This section details various data dashboard integrations.
Power BI Integration
Prerequisites
Power BI report
Credentials to log in to the Power BI account
URL of the report
Application ID
To obtain the dashboard URL from the Power BI Desktop version, follow these steps.
In the prompt that appears, select the shared workspace.
Note: Do not select the My Workspace option.
A success notification appears, indicating that the dashboard is published.
Open the web version of the Power BI in your web browser and navigate to the shared workspace.
Click on Open > File Name. The published dashboard appears. Sign in with PowerBI credentials (if prompted) and copy the URL. The URL contains the Group ID and Report ID.
This URL is used by the Trends application to integrate the dashboard.
To obtain the dashboard URL from the Power BI Embedded version, follow these steps.
Navigate to the workplace.
Note this workplace should not be My Workplace.
Either create a new report or upload it to the workspace.
Copy the report URL. The URL contains the Group ID and Report ID.
This URL is used by the Trends application to integrate the dashboard.
Integrate a Power BI Dashboard
Source Settings Tab
Enter the Name and Description.
Select the Source Type as Power BI.
Choose a Thumbnail.
Enter the Account Email and Password.
Enter the Client ID, also referred to as Application ID, in the Power BI application.
Please note that this ID is generated when the admin creates the embedding environment in the Power BI application. The steps to obtain this vary based on the solution being set up. Please contact your admin for more details.
Enter the Report URL.
It is the URL of the report published in the public workspace.
Select the Framerate.
Advanced Tab
Provide the Resolution.
It is the resolution of the destination at which the source will be streamed.
Choose the scaling option.
Scale to Fit
The source is scaled so that the border of the image and the entire image are visible inside the display. This most often results in black bands above and below the image.
Stretch Full Screen
The source is scaled so that the entire image is visible on the display. This means the video's aspect ratio is stretched horizontally and vertically to match the display's aspect ratio.
Zoom Full Screen
The source is scaled so that some image is outside the display (cropped). This eliminates the black banding on the display, but it means that either the horizontal or vertical outside edges of the video will not be visible to the user.
Enable the Sharable option.
When the source is used for streaming content, and the Sharable option is enabled, the server generates one source instance and shares it across applications. For example, if you create 2 sources with the same parameters and map the sources to the canvas or mapping group, the server only creates 1 running instance of the sources. This helps in resource utilization.
Permissions Tab
Select the Apps to share the source with.
Select or Create a Tag for easy access to the Source.
To create a Tag, click on the Tag drop-down menu. A cursor appears. Enter the name of the Tag and press the Enter key. The Tag gets created. Tags help sort the source when there are multiple sources.
Enable User Permissions for the source.
These user permissions are set using the Clearance Level feature. Use the Page navigation feature to view other permissions.
Note that the application does not validate the Power BI account credentials. If the dashboard is not displayed, please check the credentials and try again.
Refer to the Power BI documentation for more information regarding Power BI solutions, Capacities, SKUs, etc.
Tableau Integration
Tableau can be integrated with the Userful Infinity Platform using four options:
Tableau Personal Access Token
It is only for Tableau Site Admins (creator or explorer). Admin must know the Personal Access Token (PAT) token and Personal Access Token (PAT) secret to create a Tableau source.
To obtain PAT details, navigate to Users> Settings> Personal Access Tokens.
Tableau Password
It is for Tableau Site Admins only. If the Tableau deployment has not enforced Multi-Factor Authentication, then the Tableau password can be used as an alternative to PAT for authenticating an embedded visualization.
Tableau Public
Users with public access can explore, create, and publicly share data visualizations online. You only require the dashboard URL to be published using Tableau Public.
Connected App
Non-admin users can request and use the Connected App details while creating a Tableau source.
To obtain the Connected App details-
Navigate to Settings > Connected Apps > New Connected App > Direct Trust. The Create Connected App modal appears. Click on the Create option. Enable the Connected App and click on the Generate New Sector option. Copy Client ID, Secret ID, and Secret Value.
Integrate a Tableau Dashboard
Source Settings Tab
Enter Details
Enter the Name and Description.
Select Tableau as the Source Type.
Choose a thumbnail image.
Enter the Visualization URL.
Select the Authentication Type.
Specify the Framerate.
It is the frames per second the visualization is captured at.
Advanced Tab
Provide the Resolution.
It is the resolution of the destination at which the source will be streamed.
Choose the scaling option.
Scale to Fit
The source is scaled so that the border of the image and the entire image are visible inside the display. This most often results in black bands above and below the image.
