Analytics » Publishing Options » Creating URL/Permalink to Views
In Virtutem Analytics you can easily create a standalone Permanent URLs(Permalink) for any view you have created in Virtutem Analytics . Virtutem Analytics allows you to create a URL with private access with/without login or with public access. Permalink allows your users to access the shared reports through a URL so that your reports can be bookmarked for quick reference anytime or can be linked from other websites. Users visiting these links will be able to see the latest live version of the view. Any changes you make to the view or the underlying data will be reflected automatically in the permalink.
You can create URL for any type of view that you have created in Virtutem Analytics including Charts, Pivot tables, Summary views, Tabular views, Dashboards, Tables and Query tables. By default, all views created in Virtutem Analytics s are private. Only users to whom the view has been shared can see the report using the corresponding report's URL. Shared user has to login into Virtutem Analytics s when prompted for login. If the user has already logged into Virtutem Analytics (in the same browser), then it will not prompt for login. For more information on how to share reports to users, Refer to the topic Sharing and Collaboration .
In case you do not want the users to be logged into Virtutem Analytics while accessing the report, then you need to create URL with the setting Access without Login or make the view public. We will discuss about the various access models for each view type in the following sections.
Virtutem Analytics provides option to create a URL to your chart in interactive mode or in image mode. With this you will be able to share your charts through a created URL with interactive options as you have within the Virtutem Analytics service such as toolbar menu, user filters, mouse over effects. Depending on the option selected, the URL for your chart will be generated.
When you create a URL for the chart in interactive mode, then users visiting the URL can view and interact with the chart as you could do when you view the chart within the Virtutem Analytics user interface. The following interactions are possible when a chart is in interactive mode:
When you create a URL for your chart, by default it will be set to Private Access with Login setting to provide highest level of security to your chart. In this access mode you have to share the chart to your users and those shared users will be able to access the chart, on successful login. Any other users to whom you have not shared the view or public users will not be able to access the chart.
You can create permalink for the charts with Private Access with Login setting by following the steps below:
When users visit the permalink it will prompt for login details as shown below, in case the user has not logged in already into Virtutem Analytics . On successful login they will be able to access the chart.
In case you want your chart to be accessed by the users to whom you share the permalink of the view and do not want them to login into Virtutem Analytics every time they access the URL, then you have to create it with private Access without Login setting. Both Interactive and image mode is supported in this model. When this setting is selected Virtutem Analytics will generate a permalinks which will contain a unique randomly generated private key (private link), making them secure and very hard (if not impossible) to guess.
To create permalink for the charts with Private Access with Login setting, follow the steps below:
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In case you want your chart to be accessible to all users who visits the permalink and do not require the random key based link generation (as in Private access without login option), then you have to create it with Public Access setting.
To do this: |
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You can edit permissions of the created URL of the chart anytime you want. Refer to the Editing Permissions for Created URL section to know how to edit permissions of the chart.
Virtutem Analytics supports creating permalink for all type of views such as Table, Query Table, Pivot Table, Summary View and Tabular View created in Virtutem Analytics .
You can choose one of the following three access models while creating permalink (similar to the options provided for the Charts discussed in the previous section):
When you create a permalink for your view with Private Access with Login setting, then it would prompt for the users to login with Virtutem Analytics login ID to access the view. Also, only users to whom you have shared the view (Using the Share option ) would be able to access the view, on successful login. This is the most secure way of sharing a view.
The following steps illustrates how to create a permalink for a table in Virtutem Analytics :
The following table describes various options available for different types of views.
OPTION | DESCRIPTION | APPLICABLE TO |
Width | Allows you to set the width of the published view. | Applicable for Tables, Query Tables, Pivots, Summary and Tabular views. |
Height | Allows you to set the height of the published view. | Applicable for Tables, Query Tables, Pivots, Summary and Tabular views. |
Theme | Allows you to set the theme of the published view. | Applicable for Tables, Query Tables, Pivots, Summary and Tabular views. |
Auto Refresh Every N Seconds | Allows you to automatically refresh your view at a set interval to display latest data. | Applicable for Tables, Query Tables, Pivots, Summary and Tabular views. |
Data Type Symbol | Provides the data type symbol of the corresponding column in the header.
| Applicable for Tables, Query Tables and Tabular views. |
Toolbar | Provides a toolbar of the corresponding view at the top, when published. | Applicable for Tables, Query Tables, Pivots, Summary and Tabular views. |
Search Box | Provides a search box at the top of the view. | Applicable only for Tables. |
Column Chooser | Provides an option to show or hide columns from the view. | Applicable for Table, Tabular view and Query Table, |
Title | Provides title of the View | Pivot and Summary views. |
Description | Provides a brief description of the view | Applicable for Pivot and Summary views. |
Specify Filter Criteria | Allows you to filter the data by specifying a filter criteria. | Applicable for Tables, Query Tables, Pivots, Summary and Tabular views. |
When users visit the permalink it will prompt for login details as shown below, in case the user has not logged in already into Virtutem Analytics . On successful login they will be able to access the view.
