Creating Task to Send an MS Excel File via Email

Allows you to create tasks to generate and email MS Excel files.

1. On the New Task pane, enter the Name of the task. Ensure the name is unique.
2. Tap the Activated slider to turn it on.
3. Select the Trigger. You can either select:
   • Period then enter the Interval (in seconds), or

     

   • CRON then enter a CRON Expression on the format:

     sec mins hours dayofmonth month dayofweek (e.g., 09 02 18 ? * MON-FRI)

     

4. Select the task Type: Email Excel.
5. Upon selecting Email Excel, the Scheduler page changes to allow specification of the following:
   • Enter the Description of the task.
   • Select the Workbook Name in the drop-down list. These are the published workbooks available in the Workbooks page.

     You can also enter the workbook name in the Search box. For workbooks in folders, ensure to start with \ to include folder names.

   • Select the dashboards to include in the MS Excel file by checking their corresponding boxes in the Dashboards drop-down list.

     NOTE: Multiple tables per dashboard are inserted in a sheet of the MS Excel file. 

   • You can also enter the Parameter Values that will be added as parameters to the subject line of emails or as dashboard values in the MS Excel file.

     Such as Parameter=Value, and are comma separated. For example:

     Region=Europe,Industry=Financials

     NOTE:

     • See Setting Parameter Values in Scheduler Tasks for more information on the different syntax you can use to enter parameters with multiple values, as well as parameter values that contain comma.
     • The following Date/Time range querying parameters are also supported in the Email MS Excel File task:
       • CurrentTime
       • LastWorkDay
       • WeekStart
       • QuarterStart

       For example:

       {CurrentTime:dd-MMM-yyyy}

       However, when there is no Date/Time format supplied, the default format yyyy-MM-dd will be used instead.

   • Select the Hide Scrollbars checkbox
6.  Enter the Width and Height of the MS Excel file. Default values are 1024px and 768px, respectively.
7. Enter the Table Style. Default is TableStyleLight1.
8. Select one of the following Modes:
   • Images and Data Table – Images and data are exported to the Excel file (default).
   • Data – Only the data is exported to the Excel file.

   NOTE: Supported visualizations include Table, Heat Matrix, and Record.

9. Enter the email address of the recipient in the To field.
10. You can also enter the following:
    • Sender Name alias to use when sending email. If left blank, the value of email.sender_name property in Panopticon.properties will be used.
    • CC and/or BCC recipients of the email separated by a comma
    • The mail message subject to be used in the email notifications in the Subject field.

      NOTE: Supports dashboard parameters.

    • Content of the email in the Body box.
11.  Click  .
    • Once saved, you can opt to click  to manually run the task.
    • Click  to go back to the Tasks pane. A new task is added to the list.

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