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:
1 : When an application asks for an embed link, you'll need this link. Power Point and Teams need embed links.
2 : When an application asks for HTML or an IFrame, use that piece of code
3 : When you connected one (or more) identity providers. You can choose one here
4 : The links below the identityprovider are the same as the links above. The difference is that it skips the webdashboard sign-in page and redirects you directly to the identity provider. Which gives you Single Sign-on. The 'Add login hint' option is added in case you want to be sure the embed link tries to sign-in a specific user. It will add 'login_hint=[username]' to the url. So when a user is signed-in with multiple accounts the correct one is always used to open the report.
Examples
Power Point
Open a blank page in Power Power and click on 'Add-ins'. Search for 'Webviewer' and add it to you slide.
Click Edit and paste an embed URL and click preview.
Webdashboard has been succesfully embedded in Power Point.
Sometimes when using an identity provider in this scenario, you can get a white screen. Adding the login_hint will fix this, after the first time it shouldn't be a problem anymore.
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.