Altair® Panopticon

 

Create Task to Send an HTML Formatted Data via Email

Panopticon Real Time provides the functionality to create tasks to generate and email HTML-formatted table exported from a selected workbook and dashboards.

   IMPORTANT

Use with caution! When emailing HTML formatted data, the email message size runs the risk of becoming very large if the data used in the visualization is too large and/or complex. The data volume will not stop Panopticon Real Time from creating the message and the HTML-formatted data, but email servers may struggle to send and/or receive the message.

 

 

Steps:

1.     On the New Task pane, enter the Name of the task and click . Ensure the name is unique.

3.     Tap the Activated slider to turn it on.

4.     Select the Trigger. You can either select:

·         Period then enter the Interval (in seconds), or

·         CRON then enter the CRON Expression.

5.     Select the task Type: Email HTML Formatted Data.

Upon selecting Email HTML Formatted Data, 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.

·         Select the dashboards and parts to include in the HTML formatted data file by checking their corresponding boxes in the Dashboards & Parts drop-down list.

 

6.     You can also opt to 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

The following Date/Time range querying parameters are also supported in the Email Formatted Data 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.

 

 

7.     Enter the email address of the recipient in the To field.

8.     You can opt to enter the following:

·         the 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.

 

 

·         the content of the email in the Body box.

9.     Click .

Click  to go back to the Tasks pane. The new task is added in the list.