Embed DataSelf Tableau reports and dashboards in Acumatic via Profiles.
See also: Embed DataSelf in Acumatica via Site Map
Embedding DataSelf Tableau Reports and Dashboards
1. In Acumatica, Search for "Dashboards" under "Profiles" and click on it.
2. Click '+' to create a new dashboard, fill out the parameters and click Save.
The visual below of example of parameters may vary by Acumatica version. Be aware of the following:
- Name This will be visible to the end user in some Acumatica versions.
- Make Visible on the UI-If this is omitted, then your work will not be visible.
- Workspace -Data Views is standard in the left menu.
- Category - Inquiries and Dashboards are available norms.
- Add New Node - If you would like the dashboard to show with custom name.
3. Go to the location you specified in the Workspace and Category sections (ex. left-hand pane data views) and find the "Dashboard" page that you just created. You may need to click Show Full Menu for what you just created to be visible. Click on it.
4. Once in the page, look for the "Design" button in the top right corner. Click on it and you will enter the Design mode for the dashboard page.
5. You will now see a gray box with "Drag your widget here or add a new widget" Click the "add a new widget" which opens the following menu where you will click "Embedded Page".
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.
The word "embed" must be in the URL
If you do not see the word "
embed" in the URL then add "
&:embed=yes" to the end of the URL
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.
Try it out
That's it! Click on the dashboard name in Acumatica to launch the embedded DataSelf dashboard or report.
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
Follow the steps below to build the NLQ (Natural Language Query) URL to embed in step 5 of the procedure above (Embedding DataSelf Reports and Dashboards).
- Log into DataSelf and go to the 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 5 described in session "Embedding DataSelf Reports and Dashboards".
**This NL URL can also be embedded inside a Tableau dashboard.