Embed portal - Interactive Embedding

BETA FEATURE

This is a Beta feature. The documentation and feature may change rapidly.

You can request Beta access and try it out.

Introduction

Interactive embedding goes beyond just displaying static dashboards in your app. It lets your users actively explore data, drill down into details, and discover insights on their own - just like they would in a full analytics platform.

Why Enable Interactive Features?

For your users:

• They can answer follow-up questions without leaving your app
• They get deeper insights by exploring data themselves
• They can customize views to match their specific needs*

For your business:

• Reduced support requests for "Can you show me..." questions
• Higher user engagement with your analytics
• Users become more self-sufficient with data

How to Set Up Interactive Features

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What interactive features are available?

• Drill through
• Data exploration
• Create and manage dashboards

Feature 1: Drill Through

Drill through lets users navigate between related dashboards to explore data in more detail.

Step 1: Configure Drill Through in Holistics

Before your embedded users can drill through data, you need to set up the drill paths in your Holistics workspace.

What this means: Define which dashboard connects to which (e.g., "Sales Overview" drills to "Product Details")

📖 Need help? Check our drill through setup guide for detailed instructions.

Step 2: Include All Connected Dashboards

Add every dashboard in your drill-through chain to the embed portal.

Why: Users can only drill through to dashboards that are available in their embed portal

your_embed_portal.embed.aml

EmbedPortal ecommerce_portal {
  objects: [
    sales_overview_dashboard,     // Starting point
    product_details_dashboard,    // Drill target
    customer_analysis_dashboard   // Another drill target
  ],
}

Real-world example:

• Main dashboard: "Company Sales Overview"
• Drill targets: "Regional Sales Details", "Product Performance", "Customer Segments"
• Result: Users can start with the overview and drill into any specific area

Step 3: Deploy Your Setup

1. Publish your embed portal in Holistics
2. Integrate it into your application using the embed code

Feature 2: Data Exploration

Data exploration lets users modify and interact with individual charts and visualizations. For more details, see our data exploration guide

Step 1: Understand What's Needed

For users to explore a chart, they need access to the underlying dataset that powers it.

Step 2: Add Datasets to Your Embed Portal

Include the datasets used by any visualizations in your dashboards you want users to explore.

your_embed_portal.embed.aml

EmbedPortal ecommerce_portal {
  objects: [
    sales_dashboard,        // The dashboard users will see
    sales_dataset,          // The data behind the visualizations in dashboards 
    customer_dataset        // Another dataset for exploration
  ],
}

Step 3: Test the Exploration Features

Your users will now be able to:

• Change visualization types (bar chart → line chart)
• Add or modify filters
• Group data differently
• Adjust time ranges

Feature 3: Save Functionality

If you want users to save their custom explorations, they need a workspace to save them to.

What You Need

Users must have either:

• Personal workspace access (for private saves)
• Shared workspace access (for team collaboration)

How to Enable It

This is configured in your embed portal permissions:

const embed_payload = {
  "embed_user_id": "user_1_id",
  "embed_org_id": "department_1",
  
  "permissions": {
    // Enable personal workspace for private saves
    "enable_personal_workspace": true,
    
    // OR enable shared workspace for team saves
    "org_workspace_role": "editor" // or "viewer"
  }
}

📖 Need workspace setup help? Check our identity and workspace settings guide