Generate an Embeddable Dashboard or Report HTML Snippet

This applies to: Visual Data Discovery

You can generate an embeddable HTML snippet for a dashboard or report using the UI.

For even more control, use JavaScript to embed the dashboard or report. See Embed Symphony Components Using JavaScript and Trusted Access.

Generate an embeddable HTML snippet for a dashboard or report

1. Log into the UI as an administrator or as a user assigned to a group with the Generate Embed Code privilege.

2. Select Library on the UI menu. The library opens, displaying dashboards or reports in a table (list) format.

3. Locate the dashboard or report in the library list for which you want to generate an embeddable snippet.

4. Select in the associated Actions column. The Embed Code dialog appears.

   

   The Code section of this dialog shows the embeddable snippet. If you do not need to change any of the default settings on this page, simply select Copy to Clipboard and you can skip the rest of these steps and embed the copied snippet in your application.

   If, however, you want to alter the default settings on this dialog, continue with the rest of these steps. Note as you change settings that the embeddable snippet is updated automatically. All settings are optional.

5. The default width setting (100%) is shown in the Width box. Click in the box and enter the width value you want in CSS units. For example, 800px, 75%, 500em and 80vw are all valid settings.

6. The default height setting (100%) is shown in the Height box. Click in the box and enter the height value you want in CSS units. For example, 800px, 75%, 500em and 80vh are all valid settings.

7. Select a mode in the Mode box. The mode setting determines the way in which your users will be able to work with the embedded dashboard or report. If you do not want the user in your application to change anything and only be able to view the dashboard or report, select Read Only. If you want your users to be able to make changes to the dashboard, select Interactive. The default is Interactive.

   When the mode is Read Only, the dashboard or report cannot be changed.

   Note: The level of interactivity a user has with an embedded dashboard or report is determined by the interactivity settings of each visual in the dashboard. See Control How Users Interact With a Visual.

8. Select a theme in the Theme box. By default, three possible themes are available: Logi-Composer, Logi-Modern, and Logi-Dark. However, if you add your own themes to the application, more options are available in this list. The default is Logi-Composer, which is the same as the Logi-Modern theme. For information on adding your own UI themes, see Manage UI Themes.

9. When all the optional settings are specified as you need, select Copy to Clipboard to copy the embeddable dashboard or report snippet to the clipboard. You can then paste the embeddable HTML snippet into your application code.

10. Close the Embed Code dialog by selecting the x in the upper right corner of the dialog.

11. If you want to specify additional properties for your embedded dashboard or report, use Javascript. The supported properties are described in Embedded Dashboard Properties and Objects.