Step 10 - Export and Publish a Roadmap

Export a roadmap view to PNG or HTML

Strategic Roadmaps gives you the option to export a roadmap as a PNG image or an HTML file. 

What exactly is getting exported?

Before we walk you through an export, it's important to understand that what you're exporting is a roadmap view. In other words, the result of your export will be a visual of the selected view's Timeline or Swimlane displayed on your screen and reflecting the view's dataset and data pivots. 

It's also important to understand that the Timeline or Swimlane you're exporting is the one you're seeing on the screen. So before going ahead with the export, make sure your Timeline or Swimlane is formatted the way you want and displaying the right data. To do this, use what you learned in Step 6. Create a Timeline visualization and Step 7. Create a Swimlane visualization.

You will see a preview of the file before finishing the export, so you can go back to the view and make any necessary changes.

Export the view

1. On the Roadmap navbar, select the view you want to export in the View dropdown.

2. On the View navbar, select Timeline or Swimlane, depending on the type of visualization that was created for the view.

3. On the View navbar, click the Export icon and select Export to PNG, HTML, URL in the dropdown.

Exporting/Downloading as PNG

Exporting a view as a PNG image is a good choice if you want to insert the image in a printed document or to embed it in a PowerPoint or other presentation, a video, or a web page for viewing on-screen. 

1. On the preview screen's top navbar, click the PNG icon. You should see an updated preview displaying a true likeness of the image. If things don't look right to you, close the preview screen to go back to the view and make the necessary changes, then re-export.

2. On the side navbar, select the export settings that work best for your intended output: print or screen.

3. To download the exported image to your device, click the Download PNG button in the bottom of the side navbar.

Exporting/Downloading as HTML

HTML is a great choice if you want to create an interactive version of your view. Exporting to HTML creates an interactive web page with items that can be clicked to display details such as date range and pivot field values. 

1. On the preview screen's top navbar, click the HTML icon. You should see an updated preview showing what the rendered HTML file will look like on screen. If things don't look right to you, close the preview screen to go back to the view and make the necessary changes, then re-export.

2. On the side navbar, select the export settings best suited to the device(s) typically used by the target audience.

3. To download the HTML and all related files to a directory on your device, click the Download HTML button on the bottom of the side navbar.

Publish a roadmap view to a URL

Another option for sharing a roadmap view external to Strategic Roadmaps is publishing to a URL. When you publish to a URL, you create a shareable link pointing to an image of the view that is stored with your data on the Strategic Roadmaps host. Anyone with the link can view the image.

To restrict who can access the image, you can set up a password and distribute it only to selected people.

Create a shareable URL (link)

1. On the preview screen's top navbar, click the URL icon.

2. Configure your resolution and presentation of your View.

3. Select your publishing schedule to either one once (Never), Every Hour, Every Day, Every Week, Every Month or Realtime. If Every Week or Every Month is selected then choose the exact day to update your published URL.

4. In the Publish to URL dialog, you'll see the shareable link in the Share this link field. To share the link, select, copy and paste it. To restrict access to the image, enter a Password that you can distribute only to selected people. Passwords are optional.

5. To publish the view as a URL, click Publish to URL.