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Web Views

The Web Views tab in the Job Properties window lets you choose which visualizations from the central point will be included in the distribution job. These visualizations are generated based on the configuration and access rights of the users selected in the Users and Groups tab, and are exported in the designated format (e.g., PDF or Excel).

To ensure proper export, configure the Page Setup before distributing.

Select visualizations​

To choose which visualizations are included in the distribution job:

  1. Select one or more visualizations from the left grid.
    Use the search box to filter by Data Model Name, Visualization Name or Visualization Type.
  2. Move them to the right grid using the arrow button.
  3. Click the pencil icon to edit individual visualization properties.
  4. Adjust properties based on the type of visualization. See View, Report, and Dashboard Properties or Workbook Properties.

Review selected visualization​

In the right grid, you can view and manage your selected visualizations. The grid includes the following columns:

  • Data Model Name: Name of the data model linked to the selected views (Worksheets, Charts).
  • Visualization Name: Name of each visualization as listed in the navigation panel.
  • Visualization Type: Classification (such as Worksheet with Filters, Chart with Filters, Dashboard, Report, or Workbook).
  • Format: Export format for each visualization.
  • Environment Data environment used for retrieval.
  • Filters: Indicates if a filter is set in the Properties dialog (shown by a checkmark).
  • Custom Name: Indicates if the filename has been customized (shown by a checkmark).

note

If the distribution type is Subscribe, showing the visualization that the user is subscribed to. You can still customize its properties by visualization type.

View, Report, Dashboard Properties​

The following properties are available for customizing visualizations such as views (worksheets, charts), reports, and dashboards.

PropertyDescription
Custom NameEnable to customize the output file name. You can enter a custom name, add multilingual translations, and use global variables or special variables for dynamic naming.
Note:
  • If a file with the specified name already exists, it will be overwritten.
  • Windows file names cannot contain these characters: \ / : | < > * ?. If the custom name includes any of these, the distribution job will fail.
  • Uppercase and lowercase letters (A-Z, a-z), numbers (0-9), and the underscore (_) cannot appear immediately after a global variable name.
  • Global variables and special variables are resolved based on the default environment only: Admin for on-premises and ADMCA for cloud.
Follow the customization steps to set the name for the generated report.
FormatSelect the format for the exported visualization. Available options:

  • PDF
  • Excel(.xlsx)
  • Excel(.xls) (worksheets, reports only)
  • XML (worksheets only)
  • CSV (worksheets only)
  • PNG (charts, dashboards only)
  • External Link
If a visualization is set to PDF format, it can be turned into a Consolidated Report.
EnvironmentSelect the environment from which the data will be retrieved for the visualization.
Apply to Filtering Panels(Dashboards only). By default, filters apply to all visualizations. Enable to have filters apply only to filtering panels using assigned global parameters. Use when different views require individual filters instead of shared filter across the dashboard.
Reporting TreeAvailable when you select Excel(.xls) or Excel(.xlsx). Generates a separate visualization for each reporting tree node. This option has priority, even if filters are set. Use this when you need detailed analysis for each reporting tree node while maintaining hierarchy.
Execute Stored Procedure (if exists)Enable to run it before exporting if the data model includes a stored procedure. Useful for refreshing or manipulating data before generating the output.
FiltersUse this grid to apply filters based on global parameters. You can add multiple filters combined using an AND condition. See Create a filter to define a filter.

Customize the visualization name​

  1. Click the pencil icon next to the visualization.
  2. Enable the toggle next to Custom Name.
  3. Enter a name for the visualization output in the text box. Select the translation icon to add labels for different languages—ideal for multilingual environments.
    You can include global variables and special variables (e.g., Invoice by Customer @@CURYEAR Period @@UDM_CURPER).

Create a filter​

  1. Click the pencil icon next to the visualization.
  2. Click the + button next to Filters to open the Restriction Editor.
  3. Choose a global parameter from the list to use as a filter.
  4. Select an operator to define the filter criteria.
  5. Specify the values to include in the results.
  6. (Optional) Click Validate to verify the syntax.
  7. Click Confirm to create the filter.
  8. Click Confirm in View Properties to apply the changes.

Edit an existing filter​

  1. Click the pencil icon next to the visualization. A list of filters appears.
  2. Click the pencil icon next to the filter you want to edit. The Restriction Editor dialog opens.
  3. Update the filter as needed.
  4. (Optional) Click Validate to verify the syntax.
  5. Click Confirm to update the filter.
  6. Click Confirm in View Properties to apply the changes.

Delete an existing filter​

  1. Click the pencil icon next to the visualization. A list of filters appears.
  2. Click the X icon next to the filter you want to remove.
  3. Click Confirm in View Properties to update the filters.

Workbook Properties​

When the visualization is a Workbook, the Properties dialog displays a set of options specific to that type. The table below outlines the available properties you can configure for a workbook.

PropertyDescription
Custom NameEnable to customize the output file name. You can enter a custom name, add multilingual translations, and use global variables or special variables for dynamic naming.
Note:
  • If a file with the specified name already exists, it will be overwritten.
  • Windows file names cannot contain these characters: \ / : | < > * ?. If the custom name includes any of these, the distribution job will fail.
  • Uppercase and lowercase letters (A-Z, a-z), numbers (0-9), and the underscore (_) cannot appear immediately after a global variable name.
  • Global variables and special variables are resolved based on the default environment only: Admin for on-premises and ADMCA for cloud.
Follow the customization steps to set the name for the generated report.
FormatSelect the format for the exported visualization. Available options:

If a visualization is set to PDF format, it can be turned into a Consolidated Report.
SheetsChoose which sheets from the workbook to include. To select all sheets, enable All Sheets next to the text box.
PasswordSet a password when Excel format is selected to protect the distribution.
EnvironmentSelect the environment from which the data is retrieved.
ParametersAdd a value to be used as a filter in the workbook by specifying the sheet and cell location.

Add and customize a parameter​

  1. Click the pencil icon next to the visualization. At the bottom of the dialog, A list of parameters appears.
  2. Click the + icon in the Parameters section.
  3. Specify the following:
    • Sheet Name: Select the sheet where the cell value will be applied.
    • Cell Address: Enter the cell where the value will be inserted.
    • Cell Value: Enter the value to place in the specified cell. You can use global variables.
  4. (Optional) Enable One distribution file per value to create a separate file for each unique value.
  5. Click Confirm to apply the changes.