Folder Creation Inside Helical Insight CE

Till now we have created reports and dashboards by downloading and editing the files of Template folder. We are using D3, C3 and datatables for visualization purposes, those relevant CSS and JS files are linked in the template.html file.

You might be interested in creating reports and dashboards in your own folder. Below steps will elaborate how to go about the doing the same.

Step 1: Follow the below steps to create new folder:

  • Login into Helical Insight application.
  • Click on Home button and open file browser.

    • File-Browser


  • On Right click, you will get the drop-down menu, click on New Folder. You can create New Folder at any hierarchy. After clicking on New Folder you can give it a name of your choice.

    • Folder-Name



    folder-properties


  • You will find this folder inside your hi-repository physical location where Helical Insight is installed. One thing to note is that the folder which gets created inside hi-repository doesn’t have the name same as you have provided inside Helical Insight application. To get the name with which folder gets created in hi-repository right click on the created folder in Helical Insight application, you will get the drop-down menu.

    • Report Properties

  • Click on Properties, you will get the pop-up window.

    • popup-window

  • On pop-up window you will find one value in Path, that is the name of the folder inside hi-repository.

    • Path of Folder

  • See the folder inside hi-repository

    • Folder inside repository


  • You can further add files or folders inside the created folder through hi-repository or Helical Insight application.

Step 2 : Assuming that you wish to use C3, D3 libraries etc for data visualization, now you will have to link the CSS and JS for this new created folder.

  • Create new folder by name of your choice. Here we have created the Folder called ‘External Files’ inside the folder which we just have created.

    • Folder inside Folder

  • Put all the external JS and CSS files which you want to link inside the report. Here we have added one CSS and one JS file for your reference.

    • Files inside folder

  • Now create template.html file inside the parent folder. Here we have ‘1493036899005’ as parent folder. We have created one template.html file inside it.

    • template.html file

  • Now add following lines of code into ‘template.html’ to link the external JS or CSS file.
    • <link rel="stylesheet" type="text/css" href="css/c3.css"></link>
<link rel="stylesheet" type="text/css" href="getExternalResource.html?path=1493036899005/External Files/jquery.dataTables.css"></link>

<script src="js/vendors/c3.js"></script>
<script src="getExternalResource.html?path=1493036899005/External Files/Chart.min.js"></script>

    In the above snippet when linking the CSS files , we give path in the ‘href’ attribute as follows :- 

    href="getExternalResource.html?path=1493036899005/External Files/jquery.dataTables.css"

    If you observe the path above (in blue), we have given the address from the hi-repository. The 1493036899005 is present inside the hi-repository (folder created when the application is installed). The path to be given is relative to folder ‘hi-repository’. User can also give absolute path.

    Now follow the regular process of creating the report. For the steps of report creation please refer the following blog: How to create report in Helical Insight CE

