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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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  1. Log into DataSelf and go to Explore.
  2. 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.
  3. Enter a question in the box (see below) such as "sum of sales", and press Enter.
  4. A new browser tab will open.
  5. Take that URL from this new tab, remove '#n' at the end of the URL, and add '?iframeSizedToWindow=true&:embed=y'. **
    1. See example below: i) is an example of the original URL, ii) is the URL to embed in Acumatica.
      1. https://bi1.dataself.com/t/Lite11zDevAcu/askData/SASalesNLv1_1#1
      2. https://bi1.dataself.com/t/Lite11zDevAcu/askData/SASalesNLv1_1?iframeSizedToWindow=true&:embed=y
  6. 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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