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Deliver enitre Dashboard content using Agent

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Bones23
Bones23 Rank 2 - Community Beginner
edited Aug 13, 2024 5:53PM in Oracle Analytics Cloud and Server

Hi All,

Sorry if this is a repeated question, but I have trawled the internet to no avail.

I have a series of reports which are featured in a Dashboard which are required on a weekly basis by my colleagues, however when the Agent distributes the Dashboard; the Excel file only contains 75 rows of data per sheet. I know the tables are much larger than 75 rows as when I export the Entire Dashboard to excel it shows me the full content.

I have temporarily circumvented this by adding the reports to a Briefing Book and delivering as a .mht file, which works for delivering the content; however it then relies on the recipient opening in IE and Exporting to Excel. My concern here is not only is it slightly time consuming but I have no control of the format of the data (potentially losing leading 0's and formatting required for lookups to work).

So I think I have two questions:

1) Am I approaching this problem in the correct way in the first instance?

2) If this is the correct way to approach this problem, how do I increase the number of rows returned in the analysis featured in the Dashboard distributed via the Agent?

Thanks in Advance

Answers

  • Joel
    Joel Rank 8 - Analytics Strategist

    Agents only allow Dashboard Pages to be included as the delivery content:

    pastedImage_0.png

    A primitive means of achieving this would be to create a briefing book and add all the content of your dashboard into it and that can be delivered via your agent as either HTML or PDF but it looses the dashboard formatting though.

    Edit

    Didn't read your question in its entirety. Briefing Books would be the only way.

  • Bones23
    Bones23 Rank 2 - Community Beginner

    Thanks for the reply Joel, you have confirmed my suspicions that the Briefing Book was the only way to achieve this.

    I understand there is probably a technical reason for this but it is a little frustrating as I would have though this to be a standard requirement, especially as my colleagues do not always have access to OBIEE to manually export the dashboard in it's entirety

  • Joel
    Joel Rank 8 - Analytics Strategist

    what about using the briefing book with a PDF format? Would that work?

  • Bones23
    Bones23 Rank 2 - Community Beginner

    Hi Joel,

    Sorry for the delay in replying. .pdf does allow the content to be delivered, but it is then difficult to convert to excel format to do any further manipulation