Schedule Charts and Reports

Configure a New Connection

About This Task

This topic describes how to create a dedicated connection for a UAA user, using either the OData or REST connector.

Procedure

  1. Access the Advanced Visualization page.
  2. Select , and then select Prepare and Manage Data.
    The SERVER page appears.
  3. Select Get Data.
    The Get Data window appears.
  4. Select OData or REST depending on the data service you are using.
  5. Select New Connection.
  6. Enter the Connect parameters:
    1. Enter a connection name.
    2. Enter the base URL.
      Note: The base URL should be the same as the baseline connection URL that you have used previously.
    3. In the Security drop-down list box, select OAuth.
    4. In the OAuth Grant Type drop-down list box, select Password.
    5. In the Client Credentials in Body section, enter your username and password. Also enter the Client ID and Token URL.
    6. Select the Add Custom Headers check box and enter your tenant ID in the text box (for example, Tenant="your_tenant_uuid").
    7. Select your tenant from the Select profile drop-down list box.
      Note: Do not select the default value (edasprof).
    8. Select Configure.
    A new connection is configured.

Configure a Schedule

Before You Begin

You must create a dedicated connection for a UAA user, using either the OData or REST connector.

About This Task

This topic describes how you can schedule a chart or a report, and distribute it via email.

Procedure

  1. Configure a new connection.
  2. Create a synonym or use a baseline synonym or business view. To do this:
    1. Copy the baseline synonym or business view to your application folder.
    2. Right-click and select Metadata Management, then select Edit Access File as Text.
    3. Modify the connection name to the new connection created in step 1.
  3. Create a chart. Make sure that you select the output format as PDF.
  4. Select Workspaces.
    The Advanced Visualization workspaces associated with your tenant appears.
  5. Navigate to the workspace folder in which you have saved the chart and select it.
  6. Right-click on the chart and select Schedule, then select Email.
  7. In the Distribution section:
    1. Enter the email addresses to which the email message should be sent.
    2. Select an option to send the email either as an inline message or as an attachment.
    3. To compress the report in the email, select the Add Report to Zip File check box.
  8. In the Recurrence section, select how frequently you want to send the email.
  9. Select .
    The scheduled configuration is saved.