by | Jun 4, 2020 | Inno How To

How to

Embed a Chart

Who does this guide apply to?

Portfolio Super Admin and School Super Admin

Introduction

You are now able to quickly embed dashboards from third party analytics applications, like Tableau and Google Data Studio, on your Dashboard page. This will help you have all of your important data visualizations in one place in order to plan effectively, monitor trends, and celebrate the results of your work with your team.

Log into your Innovare app- Go to the users tab (left side of the screen) – Locate your name
Look at the “Role” colum to identify the type of users you are.
Gif showing the login process and finding your role

If you are not a user that is listed above you cannot embed a chart. If you need to change your user type to allow for chart embedding contact your Innovare School Super Admin to request a permissions change or email us at [email protected]

Embedding a Chart

  • In your dashboard page, scroll down to the bottom and select the “Add new chart” button
  • In the “Add New Chart” modal, enter a title, the URL, and an aspect ratio
  • Select the “Add chart” button when finished
Gif showing how to embed a chart in the Inno app

Note

The URL is provided by the third party analytics application you use. Here are instructions on how to obtain the embed URL for common analytics tools:

Tableau logo

Tableau

  • Use the instructions here provided by Tableau to copy a link to share your dashboard.
  • In the URL, replace the content after the “?” with the following text:
    • iframeSizedToWindow=true&:embed=y&:showAppBanner=false&:display_count=no&:showVizHome=no&:origin=viz_share_link

Google Data Studio

  • Use the instructions here provided by Google to set up your Google Data Studio dashboard permissions. Follow the instructions in the “Embed in the new Google Sites” section to copy the embed URL embed to use in Inno.
Google data studio image

When embedding charts from a third party application, permissions for that chart are controlled by the third party application. To make embedded charts public or private you will need to update the permissions in the third party application.

 

We’ve enabled any public URL to be embedded. You can also embed Google Docs and Google Sheets by copying and pasting the URL from your browser to the “Add New Chart” modal’s URL field.

Gif showing how to move a chart around in the Inno app

Steps to arrange the layout on the Dashboard page

  • In your dashboard page, navigate to chart card containing the embedded chart
  • Drag the card up or down to shift it to a new position on the Dashboard page.

Note

Only embedded chart cards can be repositioned. Native charts stay in their row alignment, but will shift up or down depending on where the embedded chart is placed.

Steps to edit a chart

  • In your dashboard page, navigate to chart card containing the embedded chart
  • Select the more menu on the top right corner of the card and click on “Edit”
  • Update the Edit chart modal fields and click on save
Gif showing how to edit a chart in the Inno app
Gif showing how to delete a chart on the Inno app

Steps to remove a chart

  • In your dashboard page, navigate to chart card containing the embedded chart
  • Select the more menu on the top right corner of the card and click on “Delete”
  • Update the Edit chart modal fields and click on save
DONE!

If you need more assistance please contact us at [email protected]

Thank you for sharing!

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