Data to Excel: Use the df_to_excel function from superset/utils/excel.py to convert your chart data (Pandas DataFrame) to an Excel file. This should be done in the part of your code where you prepare the data for sending in an email.

2. Send Email with Attachment: Modify the email sending functionality to include the Excel file as an attachment. The email sending functionality is implemented in the send_email_smtp function located in superset/utils/core.py ^[1]. You will need to adjust this function to attach the Excel file.

3. Integration Point: If you are working with scheduled reports or notifications, you might need to integrate these changes in the modules handling report execution and email dispatch. For instance, you can look into the AsyncExecuteReportScheduleCommand class in superset/commands/report/execute.py, which handles report execution and notifications ^[2].

Ensure you have the necessary imports for df_to_excel and send_email_smtp:

from superset.utils.excel import df_to_excel
from superset.utils.core import send_email_smtp

By making these changes in the appropriate sections of your codebase, you can implement the functionality to send chart data as an Excel file via email in Superset 4.1.1.

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