Sharing, scheduled reports & embedding — found from sitemap — Metabase

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Facts read from this source

• Embed chart two ways Report an error

  “There are two ways you can embed a chart (called a question, in Metabase parlance):”

• View only chart definition Report an error

  “A view-only (a.k.a. “static”) chart displays results without letting people explore the data. Nobody can drill through it, change the query behind it, or run a new one.”

• Guest embeds view only Report an error

  “Guest embeds: always view-only. Nobody logs in to a guest embed, so Metabase has no account to check permissions against, and no way to tell whether a new query is one that person should be allowed to run.”

• SSO embeds interactive default Report an error

  “SSO embeds: interactive out of the box. To make one view-only, turn off drill-through with drills="false" (web component) or drills={false} (SDK), and turn off saving with is-save-enabled="false" or isSaveEnabled={false}.”

• Guest embedding requires admin Report an error

  “For authentication, choose Guest, so your app won’t need to log anyone in to your Metabase. An admin needs to turn on guest embedding first.”

• Guest embed jwt signing Report an error

  “Replace the JWT the wizard pasted into your HTML. That token is a fixed string with an expiration baked into it, so an embed that ships with it will stop working. Either sign a fresh token on your server for each page load and render it into the token attribute, or leave the attribute off and point guestEmbedProviderUri at an endpoint in your app”

• Locked parameter data isolation Report an error

  “On your app’s server, set the value for the locked parameter in the token. Whoever’s looking at the page can’t see or change that value, so an embed on customer 13’s account page returns only customer 13’s orders.”

• Locked parameter requires sql Report an error

  “Locked parameters need a question written in SQL, with a field filter or variable to lock onto. Query builder questions have no parameters to lock, so segregate their data with permissions instead.”

• Modular sdk plan requirement Report an error

  “Modular embedding SDK is only available on Pro and Enterprise plans (both self-hosted and on Metabase Cloud).”

• Interactive charts plan requirement Report an error

  “Interactive charts are only available on Pro and Enterprise plans (both self-hosted and on Metabase Cloud).”

• Interactive chart requires SSO Report an error

  “Interactive charts require SSO, which you can set up with either web components or the React SDK.”

• Interactive chart capabilities Report an error

  “An interactive chart lets people explore their data: they can drill through the chart, filter results, summarize and group them, change visualization settings, and optionally save their changes.”

• Entity id serialization Report an error

  “On Pro and Enterprise plans, you can use the question’s entity ID instead; entity IDs stay the same when you serialize content from one Metabase to another, like from staging to production.”

• Custom click actions sdk only Report an error

  “Customizing click behavior is only available in the Modular embedding SDK for now.”

• Saving capabilities Report an error

  “isSaveEnabled shows or hides the save button. onBeforeSave runs before a save (it can be async). onSave runs after a successful save. It receives the updated question and a context object with isNewQuestion. targetCollection pre-selects the collection to save to and hides the collection picker.”

• SSO permission based data isolation Report an error

  “Embeds with SSO don’t need to lock parameters. Since Metabase knows who’s viewing, you can apply data permissions and let Metabase filter the rows, instead of locking parameters by hand.”

• App controlled parameters no restriction Report an error

  “Your app sets these values in the browser, and people can change them, so they don’t restrict what anyone can query. To restrict the data itself, see Show people only their own data.”

• Alerts in embeds Report an error

  “You can let people set up alerts on a saved question with the with-alerts attribute on the web component:”

• Alerts requirements Report an error

  “Your Metabase has email set up. The embed is an authenticated (SSO) embed. The person viewing the embed is in a group with the Subscriptions and alerts application permission. Metabase grants this permission to the All Users group by default, so admins have to set it to No to take it away. The person viewing the embed has collection permissions for the collection that holds the question.”

• Embedded alerts scope Report an error

  “Alerts created in an embedded context only send to whoever’s logged in, and they exclude links to Metabase items.”

• Downloads default by plan Report an error

  “Downloads: show or hide download buttons with with-downloads / withDownloads. Defaults to false on Pro and Enterprise, so set it to true if you want people to be able to download results. On OSS and Starter, downloads are always on; turning them off requires a Pro or Enterprise plan.”

• Theming Report an error

  “Theme: set a light or dark preset, or (on Pro/Enterprise) customize colors and fonts. The question component in the theme has its own overrides:”

• Powered by banner Report an error

  “On the OSS and Starter plans, Metabase adds a “Powered by Metabase” banner to guest embeds.”

• Guest jwt expiration example Report an error

  “exp: Math.round(Date.now() / 1000) + 10 * 60, // 10 minute expiration”

• Locale translation Report an error

  “For all modular embeds, you can also set a locale in your page-level configuration to translate embedded content.”

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Scores citing this record

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• The Finance Controller Access control, administration & portability
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• The Managing Director Sharing, scheduled reports & embedding
• The SaaS Product Lead Dashboards, charts & interactivity
• The SaaS Product Lead Sharing, scheduled reports & embedding
• The SaaS Product Lead Access control, administration & portability
• The Skeptic Dashboards, charts & interactivity
• The Skeptic Sharing, scheduled reports & embedding
• The Skeptic Access control, administration & portability
• The Skeptic Pricing transparency