Embedding Views in Web Pages, Web Applications and Blogs
1. What are the views that I can embed in my website/blog?
You can embed all the views such as tables, charts, pivots, tabular view, summary view, query tables and dashboards that you create using Zoho Analytics. 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 them within the <body>...</body> HTML tags of the destination page. Refer to this question to learn about generating a HTML snippet.
2. What are the access modes available when embedding a report/dashboard?
The following are the three access modes that you can choose while embedding a report/dashboard.
- Embedding with Secured Login (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 upon logging into Zoho Analytics.
- Embedding with Private permalink (without login): When this setting is selected Zoho Analytics will generate an embed URL (within an iframe code) which will contain a big randomly generated private key ( private link) , making them secure and very hard (if not impossible) to guess. Users can view the embedded report without logging in to Zoho Analytics. Please do note that this option is available only in the premium and enterprise plans of Zoho Analytics.
- Embedding with Public Access : In case you want your embedded report to be accessible to the users within your organization or to the users who visit your web page and do not require any random key based link generation or logging into Zoho Analytics, you can use the public access mode .
3. What is the difference between the three embedding modes?
Embedding with secured login allows the highest level of security to the embedded view. When you embed the view with " Private Access with Login" , then it would prompt for the users to login to Zoho Analytics to access the embedded view. Also, only users to whom you have shared the view would be able to access the embedded view, on a successful login.
When you embed a report with "Private Access without Login" , Zoho Analytics will generate a private permalink making it secure and very hard to guess. Users need not login to Zoho Analytics to view the embedded report. Although this is secure, the randomly generated key is not impossible to guess.
In case you want your embedded report to be accessible to the users within your organization or to the users who visit your web page and do not require any random key based link generation or logging into Zoho Analytics, you can use the public access mode.
4. How to embed a view with Secured login?
5. How to embed a view with Private URL/Permalink?
6. Can I protect my Private URL (without Login) with a password?
Yes, you can protect your private URLs (without Login) with password. When you generate a permalink with Private Access (Without Login), Zoho Analytics will generate a private permalink making it secure and very hard to guess. You can also protect it with a password by selecting Set access password checkbox in Embed/Publish URL dialog.
7. Can I set an expiry date for my Private URL (without Login)?
Yes, you can set an expiry date for your URL by checking the Set expiry checkbox in the Access without Login section. The shared URL will be valid only for the specified time frame. After the mentioned date, the URL will expire. After the set time, you can extend the expiry date, if you want to extend the validity.
8. Can I embed only a few selected columns from my data table/query table?
- Open the view that you wish to embed.
- Click Share > Embed .
- Once you have set your Access Permission as Access Without Login , you will notice an Edit Permissions link inline with the option.
- Click the Edit Permissions link. The Apply Permissions & Filters dialog will open.
- Click the All Columns link under Read Access and then select the columns to be shared.
- Click OK to confirm the selected columns. The users accessing the URL will be able to access only selected columns for viewing and report creation.
9. How to embed a view with Public access?
10. Can the embedded reports and dashboards be shared across social handles?
Yes, you can share the embedded reports and dashboards to your social handles using the Social Widget option. Learn more.
11. How to share the embedded reports and dashboards across social handles?
Follow the below steps to share the embedded reports and dashboards to your social handles:
- Click the Share button from the top-right corner.
- Select the Embed option from the drop-down menu.
- Select the Access Permission as Access without Login or Access within the Organization/External Users.
- Choose the Social Widgets checkbox available in the Options section.
- When you access the embedded report/dashboard, you will notice the Facebook, Twitter, and LinkedIn icons. Using these icons, you can share/tweet them.
Note: The Social Widgets option is available only for Access without Login and Access within the Organization/External Users publish options.12. What are the interaction options available while embedding a report/dashboard?
Zoho Analytics allows you to embed reports/dashboards in an interactive mode. When you embed a report in interactive mode in a web page, then users visiting the web page can view and interact with the chart as you could do when you view the report within the Zoho Analytics user interface. The following interactions are possible when a chart is embedded in an interactive mode:
- Tooltips & highlights.
- View the underlying data
- Drill down
- Change chart type
- Apply User Filters, if the chart contains user filters
- Interact with legend
You can also embed the reports as a image. This feature is only available for charts. As a result of this, the chart will be generated as a static image and hence will load faster.
13. I regenerated the random key, now I cannot access my previously embedded views or URL's of that report/dashboard. What should I do?
When you reset/regenerate the random key, the previously shared URL's/Embeds will become invalid. You will have to regenerate the new embed snippet and update the page.
14. How do I edit the embed permissions?
You can edit the previously granted permissions by following the below steps:
- Open the corresponding view that has been embedded and invoke the Share > Embed in Website/Blog.
