Spotfire email automation and filter - email

I'm trying to email the same report visualizations to over a dozen managers, but want the visualizations to get filtered by a single manager before being emailed to that individual. How can I create a job script to do this? I haven't scripted or created automation jobs in Spotfire and am unsure where the entry point for this would be.

You can use this link : How to Use Automation Services. The easiest is to use the automation service builder and when opening a file use the Configuration Block to effect the filtering.

Related

Best way to automate Azure / Exchange Online tasks

In our company we automated certain things for our customers:
Reporting, (counting Azure AD accounts, systems, mailboxes);
Create user (setting all permissions);
Create mailboxes;
managing tickets in ITSM;
Delete user .
We did use a lot of Powershell scripts and Azure Devops to automate these tasks. Now with the deprecation of basic authentication, we had to change our scripts and the way of authentication to all of our customers' Exchange Online. This made us think, is there a better way to set this up not to have these problems? We are already working with configfiles, modules, classes in our scripts.
What would be the best way to automate these tasks and not have the rework when Microsoft changes the authentication method?
Another question what would be a way to automate these tasks in low code?
The situation is that we make connection with the Azure Platform from our customers.
If you already work with modules and classes you should probably write a single "authentication" module/class that is then used in all of the subsequent scripts. If and when MS change the authentication method again - one only needs to change this one class that is called by every other script.
In terms of "low code" - it depends on what these tasks are doing.. but, one is able to use the Power Platform Office365 Connector and from there it is possible to query AAD. There is also the GraphAPI.
It really depends on your use case but the following link may be of some assistance with the "low code" question:
https://powerusers.microsoft.com/t5/Building-Power-Apps/Query-Active-Directory/td-p/724376

Is there any way to create an online form to create tasks to planner?

I'm new to microsoft planner 365 and I think it's a great tool.
I do not want users to access my plan (board). Is there any way I can create an online form that can be shared to other users to allow them to submit requests and it adds tasks directly to a bucket category?
(Except using Power Automate?
using forms and Power Automate this can be setup in less than 5 minutes using the below template that is provided.
if you have reasons for not taking the simple approach, then of course you can build the same using a mirad of other tools and technologies.
As a final step then create the Task Using the Graph API

How to report on changes on daily basis between sprint back log for changes in estimation or new work addedd

We are using VSTS Only and i am trying to figure out how can i report on changes made to Efforts in sprint backlog on daily basis. Burn down chart gives good insight but i want to get into what was changed. Also, i want to know what were if any new items added during the sprint(could be Bug etc).
I am managing fairly(18) large teams that are distributed across continents.
Also for reporting purpose since VSTS is not rolling up the totals from Tasks to Feature & Epic trying to find out what options do I have so that it is automated calculations?
You can use query to make daily report of effort, remaining work etc for the all backlog items or a certain sprint. Also you can send the query result as an email.
But for the daily changes, you need to manually compare with the day before.
I have used a spreadsheet connected to team services to load in the data. I then refresh the spreadsheet and analyze the data using pivot tables. For each period of time i want to save a manually I copy the data from the pivot tables for my comparisons. This is not a very clean solution but i have used it and it works.
Something I have not look into at any depth yet is PowerBI connected to team services. This looks like the data warehouse solution for Team Services. It looks promising. Please see - https://www.visualstudio.com/en-us/docs/report/powerbi/connect-vso-pbi-vs
You can refer to these steps to achieve your requirement:
Build a web app (e.g. Web API) to do with web hook data and store into your database
Create Web hooks for Work item created and update of required team projects to send the request to your web app
Add logical to build and send report to team members in your web app

Password Protect SSRS reports

We have several reports delivered via email in PDF and Excel formats. I am looking for ways to password protect these items, either natively via SSRS or using a process outside of SSRS.
If you cannot use the built-in authentication provided by reporting services, you have one other option. First things first though, you cannot use the "E-mail" based subscription and interfere that process to encrypt a pdf file. The only way to do this is to use the file share delivery method.
Deliver the report to a network folder and then use adobe's web service api to protect the pdf as outlined here: http://livedocs.adobe.com/livecycle/es/sdkHelp/programmer/sdkHelp/wwhelp/wwhimpl/common/html/wwhelp.htm?context=sdkHelp&file=quickStarts_Encryption.8.3.html
Once you do that you would have to write an app that takes the pdf and attaches it to an e-mail. (this part isn't too difficult).

Looking for an email/report templating engine with database backend - for end-users

We have a number of customers that we have to send monthly invoices too. Right now, I'm managing a codebase that does SQL queries against our customer database and billing database and places that data into emails - and sends it.
I grow weary of maintaining this every time we want to include a new promotion or change our customer service phone numbers. So, I'm looking for a replacement to move more of this into the hands of those requesting the changes.
In my ideal world, I need :
A WYSIWYG (man, does anyone even say that anymore?) email editor that generates templates based upon the output from a Database Query.
The ability to drag and drop various fields from the database query into the email template.
Display of sample email results with the database query.
Web application, preferably not requiring IIS.
Involve as little code as possible for the end-user, but allow basic functionality (i.e. arrays/for loops)
Either comes with it's own email delivery engine, or writes output in a way that I can easily write a Python script to deliver the email.
Support for generic Database Connectors. (I need MSSQL and MySQL)
F/OSS
So ... can anyone suggest a project like this, or some tools that'd be useful for rolling my own?
(My current alternative idea is using something like ERB or Tenjin, having them write the code, but not having live-preview for the editor would suck...)
I think your looking for a reporting tool which is also capable of sending email. Sending a generared report in html or pdf shouldn't be to hard to do as well.
I've used JasperReports in the past for which I think it should fit your needs.
Another good solution is the pentaho reporting tool
You could easily write something on your own.. give them a basic edit control and allow them to use psuedo variables like {customername} {anothercustomerattribute} within the mail body.
On submit either send directly or save as template.
When the template is sent away the script automatically parses stuff like {customername} into the real customers name from the database.
Your own very very simple custom scriptlanguage :)
Everything else like loops and so on would be maintained on serverside. And if you want particular groups of customers to receive the letter, allow the enduser to select from selectboxes or whatever and do the rest on the serverside with pre-defined rules.