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Sharing and embedding dashboards

As an administrator, editor, or a viewer, you can share a dashboard or a panel as a link or a snapshot with other users. You can also export or download dashboards.

Community dashboards are open-source dashboards that you can import for your use. You can import them from here. For more information, click here.

Custom dashboards are the dashboards that you create or edit.

To learn about dashboard concepts, see Creating-and-customizing-dashboards.

Related topic

Setting-up-variables-for-dashboard-queries

To configure a variable to download dashboards, panels and reports in XLSX with date and time format settings

 

To share a dashboard or a panel

  1. Open a dashboard and click Share​.
    If you are sharing only a panel, click the title header of a panel and click the Share icon.
  2. Select one of the following options based on how you want to share the dashboard or panel.

    • Share snapshot — Share a dashboard or panel instantly with the BMC Helix Dashboards users within your organization. When you share a snapshot, sensitive data is removed and only the metrics data is displayed. While sharing, you can add a name for the snapshot and add an expiry time. The snapshot will not be available after the expiry time. You can also choose to configure a timeout for the dashboard or panel to collect data before taking a snapshot.

      Warning

      Important

      By default, the Snapshot option is disabled in BMC Helix Dashboards. The reporting administrator or an editor can enable the Snapshot option for your account.

      To enable the Snapshot option:

      • On the BMC Helix Dashboards home page, hover over the Settings dashboard_settings_icon.pngicon and click Preferences.
      • Under Managing dashboard features, enable Snapshot.
    • Download — Save or view a dashboard or panel as a PDF, XLS, or CSV file. You can select the page layout for the PDF. You can also configure the formats to download a dashboard. For more information, see To configure variable for supported report formats.

To download a dashboard or panel as a CSV file

You can use the CSV format only for table-type panels in a dashboard. If a dashboard contains multiple panels with only a few table-type panels amongst them, the CSV report is created only for the table-type panels in the dashboard. If a dashboard contains no table-type panels, the CSV report is not created. You also need to specify a delimiter value to download the required dashboard in CSV format.

  1. Navigate to the required dashboard and click Share​​​​.
    If you are sharing only a panel, click the title header of a panel and click the Share icon.
  2. Select Download.
  3. From the Type list, select CSV.
  4. From the Delimiter list, select the required delimiter value for the CSV file.
    The default is comma.
  5. (Optional) Use the toggle key to hide the table header rows in the CSV file.
  6. From the Field enclosure list, select one of the following options to specify how fields are quoted in the CSV file:
    • Default—Each field is quoted only when required, for example, when a field already contains a special character such as a comma.
    • Double quote—Each field is enclosed with double quotes, including blank values.
  7. From the New line format list, select one of these options:
    • CR—The CSV is exported with the (/r) end line character. This option is used for the Mac operating system.
    • CRLF—The CSV is exported with the (/r/n) end line characters. This option is used for the Windows operating system. Each line ends with a combination of carriage return and line feed characters. This value is used by default.
    • LF—The CSV is exported with the (/n) end line character. This option is used for Unix or Linux systems. Each line ends with a single line feed character.
  8. Click Download CSV.

The report will be downloaded as a zip file.

To download a dashboard or panel as a PDF

You can download a dashboard or any of its panels in the PDF format.  

  1. Navigate to the required dashboard and click Share.
    If you are sharing only a panel, click the title header of a panel and click the Share icon.

  2. Click Download.
  3. From the Type list, select PDF.

  4. From the Layout field, select Grid or Simple.
    download dashboard

    Important

    • When you select the layout type as **Grid**, the generated PDF will display all the panel information on a long sheet without any scroll bars. Other layout types will display a screenshot of the data currently visible on the screen and will not show any data that is only visible when you scroll.
    • The PDF download is not supported for the BMC Helix Maps visualization.
  5. From the Orientation field, select Portrait or Landscape.
  6. Click Download PDF.

To view multilingual text in the PDF output for the Simple layout

You can download a dashboard or its panels containing multilingual text to PDF with the Simple layout for the following visualization types: Table, BMC Table, and Cross-tab visualization

The following multilingual languages are supported:

Non-Latin languages
  • Arabic
  • Bulgarian
  • Chinese (China)
  • Greek
  • Hebrew
  • Japanese
  • Korean
  • Russian
  • Thai
  • Ukrainian
Latin languages
  • Catalan (Spain)
  • Croatian (Croatia)
  • Czech, Danish (Denmark)
  • Dutch, English (Canada)
  • English (UK)
  • Estonian
  • Finnish
  • French (Canada)
  • French (France)
  • German (Germany)
  • Hungarian
  • Italian (Italy)
  • Latvian
  • Lithuanian
  • Norwegian
  • Polish
  • Portuguese (Brazil)
  • Portuguese (Portugal)
  • Romanian
  • Serbian (Latin Serbia)
  • Slovak, Slovenian
  • Spanish (Spain)
  • Swedish
  • Turkish
  • Welsh

​​​​​​Perform these steps to view multilingual text in the PDF output:

  1. Open the dashboard.
  2. Click Settings dashboard_settings.png.
  3. Click the toggle key to enable the display of multilingual text in the PDF output.

    multilingual_pdf_option.png
  4. Save the changes.
  5. On the Download page, select the type as PDF, layout as Simple, and the required orientation.
  6. Click Download PDF.

The downloaded PDF shows the multilingual text.

To embed dashboards or panels in external applications

As a tenant administrator or an editor, embed dashboards or panels into any external application by using an iframe. By doing so, you can view a dashboard or a panel directly from an external application without logging into BMC Helix Dashboards. 

Warning

Important

The external application must be integrated with the same BMC Helix Single Sign-On as BMC Helix Dashboards.  Otherwise, you will not be able to embed dashboards or panels in your application. 

  1. Open a dashboard and click a panel title.
  2. Click Share.
  3. Select the Share embed.

  4. Copy the HTML Code displayed in the Embed HTML box and paste it into the external application to view the panel.

    <iframe src="https://<tenantURL>/dashboards/d-solo/UID-EVENTDATA/event-data?orgId=6881408&from=1646032655008&to=1646205455008&panelId=6" width="450" height="200" frameborder="0"></iframe>

    In the above URL:

    • EVENTDATA indicates the dashboard's UID. 
    • from=1646032655008&to=1646205455008 indicates the date/time range for which the data will be displayed in the external application.
    • panelId=6 indicates the panel that you want to embed.
    • width="450" height="200" indicates the size of the panel that will be displayed in the external application.

  5. (Optional) If you want to embed a dashboard in an external application, copy the URL of the dashboard as displayed on your computer screen and create an iframe URL:

    <iframe src="https://<tenantURL>/dashboards/d/UID-EVENTDATA/event-data?orgId=6881408&kiosk=tv&from=1646032655008&to=1646205455008 width="800" height="400" frameborder="0"></iframe>

    where kiosk=tv indicates that the dashboard will be displayed in cycle view mode.

 

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BMC Helix Dashboards 26.2