Basic settings

Introduction

This page covers the basic settings you can configure through the Embedded Analytics Sandbox — things like export permissions, timezone, header visibility, and filter defaults.

General settings

The General Settings section control some general aspects of the embedded dashboard, including:

• Allowing users to export the dashboard or not
• Allowing users to export raw data or not
• Showing or hiding the dashboard header panel
• Showing or hiding the dashboard control panel

When you toggle these options on or off, the generated embedding script updates accordingly.

Timezone settings

Similar to normal dashboards, you can set the default timezone for an embedded dashboard and allow viewers to change the timezone:

For more details, see Timezone Settings.

Control settings

This is not a data security feature

Hiding filters and overriding default values are only convenience features to customize the look and feel of your dashboard. No data restriction is implemented.

If you want to enforce data access restriction, use Permission Settings instead. You can find more details about the difference in the Security documentation.

The Control Settings section lets you override the default settings of your dashboard filters, in case you want to present the embedded dashboard differently from how it looks in Holistics.

When you change the default values and operators in the graphical filter list, your choices are reflected in the embedding code.

The code representation of each control setting has the following form:

filters = {
  "filter_uname": {
    "default_condition": {
      "operator": "expected_operator",
      "values": [
        "expected_value"
      ],
      "modifier": null
    }
  },
}

Explanations:

• filter_uname: defines which filter you want to override in the embedded dashboard. This value is auto-generated.
• default_condition: contains the default configurations for this filter, including:
  • operator: the operator used in the filter
  • values: the value you want to apply to this filter in the embedded dashboard
  • modifier (optional): only available for some of the operators in the Date filter (for example, next, last X days/months/years.)