Embedding iDashboards into SharePoint

This requires Admin privileges to setup and Builder for implementation.

Microsoft SharePoint is the central portal for many organizations, and therefore an excellent location to allow its users to view their dashboards. Many organizations choose to segment their portals by functional area, which allows for iDashboards and SharePoint architects to strategically position dashboards as content within the site collections based on a user’s role and function. The iDashboards Public Access User account in conjunction with a SharePoint Web Part enables this functionality.

iDashboards Guest User

The Public Access (Guest) User requires an iDashboards Public Access License. Since a Public Access License allows multiple simultaneous connections to iDashboards via the same Public Access User, iDashboards can be embedded into multiple SharePoint pages using this account through which many users can gain access to dashboards and charts concurrently.

The Public Access license allows for only a single set of access permissions to dashboards and charts, therefore all users who utilize the Public Access User accounts will have access to the same set of dashboards and charts.

The Public Access User account removes the requirement for users to enter a username and password so
as soon as they open a SharePoint page with iDashboards embedded in it the dashboard or chart will automatically be opened. To set up a SharePoint Web Part to utilize a Public Access User account, you simply need to include in the Web Part an iDashboards URL with the Public Access User Account and ID of the dashboard or chart that you wish to display. The URL should be in the following format:

Embedding a Dashboard:
http://www.yourcompany.com/idashboards/viewer?guestuser=myguestuser&dashID=1200

Embedding a Chart:

http://www.yourcompany.com/idashboards/viewer?guestuser=myguestuser&chartID=1200

(Please see the iDashboards Administrator Manual for further information on Public Access (Guest) User accounts and Embedded Viewer Mode)

Configuring SharePoint
To insert iDashboards charts and/or dashboards into a SharePoint page, use a Page Viewer Web Part. The Web Part is essentially an independent web browser within the SharePoint page, or an iFrame. To create the Page Viewer Web Part, edit the SharePoint page iDashboards is to be embedded in to. Add a new Web Part Page, ensure that it is Embed. You will need to add an iFrame to allow for the embedding. 

Be sure to add the domain to a white list.

For More Information:

• Microsoft SharePoint Documentation
• SharePoint and Content Types
• Controlling Active Content in SharePoint 2013
• iDashboards Admin Manual15.4 Embedded Viewer Mode
• Previously Read: Embedding iDashboards into an iFrame

If the above is unable to resolve the issue, then please contact iDashboards Support for further assistance.