Distribution via File Mapping

File mapping is used to dynamically distribute publications to an existing list of roles, users, or emails. The distribution list contains the list of recipients, and the slice elements that they will be assigned to. The list is imported, and the publication distributed to each recipient according to the specified slicer element. This article reviews the process of configuring file mapping for both bulletin board and email distribution, and how to format and upload a distribution list.

To learn about configuring dynamic distribution based on user security, see Data Mapping.

File Mapping for Bulletin Board Distribution

Select this option to distribute to an imported list of roles or users using the Bulletin Board in Pyramid.

From the Schedule panel, select Distribution and then the Bulletin Board tab:

  1. From the Content Access options:
    1. Select Use Dynamic List.
    2. Choose whether to distribute using Roles or Users.
  2. From the Slicer drop-down, select the relevant slicer.

    3. If your report contains multiple slicers, choose the slicer that should be used to lookup the distribution list. This is the slicer whose elements appear in the distribution list that will be imported.

  3. Under Mapping Method, choose File Mapping.
  4. Under Map By:
    1. Choose either Unique Name or Caption. Captions are the slice names, such as Bikes or Accessories. Unique Names are the members described using PQL syntax, such as [Products].[ProductCategory].[Bikes].
    2. Import a Distribution List in comma-delimited text format (see below for details). Click the Folder icon next to the drop-down to find and import the distribution list from its file location.

File Mapping for Email Distribution

Select this option to distribute to an imported list of email addresses.

From the Schedule panel, select Distribution and then the Email tab:

  1. From the Email Address Source drop-down, select Dynamic Email List.
  2. From the Slicer drop-down, select the relevant slicer.

    3. If your report contains multiple slicers, choose the slicer that should be used to lookup the distribution list. This is the slicer whose elements appear in the distribution list that will be imported.

  3. Under Mapping Method, choose File Mapping.
  4. Under Map By, create the mapping:
    1. Choose either Unique Name or Caption. Captions are the slice names, such as Bikes or Accessories. Unique Names are the members described using PQL syntax, such as [Products].[ProductCategory].[Bikes].
    2. Import a Distribution List in comma-delimited text format (see below for details). Click the Folder icon next to the drop-down to find and import the distribution list from its file location.
  5. Configure your email template.
  6. Select the Attach content checkbox if the publication should be attached to the email. This option is only available with the Extended Report Bursting license.

    7. If you don't want to attach the content to the email, you can clear this checkbox.

Shortcuts

Use the shortcuts (green highlight above) to add the required element to the subject line or message. For example, if you want to add a link to the presentation to your email add the Link to Content shortcut [L] to your email template. When the recipient of the email clicks the link, the presentation will be downloaded.

Upload a Distribution List

The Distribution List may be a .txt, .csv, or .tsv file. It should conform to the formatting displayed in the image below:

Important: The first row must contain the column headers - the list of names and emails starts from the second row.

  1. Column 1: The slicer elements.
    1. Row 1: The header row indicates the format of the slicer selection name. This can be one of Caption or Unique Name (matching the selection from the Map By drop-down).
    2. All other rows: The names of the matching elements that are used in the slicer. These values are either the caption or the unique name that you are mapping. Values are case sensitive.
  2. Column 2: The matching email addresses or roles that are used as targets for the given slice value. Multiple emails can be included in the same column, separated by semi-colon.
    • Row 1: The header row indicates the distribution type. This can be one of Email or Role.
    • All other rows: The email or role values. Note: Dynamic distribution to the bulletin board supports importing a list of roles.

This is the format that must be used, regardless of the number of slicers in the publication. If your publication contains multiple slicers, the distribution list should still contain only a single elements column, with elements from a single slicer only. The corresponding slicer should be selected from the Distribution window.