Stretch Full Screen
The source is scaled so that the entire image is visible on the display. This means the video's aspect ratio is stretched horizontally and vertically to match the display's aspect ratio.
Zoom Full Screen
The source is scaled so that some image is outside the display (cropped). This eliminates the black banding on the display, but it means that either the horizontal or vertical outside edges of the video will not be visible to the user.
Enable the Sharable option.
When the source is used for streaming content, and the Sharable option is enabled, the server generates one source instance and shares it across applications. For example, if you create 2 sources with the same parameters and map the sources to the canvas or mapping group, the server only creates 1 running instance of the sources. This helps in resource utilization.
Permissions Tab
Select the Apps to share the source with.
Select or Create a Tag for easy access to the Source.
To create a Tag, click on the Tag drop-down menu. A cursor appears. Enter the name of the Tag and press the Enter key. The Tag gets created. Tags help sort the source when there are multiple sources.
Enable User Permissions for the source.
These user permissions are set using the Clearance Level feature. Use the Page navigation feature to view other permissions.
The source appears in the Sources Panel.
Map this source to any Mapping Group or Multi Window and stream to a destination.
Web Dashboard Integration
Enter details
Enter the Name and Description.
For example, Sales Revenue Dashboard. The dashboard displays metrics like sales-to-date, sales-by-region, lead conversion rate, sales growth, etc.
Select Web Browser as the Source Type from the drop-down menu.
Select a Thumbnail.
Select the browser from the drop-down menu.
Enter the Refresh Interval.
It is the value after which the system refreshes the source for new updates.
Select the Framerate.
Enable the Show mouse pointer option.
If this option is enabled, the cursor will remain on the screen while the content is streaming.
Select Retain to restore session details and data; select Discard otherwise.
Advanced Tab
Enter the Resolution.
It is the resolution of the destination the content is streamed at.
Select the Scaling ratio.
Scale to Fit
The source is scaled so that the border of the image and the entire image are visible inside the display. This most often results in black bands above and below the image.
Stretch Full Screen
The source is scaled so that the entire image is visible on display. This means the video's aspect ratio is stretched horizontally and vertically to match the display's aspect ratio.
Zoom Full Screen
The source is scaled so that some image is outside the display (cropped). This eliminates the black banding on the display, but it means that either the horizontal or vertical outside edges of the video will not be visible to the user.
Enable the Sharable Option
When the source is used for streaming content, and the Sharable option is enabled, the server generates one source instance and shares it across applications. For example, if you create 2 sources with the same parameters and map the sources to the canvas/ mapping group, the server only creates 1 running instance of the sources. This helps in resource utilization.
Permissions Tab
Select the Apps to share the source with.
Select or Create a Tag for easy access to the Source.
To create a Tag, click on the Tag drop-down menu. A cursor appears. Enter the name of the Tag and press the Enter key. The Tag gets created. Tags help sort the source when there are multiple sources.
Enable User Permissions for the source.
These user permissions are set using the Clearance Level feature. Use the Page navigation feature to view other permissions.
Drag and drop the source to the source card of the mapping group.
Switch to the Destinations panel. Drag and drop the destination to the destination card of the mapping group.
To view the dashboard using an Interactive viewer, click on the three-dot menu > Interactive Viewer.
If the dashboard requires authorized access, log in by providing the login credentials. A Desktop Streamer (VNC) session opens in a new tab.
Note: If the Retain option is enabled, the platform will save the details of this session (step 8). When you unmap a source from a mapping group, the session persistence is disabled automatically, and the Interactive Viewer no longer has access to the dashboard.
Map Web Dashboard to a Multi Window
Enter details
Enter the Name and Description.
For example, Income and Expense Highlights. Clubbing aggregated metrics for marketing and sales departments to review growth and evaluate opportunities.
Provide the Latency.
An ideal latency value helps in the smooth streaming of content.
Enter the Resolution.
The resolution value should ideally be the resolution of the destination. This value overrides the resolution of the source.
Select the Behaviour
Always Active
When creating a mapping group with this behavior, the server starts processes and allocates resources to the mapping group as soon as the mapping group is created. This makes the streams readily available but also consumes system resources.
Active When Destinations are Assigned
When creating a mapping group with this behavior, the server starts processes and allocates resources when a destination is assigned to the mapping group.
Enter the Frame Rate Limit.
Select the GPU.
The platform populates this field automatically.
Return to the Mapping Groups Screen and map the destination to the Multi Window.
The destination starts streaming the web browser source.
In case the dashboard requires authentication, click on the three-dot menu > Interactive Viewer option. The content of the source appears in a new window. Enter the login credentials to authenticate your session.
