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Blog › How Embedding with Knowi can Elevate your Web Pages and Apps
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HOW EMBEDDING WITH KNOWI CAN ELEVATE YOUR WEB PAGES AND APPS

Stephan Brunner



EMBEDDING AT A GLANCE

Embedding allows you to manage your dashboards and widgets directly through your
Knowi account and then display the results within your own app or webpage. You
might be thinking a simple solution would be to screenshot your chart and paste
it in your webpage as a JPEG but doing so you would be sacrificing a variety of
features. Embedding allows for the visualization(s) to update automatically in
real time as new records are reported in your dataset, this will save you from
having to make updates periodically if you were to go the JPEG route. Embedding
also allows for drilldowns in your data which allows you to navigate to related
visualizations in the same frame at the click of a button. You also have the
ability to allow or limit the end user from filtering the data at your
discretion. Embedding also allows for your visualization(s) to be interactive
for the end user rather than just a static image. As you move your mouse along
datapoints, the tooltip will display relevant information about the specific
data point, you can click on specific groupings of data to isolate them as seen
below.


EMBEDDING OPTIONS

IFRAME

There are multiple options available when embedding to give you full control
over who can interact with your data and how it is presented. The first and
simplest method is embedding through iFrame. By going to the share option on a
dashboard or visualization you can generate code that can be easily copied and
pasted into your webpage HTML or application. This will allow your viewers to
see your visualizations or dashboards as if they were viewing it straight from
your Knowi account. This option is super easy and requires the least amount of
technical skills as your only inputs are the height and width of the iFrame.



JAVASCRIPT API

If you want more control over functionality and aesthetic you can instead embed
with Javascript API to customize the look and feel of the embedded content
however you like. Javascript API gives you full control over the output on your
web page while Knowi processes all the data on the backend. You have complete
control over which elements are visible and which functions are accessible to
the end user such as enabling and disabling filters, Ad-hoc analysis, widget
settings, etc. The complete Javascript API Reference to customize your embed can
be found here and instructions for using the proper HTML script can be found
here.

SINGLE SIGN-ON

In certain instances you may want to embed content that is on a need-to-know
basis. Some content might be for certain eyes only, sometimes different
people/departments need to see information specific to their roles and
responsibilities. This can be accomplished using single sign-on where the data
will only be displayed to users who have been authorized. Permissions can also
be specific to the user with user filtering. User identity, permissions, access
level, and attributes are all constructed within the browser session of the
single sign-on user, which is created using a unique customer token. Anyone with
access to the customer token may create an SSO user to which that Knowi instance
is connected to, as any user, with any permission.



SEARCH BASED ANALYTICS

In addition to embedding widgets and dashboards, you can also embed search based
analytics. This embeds a search box into your webpage that allows the user to
ask questions from a dataset in plain English and results will be produced
through natural language processing. You can ask questions such as “What were
our total sales” and the query will automatically aggregate the data to count
the number of sales recorded in the previous month. You can also ask “Show
revenue by quarter for the last 5 years” to query the data and then you can
easily turn those results into a nice line chart to visualize it. This type of
embedding requires single sign-on in order to protect your queries. To learn
more about NLP Search-Based Analytics check out our blog about it here.


EMBEDDING TUTORIAL FROM START TO FINISH

Now let’s go step by step through a simple use case. You can follow along on
your existing Knowi account or if you’re new you can sign up for your free trial
at Knowi.com. 

Step 1: The first step is connecting to your datasource, for this example we
will be connecting to MongoDB Atlas but you can connect to any of your own if
you wish. To do so go to the Queries tab on the left hand side then click the
orange NEW DATASOURCE+ button in the top right corner. Then select Mongo DB
Atlas. The endpoints to connect to Knowi’s Mongo account will already be filled
in for you so all you have to do next is hit the save button. 

Step 2: Now that we are connected to the datasource the next step is to hit the 
Start Querying button. Let’s name our first query “Supply Chain Metrics,” then
scroll down and select “supply_chain” under Collections. Then for Metrics we
will select “assembly_location” and “Order_#” then click on Order_# and select
Count for Operation. Now select “assembly_location” for Dimensions/Group by. We
should now have a query that shows us the total number of orders for each
assembly plant to check your work click Preview at the bottom.

Step 3: Below the query click on the box that says Data Grid and select Donut as
your visualization type. Now hit Save & Run Now at the bottom of your screen. 



Step 4: Now that you know how to make a query, let’s see if you can make one on
your own. For our next query let’s title it “Delayed Shipments”, group by
“carrier” and “assembly_location”, and Sum of “shipment_delayed” as a metric,
then choose the visualization type as Stacked Column. 

Step 5: Add your  Supply Chain Metrics widget to your dashboard. 

Step 6: Now create a drilldown to Delayed Shipments by going to the widget
options in the top right corner of the Supply Chain Metrics widget. Select
Drilldowns, in the drilldown builder select widget as the drilldown type and
Delayed Shipments for Drill into: and then hit save. 



Step 7: Now let’s embed this widget. Go back to the widget options and click
share, click to generate a shareable URL and then copy the iFrame code under
Embed. 

Step 8: Now you can paste that code in any web page or web application, if you
do not have one to practice with you can paste it into an HTML editor to see the
result. 



Now you have a dynamic widget that can be seen by anyone who goes to that page,
try filtering it and clicking on the visualization to activate the drilldown.
Now that you know how easy it is to embed with Knowi go try it out with your own
data!




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About the Author:

STEPHAN BRUNNER

Creative technologist who solves difficult technical and business problems fast
and under pressure by keeping things simple. More than 15 years of software
development and management experience as entrepreneur, with Silicon Valley
startups as well as public software companies. Very hands on, fast and curious
learner who loves to write code in any language or environment. Team builder and
mentor.
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