Using the Salesforce Visokio Reports TabInstall this free service in any Salesforce Edition, including Group Edition |
The Omniscope web connector for Salesforce is a certified, AppExchange-listed free service [1] that can be installed by your Salesforce Administrator in any Edition of Salesforce, including Group Edition. Once installed, the new web connector tab provides your users with one-click downloads of pre-formatted, filterable, highly-visual, offline copies of Salesforce Reports and Data Objects/Tables. The downloaded files can be shared as presentations with anyone using the Omniscope free Viewer. Each file download contains all the data [2], configured as multi-tabbed visualisations and report.
| [1] Install from the AppExchange
If you are running the Professional, Enterprise or Unlimited Edition of Salesforce, and you are logged into an Administrator account, you can install the free web connector service just by clicking the [Get It Now] [1]button. If you are running Group Edition of Salesforce, you can still install the web connector manually following these instructions [4]. Once installed, the web connector tab appears at the right-most end of your opening tabs, usually with the label 'Visokio Reports'. Click on the tab At the top of the tab is a link for all users to install a free Omniscope 2.5 [5] Viewer, with free 30-day trial of Omniscope Professional authoring capabilities anyone can use to modify the default templates. | |
Select Report or Data Object/Table to download * not available when installed in Group Edition | ||
| Your data will open in your installed Omniscope | |
| If you like, customise templates and upload Use Omniscope Professional to customise template files for different purposes or user groups. All template .IOK files can be downloaded and interacted with using the free Viewer, dramatically reducing average cost-per-seat of your Business Intelligence and reporting solution for Salesforce. |
WARNING: due to limitations imposed by Salesforce, when installed in Group Edition accounts, the Omniscope web connector does not support upload of customised templates, and displays All Reports, rather than the custom "My Reports" tab by default.
Group Edition installs are not done using the [Get it Now] button on the AppExchange. they must be done manually following these instructions:
To begin, go to www.salesforce.com [9] and make sure to login to an account with a System Administrator profile
Click "Setup" at top of screen
In left side panel under "App Setup" click "Create" to expand menu
In expanded section under "Create" click "Tabs"
In the middle "Web Tabs" (not "Custom Object Tabs" above or "VisualForce Tabs" below) box, inside the Web Tabs header, click the grey "New" button centre
Step 1. Choose Tab Layout, choose "2 columns with Salesforce sidebar"
Click "Next"
Step 2. Define Content and display properties > Tab Content definition > "Tab Type" choose "URL" from drop-down list
Under Display Properties:
1. In "Tab Label" type "Visokio Reports" or whatever label you want to appear on the new tab
Leave "Tab Name" blank
2. "Tab style" click magnifier to open a list of icon/style choices
Choose any style, for example, a desk indicating desktop reports
3. Leave the Content Frame height set to '600'
leave splash page set to None
4. Fill in the Description field with something that reminds users what the application does, like:
"Delivers Omniscope files to desktop"
Click "Next"
Step 3. Enter the URL Details
In the big white box with the title "Button or Link URL" paste:
https://salesforce.visokio.com/index2.jsp?sid=={!User.Session_ID}&apiurl={!API.Partner_Server_URL_70}
(clear the space first, and make sure to delete any duplication of the initial letters 'http')
Leave the encoding setting Unicode (UTF-8)
Click "Next"
Step 4. Add to Custom Apps make sure ALL options are ticked
Click "Save"
Make sure your users have Omniscope installed. They can now click on the new Visokio Reports tab and choose a default template to download.
Using an activated Omniscope Professional, anyone can modify and save a downloaded file for use as a new template, then upload it (not available for Group Editions of Salesforce) back to the Salesforce Visokio Reports tab to serve as an additional template option for future downloads of that Report or Data Object/Table.
In addition, if at least one DataPlayer is configured in the file, and the file saved with a DataPlayer tab as the open tab, then the file can be designated as the template for the DataPlayer to be displayed online whenever users click on that template. Also, to save storage space in your Salesforce account, you can upload the template file empty of all data...the file will be populated with the latest data each time a user downloads it.
To upload a new template file, click on +Add Template from the All Reports or My Reports pages and the upload new template dialog will appear:
Choose file - opens a browse dialog that enables you to select the saved file that you want to upload.
Note: If you plan to use a DataPlayer configured in the file as an online displayable DataPlayer, you must save the file with the DataPlayer tab containing the preferred DataPlayer open.
Template name - choose a name that everyone will see on the tab...try to make clear who the template is internded for and avoid using spaces in the file name...like this: MyNewTemplateforSales.iok
Show as .IOK file - when ticked, this refreshable template file will be shown as a downloadable Omniscope option, which can be navigated in the free Viewer offline.
Show as DataPlayer - when ticked, this file will be displayed with the option of viewing the configured DataPlayer 'dashboard' online, just by clicking on the template icon. If you want this option to be available, you MUST save the file with the DataPlayer tab you want to display as the open tab.
Change default size of DataPlayer - DataPlayers can be sized in terms of pixel budgets for height and width. If you make larger DataPlayers, make sure you set the pixel budget associated with the DataPlayer in the file being uploades big enough to display it properly on the web tab, but not so big that user have to scroll sidebars to see and interact with it.
Upload template - your template should appear next to the Report or Data Object/Table it applies to. You cannot delete the default templates, but we welcome suggestions on how to improve the defaults to better serve your needs.
There are two default template files for every Salesforce Report and Data Object, each containing a tab with an exportable Omniscope DataPlayer interactive Flash 'dashboard'. The default DataPlayer template file contains the DataPlayer on the top tab. This DataPlayer configuration is used to generate the DataPlayer displayed online on the Visokio Reports tab in your Salesforce account. You can modify the default DataPlayer template file and upload a new version for automatic refresh and display if you have an activated Omniscope and a Salesforce Edition higher than Group Edition.
You can also use the Save/export menu options on the DataPlayer view toolbar of either template file to export DataPlayers to non-Salesforce web pages or offline documents, with full interactivity. For more detail see Exporting DataPlayers [10].
Links:
[1] http://sites.force.com/appexchange/apex/listingDetail?listingId=a0N300000016cdWEAQ
[2] http://kb.visokio.com/scaling-and-performance
[3] http://kb.visokio.com/files/Resources/OUGuide/134_Connectors/Salesforce/456_Installed_Web_Tab/456_SFAppExchangeListing_766x629.jpg
[4] http://kb.visokio.com/book/export/html/456#group
[5] http://kb.visokio.com/for-salesforce
[6] http://kb.visokio.com/files/Resources/OUGuide/134_Connectors/Salesforce/456_Installed_Web_Tab/456_SFMyReports_800x600.jpg
[7] http://kb.visokio.com/files/Resources/OUGuide/134_Connectors/Salesforce/456_Installed_Web_Tab/456_LeadsScreenshot_800x600.jpg
[8] http://kb.visokio.com/files/Resources/OUGuide/134_Connectors/Salesforce/456_Installed_Web_Tab/456_SFUploadTemplate_750x334.jpg
[9] http://www.salesforce.com
[10] http://kb.visokio.com/export-dataplayers