Embedding Dashboards

Hi,

I want to embed a dashboard into another portal or to be more precise: I want to have a URL that directly opens a specific dashboard.

I expected something like "servername:9205/

Has anybody experience and a working example how to call a dashboard from external?

Thanks,

Ralf

Found this in the documentation, but can't get it working:

Specify the URL of Dashboards in the IFrame element of the host portal.
For example: <iframe url="<a href="https://bi.dashboard/Infor">https://bi.dashboard/Infor</a> application/?dashboard=Sales
Extend the IFrame URL with the Origin query string parameter. The Origin must be one of the secure sites that is specified in the Global security settings widget.
For example:
<iframe url="<a href="https://bi.dashboard/Infor">https://bi.dashboard/Infor</a> application/?dashboard=Sales&Origin=<a href="https://Secure_Portal.com">">https://Secure_Portal.com"</a><br /><br />

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Comments

Ralf Zerfass

Oops, my example was cut somehow...

I tried https://server:9205/MIS/?dashboard=Sales

MIS is the name of the application.

Finally this ended in the sign on screen, in which I have to enter user and password, that's ok, but then the default starting dashboard is opened instead of the sales-dashboard.

As we are using LDAP authentification, passing user and password in the URL is not really an option.

Regards,

Ralf

gottesheim-daniela

Hello Ralf,

we use a link to a dashboard to make it accessible for users outside of Infor EPM. The link to the dashboard can be generated by clicking on the "share" button" in the top right corner web UI and then on "Create dashboard link". Please note that you would need to add each variable (global and report variables) used in the report in the link. Example: the value of the global variable gv_DYEAR would be [DYEAR].[2020]

~GlobalVariables.gv_DYEAR%2A%5BDYEAR%5D.%5B2020%5D

Please also note that it is just a link and the dashboard is NOT embedded where you probably would be able to see a preview of the dashboard as well.

Best regards, Daniela

Ralf Zerfass

Hi Daniela,

pretty cool, I think this is exactly what I was looking for (at least for now :-))

Thanks a lot!

Ralf

Charlie_Geddes

Hi Daniela,

Is the functionality you're describing from within App Studio? I created an ad-hoc report, saved it as a dashboard, and tried "Create dashboard link" to send to team members who don't have EPM access, but they were prompted to sign in to EPM and were not able to access the dashboard.

gottesheim-daniela

Hello Charlie,

the link does not bypass permission settings. So everyone who opens the link needs to have permissions to access Infor EPM and thus has to be a valid user.

Best regards, Daniela

Charlie_Geddes

Thanks for the info. Is it possible to create a view only dashboard which can be sent to team members who don't have EPM access?

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