Page Comparison

Applies to: Kyvos Enterprise  Kyvos Cloud (SaaS on AWS) Kyvos AWS Marketplace

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 If you share a PDF or CSV file, you can attach it or send a link to it.

4. Choose the object to Attach as Do not include additional attachments, Include a PDF version of this document , or Include the data from this document as a CSV file.
   The CSV option is available only if the Cross-Tabular option is enabled on your Dashboard/ Worksheet.

5. If you share a dashboard, you will also see the Include an Image version of this document option.

6. If you choose PDF, CSV, or Image, select Settings and specify further details.

   1. For PDF, you can specify the following:

      1. Export View options: By default Export visualization with Tabular view is selected. If exporting a crosstab or table, you can view the number of Selected Columns and their details by clicking the drop-down list. If there is not currently a crosstab view, the Cross-Tabular option is disabled.

      2. By default, the file is exported as a Zipped folder. Clear the checkbox if you want the unzipped file.

      3. If exporting a dashboard, you can specify to Include Dashboard Title and Include Card Information.

         NOTE:

         • You will see the PDF option only if WORKSHEET_EMAIL_SCHD_PDF_FORMAT property is enabled from the olapengine.properties in Kyvos Manager > Manage Kyvos > Properties.

         • You will see the PDF option only if WORKSHEET_EMAIL_SCHD_PDF_FORMAT property is enabled from the olapengine.properties in Kyvos Manager. Please contact Kyvos Support to set this up for you.

   2. For CSV, you can specify the following:

      1. Export View options: If you are exporting a crosstab, by default Tabular is selected and you can view the number of Selected Columns and their details by clicking the drop-down list. If you are exporting a crosstab, then the Cross-Tabular option is disabled.

      2. You can use the default formatting choices or change the line separator, field separator, and enclosed by characters.

      3. Specify whether to include the header.

      4. By default, the file is Zipped. To send the file as a CSV file, clear the checkbox. You can choose to keep the measure formatting by selecting the checkbox. To learn more, click thei icon or see the Exporting data from a crosstab section.
         Ensure that only CSV formatted worksheets can be scheduled for email. 

   3. For Image (only for dashboards),  you can specify the following:

      1. Select the corresponding checkboxes if you want to Include Dashboard Title.
         When exporting the dashboard as an image, you cannot select the Include Card Information option.
         

      2. Specify if the image is to be sent as a Zipped, Unzipped, or Inline image.

      3. Choose the Image Format from PNG and JPEG.

   4. Click Apply.

7. Click Preview to view the message before sending it.

8. To grant access before sending via email, click Grant Access at the bottom of the dialog and follow the instructions shown earlier in this topic.

9. After everything is verified and completed, Once you are ready to send the message, click Send.

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Sharing source entity

Kyvos supports recursively sharing an entity , along with all its underlying entities, recursively. For example, if you share a semantic model with another user and want to share its underlying source, such as datasets, relationships, semantic models, and worksheetworksheets, and associated files with that user, you . You can do so without having to navigate through each and every underlying source entity.

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• All the underlying entities of the sharing entities will be shared with the user based on their rights over those entities and the selected sharing rights.

• Underlying source entities will not be shared with a user who has been denied access to an entity.

• Higher access rights will not be granted to a user users with read-only access to an entity or to those who wants want to share underlying source entities.

• The complete hierarchy of underlying source entities will be shared with a user who has both read and write rights over an entity.

• Datasets, relationships, semantic models, and worksheets will be shared as underlying source entities.

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