Introduction

This article details the steps to use the Astrato Embeds feature with published Workbooks.


Contents

  1. Astrato Embeds

  2. Enabling the Embed feature

  3. Creating Embed links |

    1. Selecting Embed link viewing permissions - Restricted views

    2. Selecting Embed link viewing permissions - Restrict and External

  4. Filtering embedded source data

  5. Managing Embed links |

    1. Viewing Embed links

    2. Amending Embed link permissions

    3. Selecting a group of objects to share as an Embed link ||


Astrato Embeds

The Embed feature in Astrato lets you take content from a published workbook and allows you to 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, or publicly on your website or in a SaaS product.

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.

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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.

There are no support for actions within embedded objects, groups or sheets

Enabling the Embed links feature

Figure 1: Embed Links feature

Figure 1: Embed Links feature

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

  2. Use the switch to allow users to create Embed links that are 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 access to the live data source stays inside approved platforms and applications. This needs to be completed if you receive the error message: "Domain not added. Please contact your administrator".

Figure 2: List of allowed domains

  1. On the Allow List, add the domain names of the web-based pages 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. To view all the domains you’ve allowed, click on the List of Links tab.

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Creating Embed links

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

Please note: There are 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 3: Object source options for Astrato Embed links

Please note: we support Snowflake and PostgreSQL as data sources.

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

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

Selecting Embed link viewing permissions - Restricted views

All Creators can generate restricted Embed links within their data, and share the link with other Astrato users in their company (that is, if they’re in the same domain).

This function for Creators does not need to be enabled by Astrato Administrators.

Selecting Embed link viewing permissions - Restrict and External

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 will not be displayed when using viewing it in incognito mode.

Selecting view permissions for the Astrato Embed link

Figure 4: 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.

  2. Copy the Embed link displayed; the <iframe> tag is included in the link, or paste just the Embed link into a browser to view the selected source content.

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

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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, this highlights the data that's most relevant to where you've embedded the data.

Click 'Include applied filter' to customize the view of the source data.

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

Figure 5: Astrato Embed filter source data

You can append a filter to a link by adding the filter query to you URL. The filters added to the link is structured as:

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

So for example:

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

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

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Managing Embed links

Viewing Embed links

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

Amending Embed link permissions

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

Selecting a group of objects to share as an Embed link

Only a parent group can be used as the source for a Group objects Embed link. Currently, a child of a parent group can’t be used as a source.

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