How to change the image in a report dynamically. Is this possible?

Adhoc
#1

Hi Team,

How to change the image or logo in a report dynamically based on logged in user?

#2

Hello Patrick,

Yes, you can change image or logo in a report dynamically based on logged in users. Please follow the below steps:

  1. Login into Helical Insight application with default credentials, i.e. “hiadmin” and “hiadmin”.
    Note : “hiadmin” user doesn’t belongs to any organization.
  2. Once logged in create new organization/user into Helical Insight application.
    Note : Keep the names of user/organization which you are creating in Helical Insight exactly same as of name present in your database on which you want to apply security (filtering condition).
  3. Make database connection into Helical Insight by providing appropriate connection details
  4. Create metadata on top of database connection which you have created
  5. Define aliasing, joining (if any) while creating metadata
  6. Go to security tab of Metadata and define condition on which you want to restrict/allow access of data
    Refer this blog in order to understand how to apply metadata security :http://www.helicalinsight.com/metadata-security/apply-metadata-security-condition/
  7. After applying metadata security, save the metadata with appropriate name
  8. Go to “Reports” section of Helical Insight application
  9. Drag and drop database column which contains image URLs
  10. Generate report, you will able to see all URLs in normal tabular format
  11. Go to settings tab of Reports and apply limit of 1
  12. Now again generate report. Now you will able to see only one image URL.
  13. Now Click on “More” of the selected column (Image URL column)
  14. Go to the “Advanced” mode.
  15. Select “concat” function by double clicking on it.
  16. After doing the above step, drag and drop “concat” function in to the text box.
  17. Now we have 3 text boxes available.
  18. In the first text box provide ‘<img src="’
  19. In the second text box drag and drop the column which contains the image URLs from list of “Available Columns”.
  20. In the last text box provide ‘" height=“40” width=“40”>’ (Note : You can vary the height and width based on your requirement.)
    Now click on the “Save” button and generate the report.
  21. You will able to see actual image (Logo) in tabular format
  22. Now click on Card Widget visualization from all available Visualizations
  23. Save this report with appropriate name
  24. Share database, report and metadata with newly created user/organization
  25. Now log out from “hiadmin” user
  26. Log in with user/organization which you have created
  27. Go to “File Browser” and open the report which you have created and shared from “hiadmin” user.
  28. Note : Since you have applied metadata security on user/organization level. Now loggedin user will only able to see logo/image corresponding to there mapping in database