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Publish and Export

Once a dashboard is saved and published, anyone with the appropriate permission can view or edit it.

Snapshot PDF view

A screenshot of a dashboard can be taken using the PDF button: Screenshot. See PDF server for more details.

Publish Dashboards

New dashboards are published by checking the box to the right of the Name; to convert a dashboard into draft form, uncheck this selection.

Screenshot

Draft dashboards are prefixed 'Draft' in the Document List. Draft dashboards are not visible in the Viewer.

Draft dashboards will show in the Manage dialog with no selection check; click the check to publish the dashboard. The Manage dialog is accessible at the end of the Document List.

Screenshot

Screenshot

To view a dashboard, select a dashboard and click Screenshot. This will open the dashboard Viewer in a new tab.

Enable "Share Dashboard" in the Dashboard menu

Screenshot

Share dashboard state

Dashboards can be shared to include active states, allowing users to reproduce a view using specific user selections and inputs. This information is stored as part of the shared link.

Screenshot

The share dashboard option also includes a link shortener.

Screenshot

File export

Export data from component as an CSV or XLS file; screenshot option available in charts.

Screenshot

selection export
Show Export CSV Button Export display values as CSV file
Show Export Excel Button Export display values as an XLS file
Show Screenshot Button Take an image snapshot (.png) of your chart
Show Full Export Button Export data set, including display and hidden columns, as zipped Excel file.
Filename

Includes variable as part of file save name

Screenshot

Screenshot

Filename Part

A filename for the exported file, or a View State Parameter which can be linked to a Text Input for user defined file names.

PDF server

Configuration & Installation

Step 1

Ensure all prerequisites are installed to use pdf server.

Step 2

Add/Amend the PdfUrl parameter in the appConfig on remote server:

  var appConfig = {
      "DeltaClientFromUrl":true,
      "PackageName":"4.7.0",
      "NewPdf":true,
      "isLite":true,
      "quickview":true, 
      "PdfUrl":"http://localhost:5011/"
    };

Step 3

Load the pdf.q file.

  • option 1 In your dashboard direct folder:
cd pdf
q pdf.q
  • option 2
\l pdf.q

Step 4

The enabled PDF Server will add the PDF icon in the Toolbar menu of Dashboards

Screenshot

Step 5

The PDF prints the viewable area. If the Dashboard scrolls off-screen, click Fill Height in Dashboard Properties to make the dashboard view a single page.

Screenshot

Prerequisites

A number of prerequisites are required to support pdf server:

  • Install nodejs for Chrome's V8 JavaScript engine
sudo apt install nodejs
  • Install npm - run the following command from your home directory
npm install
  • Install other dependencies
Dependencies
alsa-lib.x86_64
atk.x86_64
atk.x86_64
cups-libs.x86_64
gtk3.x86_64
ipa-gothic-fonts
libXcomposite.x86_64
libXcursor.x86_64
libXdamage.x86_64
libXext.x86_64
libXi.x86_64
libXrandr.x86_64
libXScrnSaver.x86_64
libXtst.x86_64
pango.x86_64
xorg-x11-fonts-100dpi
xorg-x11-fonts-75dpi
xorg-x11-fonts-cyrillic
xorg-x11-fonts-misc
xorg-x11-fonts-Type1
xorg-x11-utils
  • Install puppeteer
npm install puppeteer