Embedding views in web pages

Embedding Views in Web Pages, Web Applications and Blogs

You can easily embed any view (tables, reports or dashboards) into a website, web application, blog or an intranet page with a secured login (with login) or a private permalink (without login). Users visiting the web page will be able to see the latest live version of the view and any changes made to the view will automatically be reflected in the embedded version as well. Please note that only Server Administrators and Managers can embed views. To know more about the user roles in Zoho Analytics, click here.  

  1. What are the views that can be embedded in web pages?
  2. What are the access permissions available when embedding a report/dashboard?
  3. How to embed a report/dashboard with Secured login?
  4. How to embed a report/dashboard with Private URL/permalink?
  5. Is it possible to set a password for views that are embedded without login access?
  6. What are the interaction options available while embedding a report or dashboard?
  7. What happens when I regenerate an embedded view's random key?
  8. How do I edit the permissions of embedded views?
  9. How do I remove the access of the embed view?
  10. Can I pass a dynamic filter while embedding the view?

1. What are the views that can be embedded in web pages?

You can embed every view you create using Zoho Analytics, such as tables, charts, pivot views, tabular views, summary views, query tables and dashboards. To embed a view created in Zoho Analytics, you need to get the corresponding HTML code snippet generated for the view by Zoho Analytics, and paste it within the <body>...</body> HTML tags of the destination page.

2. What are the access permissions available when embedding a report/dashboard?

The following are the two access permissions available when embedding a report or a dashboard.

  • Access with Login: This is the most secure mode of embedding a view. Only the users with whom you have shared the report will be able to view it, after logging in to Zoho Analytics.

  • Access without Login: When this option is selected, Zoho Analytics will generate an embed URL within an iframe code. This contains a randomly generated private key, ensuring security. Users can view this embedded report without logging in to Zoho Analytics. 

3. How do I embed a report or dashboard with secured login?

To learn about editing the permissions for the embedded report or dashboard, click here.

4. How do I embed a report or dashboard with a Private URL/Permalink?

To learn about editing the permissions for the embedded report or dashboard, click here.

5. Is it possible to set a password for views that are embedded without login access?  

Yes. The Access without Login option generates a private permalink that can also be encrypted with a password. To do this, select the Set access password option and enter the desired password. 

6. What are the interaction options available while embedding a report or dashboard?

Zoho Analytics allows you to embed interactive reports and dashboards. When you embed a report in interactive mode, users visiting the web page can view and interact with the chart easily. The following are the available interactions when a chart is embedded in interactive mode:

  • Tooltips and highlights
  • View underlying data  
  • Drill down 
  • Change chart type  
  • Apply user filters, if any. 
  • Interact with legends

You can also embed reports as static images, which will load faster. This feature is applicable only to charts.

7. What happens when I regenerate an embedded view's random key? 

You can regenerate the private key for the views that are embedded without login access. This will render the previously embedded view invalid. To access the view again, the newly generated embed code has to be updated in the web page.  

8. How do I edit the permissions of embedded views?

Follow the steps below to do this:

  • Open the required view in Zoho Analytics, click the Share icon, and select the Edit Shared Details option. 

  • Click the Edit icon that appears on mouse over the listed details. In the page that appears, modify the permissions as needed, and click OK.

You can also edit your embedded view's permission by clicking Share > Embed. Click the Edit Permissions link. In the page that appears, edit the permissions as needed, and click Update

9. How do I remove the access of an embedded view?

Follow the steps below to do this:

  • Open the required view in Analytics, click the Share icon, and select the Edit Shared Details option.

  • Click the Remove icon that appears on mouse over the listed details.

10. Can I apply dynamic filters while embedding a view?

Yes. By applying dynamic filters over embedded views, you can embed the same view across several web pages by applying different filter criteria each time, to suit the allowed permissions and profile of the user accessing the page. For example, when you use the criteria "Stores"."Region"='West', the person accessing the chart will see only data for the sales in the western region. 

Selecting the Mask Criteria in URL checkbox hides the ZOHO_CRITERIA parameter from the embed URL. This ensures the specified filter criteria is appended to the URL, but not displayed.

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