Self-serve exploration

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 displaying static dashboards in your app. It lets your embed users actively explore data, drill down into details, and discover insights on their own. This also reduces time-consuming ad-hoc data requests for your team and lets your customers find answers faster.

Data exploration

A drag-and-drop interface that lets embed users modify charts or build their own visualizations on the fly — change visualization types, add filters, group data differently, and adjust time ranges.

How to set up: Include the underlying datasets in your embed portal. Embed users can only explore data from datasets they have access to:

your_embed_portal.embed.aml

EmbedPortal ecommerce_portal {
  objects: [
    sales_dashboard,
    // Users can explore data from this dataset
    sales_dataset,
  ],
}

To learn more, see our data exploration guide.

Drill-down & break down

Click any data point to "slice" it by a different dimension and see exactly what is driving the numbers. Split any metric by different dimensions (break down) or click a specific data point to filter and dig deeper (drill down).

How to set up: Include the underlying datasets in your embed portal. Embed users can only explore data from datasets they have access to:

your_embed_portal.embed.aml

EmbedPortal ecommerce_portal {
  objects: [
    sales_dashboard,
    // Users can drill down and break down behind any chart from this dataset
    sales_dataset,
  ],
}

To learn more, see our drill down & break down guide.

View underlying data

Instantly inspect the raw row-level records behind any chart. Instead of just seeing a number, embed users can explore "what makes up this value" at the most granular level.

How to set up: Include the underlying datasets in your embed portal. Embed users can only explore data from datasets they have access to:

your_embed_portal.embed.aml

EmbedPortal ecommerce_portal {
  objects: [
    sales_dashboard,
    // Users can view the raw records behind any chart from this dataset
    sales_dataset,
  ],
}

To learn more, see our view underlying data guide.

Drill-through

Navigate between related dashboards while automatically carrying over filters for a continuous data journey.

How to set up: First, configure drill-through paths between your dashboards in Holistics — define which dashboard connects to which (e.g., "Sales Overview" drills to "Product Details").

Then include all connected dashboards in your embed portal:

your_embed_portal.embed.aml

EmbedPortal ecommerce_portal {
  objects: [
    // All dashboards in the drill-through chain must be included
    sales_overview_dashboard,     // Starting point
    product_details_dashboard,    // Drill target
    customer_analysis_dashboard   // Another drill target
  ],
}

To learn more, see our drill-through guide.

Ask AI & analyze

Ask questions in plain English to generate insights instantly or use AI to summarize complex chart trends.

How to set up: See our Ask AI embedding guide for setup instructions.

Save explorations to dashboards

All interaction results can be saved to a dashboard. Embed users can save to their personal workspace for private use, or to a shared workspace to collaborate with others.

How to set up: This requires Git integration and additional configuration. See user-built dashboards to enable this feature.