Dynamic distribution lets you distribute publications to different users automatically based on the currently selected slicer value. This powerful feature allows you to set a schedule whereby the publication will be sent to a list of addresses. The addresses are derived from a distribution list or using the data-driven security specified in the data model. This allows you to ensure that each recipient receives only the information that is relevant to them.
For example, add a Country slicer to the publication, then set the email distribution to send publications according to the country. This way you can generate a separate copy of the report for each country and send each copy to the relevant recipient; send the USA report to the USA marketing team, while sending the EMEA report to the EMEA marketing team.
Rendered publications may be dynamically distributed to the internal Pyramid portal (Bulletin Board), by email, SMS and WhatsApp, or to Webhooks (Teams and Slack) - depending on configuration.
Note: Sending as an attachment is only available with the External Bursting License.
Configuring a Distribution List
There are two ways to configure a dynamic list:
- File mapping allows you to import an existing list of users or roles, or email addresses.
- Data mapping enables you to build a dynamic list from the model using the PQL editor.
Set Dynamic Distribution
Publications may be distributed to the bulletin board or via email using a static or dynamic list of either roles or users. Distribution to the bulletin board is a good way to share publications with colleagues who have access to Pyramid. Email distribution enables you to reach users who don't have access to Pyramid.
Note: When configuring a dynamic distribution, it's important to set the correct preferences in both the Selections and Distribution panels.
Slicer Selections
From the Selections section in the Schedule panel, choose Multi mode, then select the slicer elements that should be used when rendering the report and looking up the distribution list. If your publication contains multiple slicers, you can choose "slice combinations" that each copy of the report should be filtered and sent by:
- Click here for more information about Multi mode selections
Use Dynamic List
The Dynamic Email List option is shown in the Distribution panel if the publication contains a slicer:
Publications may be dynamically distributed through the Bulletin Board or by email. Distribution to the Bulletin Board is a good way to share publications with colleagues who have access to Pyramid. Email distribution enables you to reach users who don't have access to Pyramid.
From the Distribution section in the Schedule panel, select the dynamic list option to import a list of recipients, and dynamically distribute the publication to those recipients according to given slicer elements. The recipient list can be:
- A list of Users or Roles, where the distribution is to the Bulletin Board.
- A list of Email Addresses, where distribution is to Email.
The dynamic list may be a file that is imported or it can be retrieved from your data model (configured using the PQL Editor). You indicate which by selecting a Mapping source (purple arrow above).