Publish a cockpit (analyses) on InSite (new method, AFAS Online)
You want to automatically publish a cockpit every day. For this purpose, you use a routine that is automatically run every day (or with another regularity). The routine writes the required web pages. In InSite, you define a menu option that refers to these web pages. This way, authorised users can view the analysis using InSite.
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Description
Note:
If you are publishing analyses using the old method and you want to switch to the method described below, you must also read the description of the migration process.
For publishing the analyses you schedule a task using the Profit Task scheduler. You have this task performed, for example once every night. The task calls the analysis and publishes (writes) it as a cockpit (HTM file). In InSite, you add a menu item that refers to the published cockpit. When a user clicks on the menu item, the cockpit is displayed.
To be able to publish an analysis, it must contain the 'PublishAnalysis' routine (which is a function in the Excel macro editor). The sample code for this function is supplied with Profit.
Procedure
- Add and activate a page type for cockpits
- Macro and function for publishing an analysis as a web page
- Schedule a cockpit for publication on InSite
- Include an analysis in the InSite menu
- Migrate analyses to cockpit pages