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Embed the dashboard in view mode

A dashboard can be embedded in the view mode in any application using URL. In the view, users can interact with the dashboard by filtering data, adding comments, and saving the filter views.

Steps to embed dashboard using URL

  1. To get the embed URL, click the Share icon of the respective dashboard.
    DashboardShare

  2. Click the Get Embed Code link in the share dialog box.
    EmbedCodeOption

  3. By Default, Dashboard Comments, Widget Comments, Saved Views, and Export options are disabled. You can enable this option by sliding the button given in embed dialog.
    EnableOption

    Dashboard Comments Dashboard comment panel would be shown in embedded view if enabled this parameter.
    Widget Comments Widget comment panel would be shown in embedded view if enabled this parameter.
    Saved Views Dashboard views panel would be shown in embedded view if enabled this parameter.
    Export Dashboard/Widget exporting options would be shown in embedded view if enabled this parameter.
  4. Copy the embed URL by clicking the copy icon from the Embed Code dialog.
    CopyEmbedCode

  5. Embed the copied URL into other web application.

  6. Run the web application, it will show the login window or dashboard based on the type of the dashboard. Click the login button and login with valid user credentials and the dashboard will render automatically.
    EmbedLogin
    EmbedViewDashboard

Public embedding

If you want to embed the dashboard without user authentication, then make the dashboard public and then embed it. The public dashboard will be rendered automatically without credentials. You cannot enable the comments panel for public dashboard embedding.

NOTE: Embedding the public dashboard will not work when public dashboard setting is disabled. Learn more about the dashboard settings here.

Private embedding

Private dashboards can be embedded, which are accessible to users in the Bold BI, who has the read permission, and these dashboards would be requested to login to Bold BI server before rendering. So embedded dashboard will show the login page whenever private dashboards are embedded and the user is not authenticated yet.

NOTE: By default, dashboard access mode will be set to private until it is changed to the public by the owner of the dashboard.

Advanced security

Using the dashboard security option, you can control which websites, IP addresses, and applications can embed the dashboard. Learn more about dashboard security here.

NOTE: Learn more details about embedding dashboard sample here.

Embedding dashboard with filter parameter

You can pass parameters to a dashboard by including them in a dashboard URL in embedding. Passing parameter values within URL will apply filter in the dashboard on initial load itself. You can learn more details here.

Dynamic connection string for dashboard embedding

The Dynamic Connection String feature enables you to modify the connection string of the data sources in dashboard view mode. This feature is applicable only to the dashboards embedded using the Dashboard Embedding feature. Dashboards in the Bold BI application will be rendered using the connection string used while creating the data source. Learn more details here.