Webdashboard can be embedded in virtually any tool that supports embedding. In this article we will focus on Teams, PowerPoint and SharePoint.
To embed in the right way two things must be taken into consideration.
Type of Authentication
Webdashboard has its own accounts, we call them ‘local accounts’ and supports Identity Providers, we call them ‘external accounts’. Identity Providers currently implemented are Azure Entra ID and Google Workspace
Type of embedding
Most of the times the tool that supports embedding just wants an embed link (link Power Point), but some applications also want some extra information to tell how to embed, in the form of an IFrame (like SharePoint). Webdashboard supports both types.
Getting your embed links
Webdashboard can embed reports, dashboards and visuals. It even supports query filters. I won’t go into detail here but this will give you the instructions you need to get query filters to work:
Filter a report using query string parameters in the URL - Power BI | Microsoft Learn
Embed link of a report
- Enable the settings in the left menu
- Click the 3 dots behind the report
- Select embed.
Embed linkof a visual
- Open a report
- Click on the 3 dots at a visual
- Select embed
Both options will give you the same screen:
Your embed link is build dynamically, just check everything you need:
1 : Login hint: This will add your username to the url. It will automatically try to sign-in with that name.
2 : Identity provider : If the users that are using this report alway sign-in through an identiy provider (like Entra ID), signing in will go smoother if you already select your identity provider here.
3 : iFrame: When an application asks for HTML or an IFrame,
Examples
Power Point
Open a blank page in Power Power and click on 'Add-ins'. Search for 'Webdashboard' and add it to you slide.
Click Edit and paste an embed URL and click next.
Webdashboard has been succesfully embedded in Power Point.
Teams
You can embed Webdashboard any place you like. This exmaple shows you how you embed in a Teams channel.
Open Teams and a Teams channel. Click on the + icon.
Search for Website
The name the tab and add the embed URL like this:
Click save and the report is embedded in Teams.
We also have an Webdashboard app that integrates with Teams. This is only usefull when all your users are connected to an Azure EntraID. We where not allowed to implement our hybrid login structure in Teams. So we advise to use the website route.
SharePoint
SharePoint is a bit harder, because it will only allow you to add trusted URLs. See this example starts with how to trust app.webdashboard.com. When you have white labeling enabled and run Webdashboard on your own url, you'll need to add that whitelabeled URL. Chances are, it's already added so you might be able te skip this step.
To add app.webdashboard.com as a trusted site to SharePoint you'll need to navigate to the SharePoint settings page. The URL should look something like this:
https://insumma2011.sharepoint.com/sites/Webdashboard/_layouts/15/settings.aspx
And click HTML Field security
Here add app.webdashboard.com to the list of exceptions.
Now you can embed Webdashboard in SharePoint. Navigate to the page you want to add a report or visual to and click edit page to add an Embed Web Part to the page.
Click add embed code and paste the IFrame code like this:
The visual or report will now load inside SharePoint.
