Create dashboard instances

Available since 2021 Update 10

This workflow sample demonstrates how to create an instance of a dashboard in memory on the intelligence server. The dashboard is based on a set of reports, dashboards, and cubes.

tip

You can try this API with REST API Playground.

Learn more about Strategy REST API Playground here.

info

Obtain the authorization token needed to execute the request using POST /api/auth/login.

POST /api/dossiers/instances

Creates a new instances for dashboards. It is similar to POST /api/dossiers/{dossierId}/instances but it does not require a dashboard ID. Instead, it uses the DashboardCreationInfo object in the request body to create a new dashboard instance.

Request URL

POST /api/dossiers/instances

Request Headers

Name	Type	Description
X-MSTR-AuthToken	Header	Authorization token generated by POST /api/auth/login
X-MSTR-ProjectID	Header	Project ID generated by GET /api/projects
Prefer	Header	Allow client to set preferences

Sample Request Body

The request body should contain the information for creating a new dashboard instance. Here's a sample using the DashboardCreationInfo schema:

{
  "objects": [
    {
      "type": 3,
      "id": "E697E885F6426C1F0B794593D648AFC0"
    }
  ],
  "persistReportViewState": false,
  "createForReportEditor": true,
  "linkingInfo": {
    "sourceInstanceId": "126620F76340F6A688ECEEB65033F625",
    "promptsAnswers": "<hl mid=\"126620F76340F6A688ECEEB65033F625\" srct=\"3\" aopam=\"2\"><prms><prm id=\"D4F70D5ABA4F596ACE2844BAF90432D5\" am=\"4\" pt=\"2\" orid=\"8D679D3711D3E4981000E787EC6DE8A4\" ortp=\"12\"></prm></prms></hl>",
    "selectorMode": 2,
    "targetPageKey": "K53",
    "vizSelection": "{\"sels\":[],\"isBranch\":false}",
    "passFilter": 1,
    "passInCanvasSelection": false
  }
}

Please refer to the DashboardCreationInfo and LinkingInfo schemas for the detailed properties and descriptions.

Sample Curl Request

curl -X 'POST' 'http://demo.microstrategy.com/MicroStrategyLibrary/api/dossiers/instances' \
-H 'accept: application/json' \
-H 'X-MSTR-AuthToken: h979btnpbep63peg8ind69ot79' \
-H 'X-MSTR-ProjectID: B7CA92F04B9FAE8D941C3E9B7E0CD754' \
-H 'Content-Type: application/json' \
-d '{
  "objects":[{"type": 3,"id": "E697E885F6426C1F0B794593D648AFC0"}],
  "persistReportViewState": false,
  "createForReportEditor": true,
  "linkingInfo": {
    "sourceInstanceId": "126620F76340F6A688ECEEB65033F625",
    "promptsAnswers": "<hl mid=\"126620F76340F6A688ECEEB65033F625\" srct=\"3\" aopam=\"2\"><prms><prm id=\"D4F70D5ABA4F596ACE2844BAF90432D5\" am=\"4\" pt=\"2\" orid=\"8D679D3711D3E4981000E787EC6DE8A4\" ortp=\"12\"></prm></prms></hl>",
    "selectorMode": 2,
    "targetPageKey": "K53",
    "vizSelection": "{\"sels\":[],\"isBranch\":false}",
    "passFilter": 1,
    "passInCanvasSelection": false
  }
}'

Sample Response

If successful, this API call returns a 201 Created status code and the dashboard instance object in the response body. The response body follows the DocumentInstance schema:

{
  "id": "00000000000000000000000000000000",
  "status": 1,
  "mid": "BB4335B5594A5E2AA38CD99100A676C6"
}

HTTP Status Codes

Status Code	Description
201	Created (See [Location])
500	Internal Server Error
401	Unauthorized
400	Bad Request