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Embedding and sharing interactive analytics
Embedding and sharing interactive analytics

Use Astrato Embeds to connect and share analytics from your published workbooks in other web-based applications.

Christophe Costantini avatar
Written by Christophe Costantini
Updated over a week ago

Introducing Astrato Embeds

The Embed feature in Astrato lets you take content from a published workbook and embed it in other web-based material. The content retains its interactivity and connection to the live source data meaning you have a single source of truth for your analytics wherever they’re used.

Share key live content from the business applications your team uses every day - CRM, HubSpot, Confluence, Qlik Enterprise (using Vizlib Live!), publicly on your website or in another SaaS product.

Please note: Actions are not supported within embedded objects, groups, or sheets.


How Astrato Embeds works

The Embed feature creates a link to the source content you select from a published workbook. You can use the Embed link within an HTML <iframe> tag (Inline Frame) on a destination web page - or you can use the link on its own to display the content in a web browser.

Please note: Although most web browsers support the <iframe> tag, not all web-based text editors do. Please check with your Astrato Administrator or the documentation of the destination application or platform where you want to embed content.

Enabling the Embed feature for External Links (Administrators only)

The first step to using the Embed feature for external links requires your Astrato Administrator to enable its use.

Embed Links option in the Administration settings in Astrato.

Figure 1: Embed Links option in the Administration settings in Astrato.

  1. From the Administration settings in Astrato, click View beside the Embed links or click here to get started

  2. Use the toggle switch to allow users to create Embed links visible externally.

The screenshot shows the switch that Administrators use to enable or disable external embed links.

Figure 2: Switch to enable or disable external embed links.

Adding the allowed domains for external Embed links destinations

Administrators manage the list of domains allowed to embed Astrato content. This ensures that the live data source access stays inside approved platforms and applications.

The error message: Domain not added. Please contact your administrator displays if you have not added the domain to your list of allowed sites.

Figure 3: List of allowed domains.

  1. On the Allow List tab, click the button (+) New Domain to enter the Domain URL of the site your users want to embed content from their published workbooks. This applies to domains restricted to users with permission to view the Workbook and any externally available domains.

  2. Click on the Items list tab to view all the items you’ve allowed.

  3. Click the three dots on the right to Edit or Delete the domain.

Enter the Domain URL and click Save.

Figure 4: Enter the Domain URL and click Save.

Adding subdomains

Replace the subdomain name with an (*) asterisk (as a wildcard). This allows all subdomains to be used as Embed link destinations within that domain.

Using the example in Figure 4, you'd enter * in the Domain URL field.

Creating Embed links

To create an Embed link, you must have one of the following roles: Creator, Workspace Owner, or Administrator.

Please note: There is no support for Actions within embedded objects, groups, or sheets.

Selecting the object to embed

View the object source options for an Astrato Embed link

Figure 5: Object source options for Astrato Embed links.

  1. From your published workbook, select the object.

  2. Right-click on the content from a published workbook that you want to embed.

  3. Select the type of object to embed from the list: single object, grouped objects, or whole sheet.

Selecting a single object as an Embed link

Please ensure the object you want to use as an Object embed link is not layered under other objects. You can paste the link in the browser to check you've selected what you want to use.

This ensures you can click on it easily from your published workbook to create the link to the object.

Selecting a group of objects as an Embed link

The parent object group is used as the source of your Embed link when you select the option to create a Group objects Embed link. The nested group of objects (child) of a parent object group can’t be selected for use as a group.

Setting Embed link view permissions

Selecting - Restricted views

All Creators can generate restricted Embed links within their domain and share the link with other Astrato users in their company. This function for Creators does not need to be enabled by Astrato Administrators.

Please note: Viewers of any content in Astrato must have permission to view the underlying data.

Selecting - External (anyone can view)

The option to select 'External' is only available to action if your Administrator has enabled the feature for External Embed links.

Please note: Restricted links are not displayed when viewed in a browser's Incognito mode.

Selecting view permissions for the Astrato Embed link

Figure 6: Select Embed link view permissions.

  1. Select the view permissions for the source content, either Restrict: only users with view permissions managed centrally with the Enterprise Authentication feature will see any embedded content or External. External allows anyone with the Embed link to view the content in a browser.

Selecting Copy Link or Copy Embed code

  1. Select Copy Link if you need the URL.

  2. Select Copy embed code if you need the code with the <iframe> tag included.

  3. Copy the URL and paste it into a browser to check your embed link works.

Selecting Copy Link or Copy Embed code

Figure 7: Select either the Copy Link or Copy embed code.

Tip: it is good practice to include a title attribute with an <iframe> as screen readers use it to read out the content inside the <iframe>.

Filtering embedded source data

You can apply a filter (as a parameter) to the view of the source data on an embedded sheet, thereby restricting the scope of the visible data.

Use this feature to produce contextual embeds, highlighting the data most relevant to where you've shared your embedded data.

  1. Click the tick box Include applied filter to customize the view of the source data.

  2. Click Create.

Click the option to Customize the view of the source data by applying a filter.

Figure 8: Astrato Embed filter source data

You can append a filter to a link by adding the filter query to your URL. The filters added to the link are structured as follows:

#queryFilter=Schema/Table/Field in ('value')"

So, for example:

#queryFilter=Sales/Territory/Country in ('United States')"

This filter query applies a filter on the United States in the Country field from the Territory table in the Sales schema.

Adding a Refresh parameter to your Embed link

At the end of your Embed link, add the code:

[Embed link]?refreshData=60 

In this example, the chart data refreshes every 60 seconds.

Managing Embed links

Viewing and Sorting Embed links

Administrators can see all Embed links; however, users with a Creator role can only see the Embed links they’ve made.

There are detailed sorting and searching options to help you manage your Embedded links.

Manage your Embed links

From the Items list tab, the options are:

  • Name (Embed link), with the icon showing the type of link (object, group, sheet)

  • Workbook name

  • Created by

  • Permission type (External or Restricted)

  • Item link

  • Embed code

The icon beside the link name is linked to the type of object the link is for:

The chart icon indicates the Embed link is for a single object.

Two squares inside a box indicate the Embed link is for a group.

The icon showing a chart with a layer indicates the Embed link is for the whole sheet.

Amending Embed link permissions

Users can change a link’s view permissions from Restricted to External or vice versa.

Modify an Embed link's permission

To modify an Embed link's permissions:

  1. Click the box beside the links you want to change.

  2. The 'modify embed link permission' dialogue displays. With the question, 'Who can view this?'

  3. Select the option you want, Restrict or External.

  4. Click Modify to amend permission or Cancel if you don't want to make the change.

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