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Embed DataSelf Tableau reports and dashboards in Acumatic via Profiles.

See also:  Embed DataSelf in Acumatica via Site Maptoc


Embedding DataSelf Tableau Reports and Dashboards

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6. Go to the Dataself dashboard that you would like to embed, click Share (top right), and from the following window copy the link from the "Link" section.

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iconfalse
titleThe word "embed" must be in the URL

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 on the top or bottom right, click Copy Link; paste it into a text app and add ?:showVizHome=no&:embed=true to the end of it. Ex.:

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7. Paste that link into the "Source" section from the Widget Properties in Acumatica and optionally add a name in the "Caption" section. Click Finish, Click Design again.

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That's it!  Click on the dashboard name in Acumatica to launch the embedded DataSelf dashboard or report.

Single Sign-on

By default, DataSelf user credentials are independent from Acumatica credentials.  It's possible to set up single sign-on for user authentication so that users don't have to log on to DataSelf to use embedded dashboards and reports.   

Natural Language Query (NLQ) URLs for Embedding

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  1. Log into DataSelf and go to the 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 5 described in session "Embedding DataSelf Reports and Dashboards"

 **This NL URL can also be embedded inside a Tableau dashboard. 

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