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External Link

The External Link feature allows you to share a real-time version of a visualization with others via a secure, shareable link. Access to the visualization is governed by the security settings of the user who logs in through the external link.

You can embed the generated link within their ERP (e.g., Sage X3, Sage Intacct, Sage 300, Acumatica) or other applications (e.g., Microsoft Teams, PowerPoint, or any other tools that support hyperlinks) to quickly access real-time insights. The embedded link provides users with access to all available sidebar options and allows full customization with the visualization. Filters can also be adjusted within the external link to update the visualization in real time.

This feature is available for Views, Dashboards, Reports, and Workbooks.

  • Embedding visualizations: Integrate visualizations into your own systems without switching between platforms.
  • Integrating external systems: Display real-time reports and dashboards in external applications using a secure link.
  • Enhancing workflow efficiency: Streamline processes by embedding visual data directly where it's needed.
  • Ensuring up-to-date information: Provide real-time data access within another system without manual updates or exports.
  1. Locate the visualization you want to embed.
  2. Double-click it or select Open from the context menu.
  3. Click the Sharing icon in the Toolbar panel on the right. It expands to show the submenu options.
  4. Select External Link from the menu.
  5. The current visualization will open in a new tab.
  6. Copy the complete URL from the address bar.
  7. Paste the link into the configuration of the system where you want to embed it.
note

The first time the link is embedded, you may be prompted to enter your credentials.

The &f= parameter in External Link allows you to apply dynamic filters directly in the URL. This is useful for displaying specific data without requiring manual filtering in the visualization. When integrating the visualization into a system (e.g., ERP), this option enables you to pass dynamic values through the link, ensuring the correct filtered data is displayed upon opening.

  1. Generate the link for the visualization you want to embed by following these steps.
  2. Identify the filter you want to apply and retrieve the corresponding Table Name and Source Field Name from the Advanced section of the Data Model Designer.
  3. Construct the filter using the syntax &f=TableName.FieldName='Value'.
       ➤ Example – Filter by Item ID with the value 21117
       Use &f=sodocumententry.itemid='21117'
       This ensures the visualization only shows data for Item ID 21117.
  4. Append the filter parameter (&f=...) to the end of the external link.
  5. When the link is opened, the visualization will load with the filter applied.

External links allow you to create dynamic URLs that open a specific visualization based on parameters. This makes it possible to embed these links within workbooks to provide more insights into specific values.

  1. Generate the link for the visualization you want to include in the workbook by following these steps.
  2. Copy the external link and paste it into a cell in the workbook where you want to integrate it.
  3. Identify the parameters that will be used to filter the visualization (e.g., Book ID, Account Number, Year, Month, Customer ID), and determine their corresponding Table Name and Source Field Name from the Advanced section of the Data Model Designer.
  4. To dynamically generate the external link, use the HYPERLINK function in the workbook.
       ➤ Example – Dynamically construct an external link
       The following formula updates the View ID and filter parameters based on cell references. This allows you to open
       multiple visualizations tied to real-time values in your workbook: 
    =HYPERLINK(CONCATENATE("https://yourserver.com/Standalone/Index?PID=490000007&VID=", $F$13, "&envID=XXXXXX&OpeningAction=OpenView&CP=XXXXXX&f=TABLE_NAME.Bookid='", $B$8, "' AND TABLE_NAME.AccountNo='", $A15, "' AND TABLE_NAME.FiscalYear='", D$11, "'"), "Drill-Down")
  5. This will display a Drill-Down link in the cell. When clicked, it opens the corresponding visualization in a new browser tab.

The External Link is composed of the following elements:

https://yourserver.com/StandAlone/Index?PID=490000001&VID=490000005&envID=6326ca3f-8897-4ed4-839a-65eeff6757c0&OpeningAction=OpenView&CP=43aab323
ElementDescription
Base URLThe base of the URL that refers to the web server and specifies that the external version of the visualization is being accessed. This is automatically included when generating the external link.

For example: https://yourserver.com/Standalone/Index.
PIDCorresponds to the Data Model ID, visible in the tooltip when hovering over the Data Model in the Navigation Panel. Automatically included when generating the external link.
VIDCorresponds to the Visualization ID, visible in the tooltip when hovering over the visualization in the Navigation Panel. The visualization must be associated with the Data Model referenced by the PID parameter. Automatically included when generating the external link.
EnvIDCorresponds to the Environment ID, which determines from which environment the data will be retrieved. Automatically included when generating the external link.
CPCorresponds to the CentralPoint ID, used only for on-premise deployments. Automatically included when generating the external link.
fAn optional parameter used to apply filters to the visualization. Filters are constructed using the Table Name and Source Field Name from the Advanced section of the Data Model Designer.