Sharing a dashboard by e-mail

You can deliver your dashboard to members of your team by sending them an e-mail with a link to Express or an attached PDF.

Since we only have one user in our team, for simplicity in this recipe we will send a message to ourselves.

Getting ready

In order to see Flash contents in a PDF document, you need to install a separate Flash player (see article http://at5.us/Ch13U7). This is a standalone install, not the web browser plugin; download the appropriate version for your operating system and install it.

How to do it…

We are now sending a dashboard via e-mail:

  1. Once you have the Flash player installed go to the main team page. Move the cursor over Vehicles Co2 emissions, and click on the Share option.
  2. From the drop-down menu, select Deliver.
  3. A page named Delivery Settings opens, click on the To button and in the Select Recipients dialog select your name in the Users list. Then press OK.
  4. Enable the checkbox labeled Include a portable dashboard in PDF format.
  5. Open the Frequency dropdown and choose One time, immediately.
  6. Press OK and check your e-mail.
  7. Open the message and download the copy of Vehicles Co2 emissions.pdf.
  8. Open the file in Adobe Reader. Once it loads try to click on the page-by buttons to change the Heat Map.

Wow!

How it works…

The PDF contains a copy of the entire dashboard in Flash format. When the Adobe reader finds Flash content in a file, it loads the Flash player to render it. We are actually looking at an embedded SWF inside a PDF document.

There's more…

You can schedule a delivery too. Instead of choosing One time, immediately on step 5, pick On the following schedule and fill the Select a schedule below dialog box.

Note

You can watch a screencast of this operation at:

Sharing from the free account

Dashboard sharing is also available for the personal accounts. It doesn't allow to schedule a delivery but you can send a link via e-mail or embed an IFRAME into your web page or blog, which is an extremely useful feature.

The procedure is very similar: in the personal main page, hover the cursor on a dashboard name and click on Share. Then select from the available options the last one: Embed (Social). This provides you with the HTML code to embed the dashboard in a standard web page.

Sharing from the free account

See also

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