There might be certain cases in which people might be interested in embedding report / dashboard built using Helical Insight solution on their website which can then be used by anybody, without the need to login i.e. it should be accessible publicly. In this article we will cover how to access report/dashboard created using Helical Insight publicly.

Note: You can share only those reports / dashboard publicly for which either you should be the owner or should have been shared with you.

To get URL of the report / dashboard we have to follow certain steps which are mentioned below.

Step 1: Open the file-browser and search for the report/dashboard you want to share publicly.

Step 2: Right click on the report/dashboard and open it in a new window. In this way you will be able to get the unique URL specific to that report/dashboard. Sample URL is shown below.

Step 3: Get the organization name, username, and password details for login in to the application to access the report.

NOTE: If you login through Super User, you have the access to all the reports / dashboards and in this case you need not to pass the organization name in the URL.

Examples:

  1. Login through Super User using following credentials
  2. Organization Name = 
    User Name = hdiadmin
    Password = hdiadmin
    

    By passing above credentials in the URL, then access URL should be as shown below:

    http://192.168.2.9:8085/hi-ee/hi.html?dir=HelicalDemo&file=HelicalDemoFile.efw&j_username=hdiadmin&j_password=hdiadmin
  3. If you login through any organization using following credentials:
  4. Organization Name = Helical
    User Name = admin
    Password = adminuser
    

    By passing above credentials in the URL, then access URL should be as shown below:

    http://192.168.2.9:8085/hi-ee/hi.html?dir=HelicalDemo&file=HelicalDemoFile.efw&j_organization=Helical&j_username=admin&j_password=adminuser

    Parameters and their explanation that are used in the above URL:

    1. http://192.168.2.9:8085/hi-ee/hi.html – It is baseURL of the application.
    2. dir=HelicalDemo –  dir is the directory of the report. In this case directory name is HelicalDemo.
    3. file=HelicalDemoFile.efw – file parameter holds file name along with its extension (file extension. Example: .efw). In this case, file name is HelicalDemoFile.efw
    4. j_organization=Helical – j_organization parameter holds organization name. In this case, organization name is Helical
    5. j_username=admin – j_username parameter holds username. In this case username is admin
    6. j_password=adminuser – j_password parameter holds password. In this case, the password is adminuser.

    Note:

    In this post, for accessing report (s) through URL, along with the directory and file name, username (j_username) and password (j_password) of the application are also visible to the user since it is being passed as plain text. In order to make it more secure you can read the below blog which covers, in detail, steps to encrypt:

    Encrypted Authentication

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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.
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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.
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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.
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