- From the Embed / Publish URL page that opens, click the Edit link at the top right corner or the Edit Permissions link in line with Access without Login menu.
15. How do I remove the access of the embed view?
You can easily remove the permissions by following the below steps:
- Open the corresponding report that has been embedded and invoke the Share > Embed .
- From the Embed / Publish URL page that opens, click the Edit link at the top right corner.
- Click the Remove icon in line with the respective access to remove the permission.
16. Can I pass a dynamic filter while embedding the view?
Zoho Analytics offers a powerful feature of applying dynamic filters when you embed any view into your Web page. Using this feature, you can embed the same view in web pages applying different set of filter criteria, to suit the allowed permission, context and profile of the user who is viewing the page.
For example, an embedded sales report can have a 'Region' based criteria in each page that it's embedded, creating a scenario such that, when a sales person from say Region West views his/her accessible page, will only see the Sales from that region in the report embedded. A similar setup can be applied for sales person from other regions.
Filters can be applied by passing the required filter criteria to the parameter named ZOHO_CRITERIA and appending it as part of the Embed URL present in the HTML <iframe> code snippet. The embedded view's data is filtered and displayed based on the criteria specified, whenever the web page is loaded in the browser.
The generated HTML code snippet for embedding your view with the <iframe> tag would look like something given below (the following code snippet is for a Table):
The above snippet displays a "Sales" table when embedded. To limit the view to just show the Sales in the West Region, the parameter ?ZOHO_CRITERIA=("Region"='West') is added to the <iframe> code snippet. In this parameter " Region" is the column name in the view, which is filtered to display values matching the region West. The parameter should also be encoded. You can use this tool or any other tool that is available on the internet to encode.
The complete code snippet with this parameter is given below:
When you embed the above code snippet into a web page, the table view displayed will contain only the values matching the Region West .
| Column name |
Refers to the name of the column on which you are applying the criteria |
| SQL Expression |
Any valid SQL Expression. Eg: "Sales"-"Cost">1000 Supported Arithmetic Operators are: +, -, *, / |
| SQL Function call |
In-built standard functions from Oracle, MS SQL Server, MySQL, DB2, Sybase, ANSI SQL, Informix and PostgreSQL databases
Eg.: year(date_column) = 2016 |
| Relational operator |
Any relational operator to compare values supported in an SQL SELECT Query WHERE clause. The following operators can be used:
|
| Value |
Refers to the exact value to match Eg.: "Department" = 'Finance" here 'Finance' is a literal value to match. |
- You can combine any number of criteria defined in the above-specified format using Logical Operators like AND and OR to form complex criteria, the same way as in SQL SELECT WHERE clause. Also, use Braces '()' to group the criteria for ordering.
- Enclose string literals (i.e. values) in single quotes.
-
Enclose column names in double quotes.
- Eg.: ("Date Of Birth" = '2016-01-31 00:00:00')
- Eg.: ("Date Of Birth" = '2016-01-31 00:00:00')
-
Currency symbols (or) percent symbol can't be used in criteria
- Eg.: currency_column = 75.66 is valid
- Eg.: percent_column = 100 is valid
- currency_column = 75.66$ (or) percent_column = 100% is not valid
- Eg.: currency_column = 75.66 is valid
Refer to the SQL SELECT WHERE clause documentation to know more on how to construct the filter criteria.
Access your files securely from anywhere
Zoho CRM Training Programs
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
Zoho DataPrep Personalized Demo
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
- Zoho Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
All-in-one knowledge management and training platform for your employees and customers.
Create. Review. Publish.
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.
Zoho Sheet Resources
Zoho Forms Resources
Zoho Sign Resources
Sign, Paperless!
Zoho TeamInbox Resources
Design. Discuss. Deliver.
Related Articles
Introduction to Publishing
Zoho Analytics offers a wide range of publishing options to enable easy distribution and collaboration. You can publish the reports and dashboards that you create in Zoho Analytics as live embedded reports in your websites/webpages or share them as ...Making your Views Public
In Zoho Analytics you can share your data, reports, and dashboards to public users. Any remote user can access your public views online without logging into Zoho Analytics, i.e., they need not have an account created in Zoho Analytics to access the ...Creating URL/Permalink to Views
Zoho Analytics allows you to easily create a stand alone Permanent URLs (Permalink) for all your reports and dashboards in a few clicks. These URL's can be made accessible with a secured login or a private permalink or with public access. Users ...Introduction to Sharing and Collaboration
Zoho Analytics offers a very easy and effective way to collaborate reports with your colleagues and friends. Any user with whom you share your data, reports and dashboards, can access them online from any where any time. You can also create groups ...Sharing Views to a Group
To enable easy collaboration, Zoho Analytics supports the concept of Groups. You can create a Group which contains a set of users and easily share reports and dashboards with the required permissions as you do for an individual user. You can create ...