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Overview

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Using the Javascript API, Yellowfin Reports and Dashboards can be embedded into external webpages, which can be hosted on a seperate separate web server to Yellowfin. The only requirement is that the end user's browser can access the Yellowfin server.

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Interactive elements such as Drill Through, Drill Down, User Prompt Filters, Series Selection, and Export to PDF are available.

Display

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Report

The embedded report contains a Title Bar and the Report itself. The Title Bar contains the name of the report, as well as buttons to control any interactive elements used on the report. The interactive features include:

 

Description

Displays basic Report Information including; Name, Description, Last Modified Date, Category, Sub Category, and Current User

Displays the Javascript used to embed the report

Allows the user to toggle to Chart view if Table and Chart display is used

Allows the user to toggle to Table view if Table and Chart display is used

Opens a panel of User Prompt Filters enabled on the report

Opens a Series Selection panel if the Visible Series Selection option is enabled

Opens a Unit Selection panel if the Visible Units Selection option is enabled

Opens a Page Navigation panel if the report contains multiple pages

Opens a Section Navigation panel if the report contains sections

Opens the GIS Map Navigation panel if the map has Hover Navigation enabled

Opens the Export panel, allowing the user to export the report to various formats, including:

  • Export to CSV
  • Export to DOC
  • Export to PDF
  • Export to Rich Text Format
  • Export to Text
  • Export to XLS

Dashboard

The embedded dashboard contains a Title Bar for the entire dashboard, and then each of the dashboard reports (displayed the same as embedded reports), laid out the same way as they are when viewed through the Yellowfin front end.
Note: dashboard filters and KPI dashboards are supported.

 

Description

Displays basic Dashboard Information including; Name, Description, Last Modified Date, and Current User

Displays the Javascript used to embed the dashboard

Opens a panel of User Prompt Filters enabled on the dashboard

Opens the Export panel, allowing the user to export the dashboard to various formats, including:

  • Export to CSV
  • Export to DOC
  • Export to PDF
  • Export to Rich Text Format
  • Export to XLS

Example Usage

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Embedding a Report

Using the Share menu, copy the Embed Javascript, which identifies the report to load, for use in your HTML page, wiki, or blog. It will take a form similar to this:

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See the Basic Use for more information.

Embedding a Dashboard

Using the Distribute menu, copy the Embed Javascript, which identifies the dashboard to load, for use in your HTML page, wiki, or blog. It will take a form similar to this:

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See the Basic Use for more information.

User Access

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Users are authenticated when accessing a report or dashboard through the Javascript API. If a user has not yet logged in, they may be able to view the content as a Guest user. (Click here to learn how to do this.) There are a number of factors used to determine whether a report or dashboard can be run as a Guest user, or whether unauthenticated users are required to log in.

Authentication details can be passed to the API when the dashboard or report is loaded, either by passing a username and password, or authenticating via web services and passing the login token to the API. This allows you to use a specific user to load content rather than requiring the user to enter their details.

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When a user enters their Yellowfin username and password to log in to the Javascript API, a cookie is stored in their browser to remember the user they logged in with. The next time they visit a page that includes a report or dashboard embedded using the Javascript API, they will automatically be logged in again using the same user. This prevents users from needing to enter their details every time they request a report or dashboard. By default, the cookie is valid for seven days from the last time the user logs in. This period can be changed by setting the External API cookie timeout value in Administration > Configuration > EmailSystem > General Settings. To disable the cookie altogether, set the value to 0.

Note: the cookie value is stored in the browser is encrypted. The cookie will not work across a restart of Yellowfin (i.e. when Yellowfin is restarted, all users will be required to log in again).

Limitations

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The current limitations of the Javascript API include:

  • Reports at the Client Org level are not supported
  • Multiple reports may be added to a single HTML page, but each report may only be included once per page
  • Only one dashboard is supported per HTML page
  • The calendar selector for date filters is not available
  • Drill Anywhere is not available
  • Saved Filter Sets are not available
  • Chart Animation is not availableThe Multi-Chart Canvas is not available

 

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