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Using the HTML Viewer

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Modified on Wed, 02 Dec 2015 06:12 PM Categorized as Bookmarks, Export, HTML
Click to return to: Documentation | Dundas Dashboard for Mobiles


Overview

The HTML Viewer lets you view a single dashboard or dashblock using HTML5 rendering. Generally, this means that by navigating to the HTML Viewer URL for a dashboard, you can view the dashboard on any computer or mobile device that supports HTML5 and SVG.

See System Requirements for a list of supported devices and browser versions.

HTML Preview

While designing a dashboard, use the Preview button from the toolbar to preview the dashboard as HTML in a separate browser window.

Image

This lets you review the dashboard before publishing the URL to mobile users.

HTML Preview window during dashboard design.

HTML Preview window during dashboard design.


View as HTML

To view a dashboard or dashblock using HTML5 from the Design Explorer:

  1. Right-click over the dashboard (or dashblock) to access its menu.
    View as HTML.
  2. From the menu, choose View as HTML.

The dashboard is displayed in a separate browser window that re-uses your existing Silverlight login session. There is a small toolbar at the top-right corner of the dashboard with the following options:


You can also show or hide the toolbar by clicking the toggle button on the right side of the toolbar.

HTML Viewer toolbar.

HTML Viewer toolbar.


HTML Viewer URL

When you use the View as HTML option, the HTML Viewer URL for the dashboard looks something like this (example):

http://dashsvr:7000/HtmlViewer.ashx?Dd_ContentId=7bcebd59-d425-4f29-9ea4-73033d50d515&Dd_ContentType=Dashboard

where:

  • Dd_ContentId specifies the GUID of the dashboard or dashblock (which you can get from its Properties window).
  • Dd_ContentType identifies the type of object being viewed.

If you navigate to the HTML Viewer URL for a dashboard without an available login session, you will be asked to login first just like with the HTML Explorer.

You can optionally pass a username and password in the query string when launching the HTML Viewer (HtmlViewer.aspx). This can help with simple integration scenarios but note that the username and password are passed as plain text, which is not secure. Example:

http://dashsvr:7000/HtmlViewer.ashx?Dd_ContentId=7bcebd59-d425-4f29-9ea4-73033d50d515&Dd_ContentType=Dashboard&dwUsername=admin&dwPassword=1234

You can also pass a bookmark ID in the query string when launching the HTML Viewer (HtmlViewer.aspx). Example:

http://dashsvr:7000/HtmlViewer.ashx?Dd_ContentId=cbec72ba-d6c2-4815-8f2f-260b2a3b1827&Dd_ContentType=Bookmark

Customizing the appearance of the viewer

The appearance of the HTML Viewer and the HTML Explorer can be customized via CSS.

See Customizing the HTML Explorer for details.

Toolbar options

Bookmarks

While viewing a dashboard in the HTML Viewer, click Bookmark from the toolbar to create a corresponding HTML bookmark.

Bookmark dialog.

Bookmark dialog.


Exporting data

Click Export from the toolbar to export your dashboard data to file formats such as Excel. The functionality here is similar to exporting data via the Silverlight-based Dashboard Viewer, but there are some differences to be aware of:

  • For Excel export: The Advanced option that lets you include an image as part of the exported Excel data is only available if you choose the Export selected controls option. When using the option to include images of selected controls in the Excel file, note that you may need a third party app on iOS devices (e.g. iPhone or iPad) to view the images within the Excel file.
  • For other formats: PowerPoint (PPTX), PDF, and PNG image export is also supported. To access these options, you must install the Image Creation Service and the appropriate Data Export Add-on in the case of PDF/PPTX. But there are specific limitations to note:
    • The Export dialog's Advanced and Formatting tabs do not apply to these formats because they simply export the entire dashboard or control as an image.
    • Changes to the dashboard via interactions or control change events will not be reflected in the exported results.
    • When exporting just a single data grid control to PDF/PNG, only the frame and background of the data grid is exported (not the text).

The HTML Viewer's Export dialog.

The HTML Viewer's Export dialog.


To export data appearing in your dashboard to the Excel file format:

  1. Click Export from the toolbar. The Export dialog is displayed.
  2. In the dialog, set the Export file format dropdown list to Microsoft Excel.
  3. If you want to export data from all DV controls on the dashboard, select the Export entire dashboard option.
  4. Or, if you want to export data from just one or a subset of the DV controls, choose the Export selected controls option. Then select one or more DV controls in the list as desired by holding down the CTRL key while clicking corresponding items in the list. Each DV control that you select will be highlighted with a red selection border in the HTML view of the dashboard.
  5. By default, data will be exported from just the visible portions or columns of your selected control (e.g. a data grid) while preserving column ordering, sorting, filtering and data/string formatting. However, if you want the complete result set of the control's underlying KPI or dataset to be exported instead, go to the Formatting tab and uncheck the Export as seen option.
    Excel Formatting options.
  6. Go to the Advanced tab to configure additional export options. See this article for more information about advanced Excel options.
    Advanced Excel options.
  7. To begin exporting data, click the Export button. When the export operation is complete, the browser displays a dialog which asks you to either open or save the exported Excel file.

Note: The controls in the Export dialog will be disabled if the dashboard designer has made the Excel format unavailable via the Export Formats advanced property of the dashboard.

Scheduled reports

Click Schedule from the toolbar to set up a task that lets you export data from one or more dashboards on a one-time or recurring basis. You can create and manage your own scheduled reports while viewing a dashboard with the HTML Viewer.

The functionality here is similar to creating and managing scheduled reports from the Silverlight application.

To create a new scheduled report:

  1. Click Schedule from the toolbar. The Scheduled Report Definition dialog is displayed.
  2. In the dialog, select the Create New Schedule option.
  3. Click Next.

The HTML Viewer's Scheduled Report Definition dialog.

The HTML Viewer's Scheduled Report Definition dialog.


Enter a name for the scheduled report, and then choose when to send the report by defining its schedule. See Setting up a Schedule for details.

Enter a name for the scheduled report.

Enter a name for the scheduled report.


Define the report schedule.

Define the report schedule.


Choose the report file format and ordering of dashboards for export.

Choose the report file format and ordering of dashboards for export.

Choose the report file format and ordering of dashboards for export.


Set the delivery options for the report by first choosing the Delivery method from the dropdown list. You can choose to save the exported file(s) as files on disk, or attach them to an email message.

Deliver the scheduled report as a file.

Deliver the scheduled report as a file.


Deliver the scheduled report via email.

Deliver the scheduled report via email.


Click Finish to complete the definition of the scheduled report.

Sharing as an image or URL link

Click Share from the toolbar to share the current dashboard as an image or URL link for Silverlight/HTML.

Share option in the HTML Viewer.

Share option in the HTML Viewer.


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