Embed Portal

BETA FEATURE

This document outlines a Beta feature currently in progress. Until the Beta label is removed from both this notice and the feature in the Holistics' platform, it should not be regarded as part of our official documentation. Please note that this feature is subject to rapid, iterative changes, and the most current version may vary from what is described here. Contact [email protected] to try it out!

Introduction

Embed Portal allows developers to embed a mini BI application within their application. Developers can distribute multiple dashboards to embed users, as well as allow embed users to self-serve and customize their own dashboards.

• Embedded Self-Service: Let embedded customers explore data, interact with visualizations, and create custom dashboards without leaving your application.
• Built-in User Organization: Group embedded users into distinct organizations with strict data boundaries between different organizations.
• Collaborative Workspaces: Enable dashboard sharing within each organization's workspace with configurable permissions for different user roles.
• Tiered Access Control: Create different analytics experiences based on subscription tiers by controlling access to specific dashboards, datasets, and features.
• Developer-Friendly Integration: Define portals as code, intuitive sandbox UI for integration, integrate with version control, and use preview environments to streamline your development workflow.

How it works

1. Define: Developers define an embed portal that contains multiple data assets (dashboards and datasets) along with settings and permission rules in code.
2. Publish & Integrate: After publishing, integrate the portal into your web application using a single embed secret key and iframe.
3. Access Control: Row-level permissions defined in datasets apply automatically to all embedded content, with user attributes in the payload determining what data is visible.
4. User Organization: Embedded users and organizations are identified via embed_user_id and embed_org_id parameters, enabling personal workspaces and shared organizational environments.
5. Self-service Analytics: Embedded users can explore data, create dashboards, and collaborate based on their permissions—all within your application.

Video Demo

Want to know what your users will experience? Watch this short demo to see the final Embed Portal in action: from exploring data to create personal dashboards, all embedded directly within your application.