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

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Note

The Share underlying source entities’ option will be available for relationships, semantic models, and worksheets. 

  1. Click Share.

Sharing object via Email
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Email
Email

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Note

You must have Email Account configured in your environment to receive email notifications. See the Mail Account section for more details. 

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Note

The recipients must have read access rights to view the document.

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

  1. 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.

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

  3. 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.

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

  5. 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.

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

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