Primary views (type: chart) → PDF

I'm not good at English, so sorry if the text is difficult to understand.

If possible,

I'd like to implement a function on the Primary Views (type: chart) page,

that  when you click on a button, converts the chart to a PDF.

Is there any way to do this?

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Please take a look at the steps

1. Please create a users' table called say AppUsers. It should have one row per user with users' emails and a column of type number with a name say [Print Chart] with initial value of 0

2. Please create a slice called say "UserAppSettings" on AppUsers table with a filter expression such as[Email]=USEREMAIL()

3. Create a reference position detail view called say "Print PDF" based on "UserAppSettings" slice. The detail view can have only one column such as user name or user email.

4. Create a dashboard view based on Chart View and Print PDF view.

5. Create an action called say "Print Chart" of type "Data: set values of some columns in this row"  on the Users' table on the  [Print Chart] column with an expression of [Print Chart]+1. Prominence of this action "Overlay".  Also enable actions in dashboard view in UX --> Options --> Dashboard setting

6. Create a data change BOT on the "UserAppSettings" slice with a condition 

[_THISROW_BEFORE].[Print Chart]<>[_THISROW_BEFORE].[Print Chart]

7. In the PDF template, include an expression 

<<SNAPSHOT(LINKTOVIEW("Finance Chart"))>> 

where 'Finance Chart" is the name of the chart view.

The setup looks something like below ( created on a test app) 

Dashboard view : which has detail view with the action button on the left and chart view on the right.

Suvrutt_Gurjar_0-1662448432675.png

When the user taps on the action item the chart PDF looks like below.

Suvrutt_Gurjar_1-1662448532447.png

 

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5 REPLIES 5

Yes that is possible. But it may require a somewhat elaborate set up such as having a users' table.

We can describe those steps if you are willing to include that workaround. 

Thank you for your prompt response.

Please let me know the detailed produce.

Please take a look at the steps

1. Please create a users' table called say AppUsers. It should have one row per user with users' emails and a column of type number with a name say [Print Chart] with initial value of 0

2. Please create a slice called say "UserAppSettings" on AppUsers table with a filter expression such as[Email]=USEREMAIL()

3. Create a reference position detail view called say "Print PDF" based on "UserAppSettings" slice. The detail view can have only one column such as user name or user email.

4. Create a dashboard view based on Chart View and Print PDF view.

5. Create an action called say "Print Chart" of type "Data: set values of some columns in this row"  on the Users' table on the  [Print Chart] column with an expression of [Print Chart]+1. Prominence of this action "Overlay".  Also enable actions in dashboard view in UX --> Options --> Dashboard setting

6. Create a data change BOT on the "UserAppSettings" slice with a condition 

[_THISROW_BEFORE].[Print Chart]<>[_THISROW_BEFORE].[Print Chart]

7. In the PDF template, include an expression 

<<SNAPSHOT(LINKTOVIEW("Finance Chart"))>> 

where 'Finance Chart" is the name of the chart view.

The setup looks something like below ( created on a test app) 

Dashboard view : which has detail view with the action button on the left and chart view on the right.

Suvrutt_Gurjar_0-1662448432675.png

When the user taps on the action item the chart PDF looks like below.

Suvrutt_Gurjar_1-1662448532447.png

 

Thank you so much for your very thorough answer!
I will try to follow this one.
If I have any more questions, please let me know.

Hello,
i try your steps  and it not work with me can you help ? 
and this picture for what i did it @Suvrutt_Gurjar 

1.PNG2.PNG3.PNG4.PNG5.PNG6.PNG7.PNG

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