You May Also Like

Leave a Reply

Helical Insight’s self-service capabilities is one to reckon with. It allows you to simply drag and drop columns, add filters, apply aggregate functions if required, and create reports and dashboards on the fly. For advanced users, the self-service component has ability to add javascript, HTML, HTML5, CSS, CSS3 and AJAX. These customizations allow you to create dynamic reports and dashboards. You can also add new charts inside the self-service component, add new kind of aggregate functions and customize it using our APIs.
Helical Insight’s self-service capabilities is one to reckon with. It allows you to simply drag and drop columns, add filters, apply aggregate functions if required, and create reports and dashboards on the fly. For advanced users, the self-service component has ability to add javascript, HTML, HTML5, CSS, CSS3 and AJAX. These customizations allow you to create dynamic reports and dashboards. You can also add new charts inside the self-service component, add new kind of aggregate functions and customize it using our APIs.
Helical Insight, via simple browser based interface of Canned Reporting module, also allows to create pixel perfect printer friendly document kind of reports also like Invoice, P&L Statement, Balance sheet etc.
Helical Insight, via simple browser based interface of Canned Reporting module, also allows to create pixel perfect printer friendly document kind of reports also like Invoice, P&L Statement, Balance sheet etc.
If you have a product, built on any platform like Dot Net or Java or PHP or Ruby, you can easily embed Helical Insight within it using iFrames or webservices, for quick value add through instant visualization of data.
If you have a product, built on any platform like Dot Net or Java or PHP or Ruby, you can easily embed Helical Insight within it using iFrames or webservices, for quick value add through instant visualization of data.
Being a 100% browser-based BI tool, you can connect with your database and analyse across any location and device. There is no need to download or install heavy memory-consuming developer tools – All you need is a Browser application! We are battle-tested on most of the commonly used browsers.
Being a 100% browser-based BI tool, you can connect with your database and analyse across any location and device. There is no need to download or install heavy memory-consuming developer tools – All you need is a Browser application! We are battle-tested on most of the commonly used browsers.
We have organization level security where the Superadmin can create, delete and modify roles. Dashboards and reports can be added to that organization. This ensures multitenancy.
We have organization level security where the Superadmin can create, delete and modify roles. Dashboards and reports can be added to that organization. This ensures multitenancy.
We have organization level security where the Superadmin can create, delete and modify roles. Dashboards and reports can be added to that organization. This ensures multitenancy.
We have organization level security where the Superadmin can create, delete and modify roles. Dashboards and reports can be added to that organization. This ensures multitenancy.
A first-of-its-kind Open-Source BI framework, Helical Insight is completely API-driven. This allows you to add functionalities, including but not limited to adding a new exporting type, new datasource type, core functionality expansion, new charting in adhoc etc., at any place whenever you wish, using your own in-house developers.
A first-of-its-kind Open-Source BI framework, Helical Insight is completely API-driven. This allows you to add functionalities, including but not limited to adding a new exporting type, new datasource type, core functionality expansion, new charting in adhoc etc., at any place whenever you wish, using your own in-house developers.
It handles huge volumes of data effectively. Caching, Pagination, Load-Balancing and In-Memory not only provides you with amazing experience, but also and does not burden the database server more than required. Further effective use of computing power gives best performance and complex calculations even on the big data even with smaller machines for your personal use. Filtering, Sorting, Cube Analysis, Inter Panel Communication on the dashboards all at lightning speed. Thereby, making best open-source Business Intelligence solution in the market.
It handles huge volumes of data effectively. Caching, Pagination, Load-Balancing and In-Memory not only provides you with amazing experience, but also and does not burden the database server more than required. Further effective use of computing power gives best performance and complex calculations even on the big data even with smaller machines for your personal use. Filtering, Sorting, Cube Analysis, Inter Panel Communication on the dashboards all at lightning speed. Thereby, making best open-source Business Intelligence solution in the market.
With advance NLP algorithm, business users simply ask questions like, “show me sales of last quarter”, “average monthly sales of my products”. Let the application give the power to users without knowledge of query language or underlying data architecture
With advance NLP algorithm, business users simply ask questions like, “show me sales of last quarter”, “average monthly sales of my products”. Let the application give the power to users without knowledge of query language or underlying data architecture
Our application is compatible with almost all databases, be it RDBMS, or columnar database, or even flat files like spreadsheets or csv files. You can even connect to your own custom database via JDBC connection. Further, our database connection can be switched dynamically based on logged in users or its organization or other parameters. So, all your clients can use the same reports and dashboards without worrying about any data security breech.
Our application is compatible with almost all databases, be it RDBMS, or columnar database, or even flat files like spreadsheets or csv files. You can even connect to your own custom database via JDBC connection. Further, our database connection can be switched dynamically based on logged in users or its organization or other parameters. So, all your clients can use the same reports and dashboards without worrying about any data security breech.
Our application can be installed on an in-house server where you have full control of your data and its security. Or on cloud where it is accessible to larger audience without overheads and maintenance of the servers. One solution that works for all.
Our application can be installed on an in-house server where you have full control of your data and its security. Or on cloud where it is accessible to larger audience without overheads and maintenance of the servers. One solution that works for all.
Different companies have different business processes that the existing BI tools do not encompass. Helical Insight permits you to design your own workflows and specify what functional module of BI gets triggered
Different companies have different business processes that the existing BI tools do not encompass. Helical Insight permits you to design your own workflows and specify what functional module of BI gets triggered