In case you do not want all your users to login to Virtutem Analytics , but still want to share the view securely, then you can create a permalink for the view for the view with Private Access without Login setting. When this setting is selected Virtutem Analytics s will generate a permalinks which will contain a unique randomly generated private key (private link), making them secure and very hard (if not impossible) to guess.
To create a permalink for a table with private access without login, follow the steps given below:
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If you want to create a permalink for a view which will be accessible to all users who visits the permalink and do not require the random key based link generation (as in Private access without login option), then you can create it with Public Access setting.
To do this:
You can edit permissions of the URL anytime you want. Refer to the Editing Permissions for Created URL section to know how to edit permissions of the view.
You can create a permalink to the dashboards in Virtutem Analytics following the same steps as described for other types of views in the previous section.
Following are the three access models that you can choose while creating permalink for your dashboard (similar to options provided for the Charts discussed in the previous section):
When you create a permalink for your view with Private Access with Login setting, then users with whom you have privately shared this view can access these view after successful login.
To create a permalink to your dashboard:
When users visit the permalink it will prompt for login details as shown below, in case the user has not logged in already into Virtutem Analytics . On successful login they will be able to access the view.
You can create the permalink for your dashboard with Private Access without Login setting, if you do not want all your users to login to Virtutem Analytics , but still want to share the view securely. When this setting is selected Virtutem Analytics will generate a permalinks which will contain a unique randomly generated private key (private link), making them secure and very hard (if not impossible) to guess.
To create a permalink to your dashboard with Private Access without Login:
If you want to create a permalink for your dashboard which will be accessible to all users who visits the permalink and do not require the random key based link generation (as in Private access without login option), then you can create it with Public Access setting.
You can edit permissions of the created URL of the dashboard anytime you want. Refer to the Editing Permissions for Created URL section to know how to edit permissions of the dashboard.
Virtutem Analytics allows you to edit the previously granted permissions of the permanent URL (both private and public). You can also completely remove access to the link.
Click Ok
You can grant new permissions or revoke permissions for the selected table by selecting/deselecting the corresponding check box in the Edit Permission dialog box. Click OK to complete the process. If you want to remove access to the private/public or shared users for the URL, click on the corresponding Remove link adjacent to each shared member and then click Close .
Virtutem Analytics allows you to apply dynamic filters to your views when sharing it to your users. These filters gets applied on the fly over the data displayed as part of the view, when users access it using its permalink. Using this feature, you can share the same permalink to different set of users by applying different set of filter criteria, to suit the allowed permission, context and profile of the user who is accessing the URL.
Filters can be applied by passing the required filter criteria to the parameter named ZOHO_CRITERIA and appending it as a part of the URL/Permalink. The view's data is filtered and displayed based on the criteria specified, whenever a user access the link.
Example:
The generated Permalink/URL for a chart would look like as shown below.
http://reports.zoho.com/ZDBDataSheetView.cc?OBJID=29406000000445889&STANDALONE=true&privatelink=63b5c6b5fa2091af20e1b57243cd4c26&LP=RIGHT&ZDB_THEME_NAME=blue
&REMTOOLBAR=true&INCLUDETITLE=true&INCLUDEDESC=true
The above URL displays Store Sales bar chart when accessed by the users. To limit the view to just show the Store Sales for the year 2008, add &ZOHO_CRITERIA=year("Date")='2008' to the URL as shown below. Here in the example Year function is used to extract year from the column Date.
http://reports.zoho.com/ZDBDataSheetView.cc?OBJID=29406000000445889&ZOHO_CRITERIA=Year("Date")='2008'&STANDALONE=true
&privatelink=63b5c6b5fa2091af20e1b57243cd4c26&LP=RIGHT&ZDB_THEME_NAME=blue&REMTOOLBAR=true&INCLUDETITLE=true&INCLUDEDESC=true
Now, the URL displays Store Sales chart containing only the values matching the year 2008 as shown below, when accessed by the users.
Filter Criteria Format
Filter criteria will exactly follow the same format as that given in Applying Filters on Embedded Views section of Embedding View in Web pages topic.