Embedding DataSelf Reports and Dashboards
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- Click '+' to add a line.
- Enter the following:
- Screen ID = DS.BI.01.01 (ID must be unique)
- Title = Name of the dashboard
- Url = go to the DataSelf (Tableau) dashboard page, click the Share icon on the top or bottom right, click Copy Link button, and paste it into the Url field in Acumatica.
- If you do not see the word "embed" in the URL, add the following to the end of the URL "&:embed=yes" or "&:embed=y"
- Workspaces = Dashboards
- Category = Dashboards
- Save this Site Map page.
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- Log into DataSelf and go to Explore.
- Got to All Data Sources and click on any of the data sources. Important: data sources labeled as NL (Natural Language) have been simplified and optimized for such purposes.
- Enter a question in the box (see below) such as "sum of sales", and press Enter.
- A new browser tab will open.
- Take that URL from this new tab, remove '#n' at the end of the URL, and add '?iframeSizedToWindow=true&:embed=y'. **
- See example below: i) is an example of the original URL, ii) is the URL to embed in Acumatica.
- Continue with the step 4.d) described in session "Embedding DataSelf Reports and Dashboards".
**This NL URL can also be embedded inside a Tableau dashboard.
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