Delivery formats and advanced options

The Format field contains a drop-down menu of available formats:

  • CSV zip file: The unformatted data from the dashboard delivered as a collection of comma-separated values (CSV) files in a zipped directory. For deliveries to email, the ZIP file is delivered as an email attachment.

  • PDF: An image of the dashboard as a single PDF file. The default layout displays tiles as they are arranged in the dashboard, but other layout and sizing options are available under Advanced options. For deliveries to email, the file is delivered as an email attachment.

  • PNG visualization: An image of the dashboard as a single PNG file. The default layout displays tiles as they are arranged in the dashboard, but other layout options are available under Advanced options. For deliveries to email, the image appears inline within the body of the email.

Advanced options

The Advanced options tab provides additional customization for your delivery. The options available depend on the selected destination and format of your delivery.

Custom message

This option is available only for the email destination.

Enter a message you would like included in the body of emails to recipients.

Run schedule as recipient

This option is available only for the email destination.

If you are not a Centricity admin and you enter an email address other than your own, this option is unavailable. You can, however, enter only your own email address, and the data results you receive will be the same as if you had run the query yourself, based on your permissions.

This option is available only for the email destination.

If your Centricity admin has set your Centricity instance’s emailed data policy to Send Links and Data, the schedule and send window displays the Include links option. Select this option to include in the data delivery emails a View full dashboard link that goes to the dashboard in Centricity.

Recipients must log in to Centricity and have permissions to access the models on which the delivered dashboard is based to view that content in Centricity. If you want to remove this link from your data delivery emails, clear the Include links checkbox.

Results

This field is available only for CSV ZIP file formats of dashboard deliveries. It contains two options: With visualizations options applied or As displayed in the data table. You can choose one or the other.

Choose the With visualizations options applied option to apply some of the visualization settings from the dashboard tiles to your dashboard delivery. This causes the files in your delivery to appear similar to table charts. Any of the following settings in the PlotSeries, and Formatting menus that are configured for a visualization will be applied to the data delivery:

  • Show Row Numbers

  • Hide Totals

  • Hide Row Totals

  • Limit Displayed Rows to a maximum of 500 rows shown or hidden

  • Show Full Field Name

  • Custom labels for each column

Choose the As displayed in the data table option to deliver the data as it appears in the data table of each dashboard tile’s Explore from here window.

Values

This field is available only for CSV ZIP file formats of dashboard deliveries. It contains two options: Formatted or Unformatted. You can choose one or the other.

  • Select Formatted if you want the data to appear similar to how it appears in the Explore experience in Centricity, although some features (such as linking) aren’t supported by all file types.

  • Select Unformatted if you do not want to apply any special formatting of your query results, such as rounding long numbers or adding special characters, that your Centricity developers may have put in place. This is often preferred when data is being fed into another tool for processing.

Expand tables to show all rows

This option is available only for PDF formats of dashboard deliveries.

Select the Expand tables to show all rows box to display all rows of any table visualizations in the dashboard — rather than just those rows that display in the dashboard tile thumbnails.

If you do not see the Expand tables to show all rows option when you’ve chosen PDF in the Format field, talk to your Centricity admin about installing the appropriate version of the Chromium renderer for your Centricity instance.

Arrange dashboard tiles in a single column

This option is available only for the PDF and PNG visualization formats of dashboard deliveries.

Select the Arrange dashboard tiles in a single column box to format your PDF or your PNG visualization in a single column layout. This layout displays dashboard tiles in a single vertical column. Leave the box unchecked to show the tiles as they are arranged in the dashboard.

Paper size

This option is available only for PDF formats of dashboard deliveries.

You have the option to specify the optimal size and orientation of dashboard PDFs by selecting from the Paper size drop-down menu. Large visualizations or groups of overlapping dashboard tiles may need to be resized to fit cleanly on a PDF page. If you do not see the Paper size option, talk to your Centricity admin about installing the latest version of the Chromium renderer for your Centricity instance.

Table resolution

This option is available only for the PNG visualization format and when the Arrange dashboard tiles in a single column box is checked.

You can customize the width of your visualization by using the Table resolution drop-down menu. Your width options are:

  • Normal: 800 pixels

  • Wide: 1680 pixels

For deliveries to email, if you choose Wide and the visualization width exceeds the limit set by your email client, email delivery recipients may need to scroll horizontally to see the entire visualization.

Delivery timezone

By default, Centricity uses the time zone associated with your account to determine when to send your data delivery. If you don’t have a time zone associated with your account, Centricity uses your Application Time Zone setting.

If you want to specify a different time zone, select the time zone from the drop-down menu. The time zone you select does not affect the data in your Look or dashboard, just the timing of the delivery.



 

 

More questions about Centricity? Check out our website or talk to our Support Team.