Use custom visual content

You can embed images, online forms, webpages, and online videos in your Insights dashboards using the custom visual content chart type.

EXAMPLE   You can embed the image of your company logo in your dashboards. You can also embed an online video from your organization's latest conference or embed an online form asking readers of the dashboard if the dashboard is helpful.

After you create custom visual content, you can use navigation actions to navigate within them. You can also use parameters to control what appears in them.

Prerequisites

  • Your organization has a subscription to Calabrio Insights.
  • You have the Author permission.

  • The web content you want to embed is from a source that supports viewing or opening the content in an IFrame. If the source of the web content doesn't support being viewed or opened in an IFrame, the content doesn't appear in Insights, even if the URL is accurate.
  • You have enabled all cookies in the browser that people will use to view the content. Blocking third-party cookies results in images not loading in Insights.

The following limitations apply to custom visual content:

  • Only https URL schemes are supported.
  • Custom visual content isn't supported in email reports.
  • Images and websites that use hotlink protection won't load in custom visuals.

Page location

Insights > Analyses > Click an analysis

BEST PRACTICE   
  • When possible, use embeddable URLs, especially for videos, online forms, spreadsheets, and documents. Embeddable URLs create a better experience for readers of your dashboard and make interacting with the content easier. You can usually find the embeddable URL for content when you choose to share the content from the source website.
  • To embed internal URLs or URLs that you own, you might need to set them to be opened in an IFrame.

Procedures

Embed an image in a dashboard

You can embed an online image in a dashboard using the image URL.

Embedded images don't appear in a browser that has third-party cookies blocked. To see embedded images in a dashboard, enable third-party cookies in your browser settings.

  1. Click Visualize (the bar chart icon in the tool bar). The Visuals panel opens.
  2. Click Add.
  3. Click the Custom visual contenticon.

  4. In the Properties panel on the right side of the page, expand Custom Content.
  5. Enter the visual’s URL in the URL field.
  6. Click Apply.
  7. Toggle Show as image on. The image appears in the visual.

    This message appears if the URL is not an image, such as a URL to a slide show, gallery, or webpage : This URL doesn't appear to be an image. Update the URL to an image. To do so, open the image that you want to embed in a separate browser tab or choose an embeddable URL for the image (usually found when you choose to share the image).

  8. (Optional) To change the image’s size, select one of the following options from the Image sizing options drop-down list:

    • Fit to width – This option fits the image to the width of the visual.
    • Fit to height – This option fits the image to the height of the visual.
    • Scale to visual – This option scales the image to the width and height of the visual. This option might contort the image.
    • Do not scale – This option keeps the image at its original scale and doesn't fit the image to the dimensions of the visual. With this option, the image is centered in the visual, and the parts of the image that are within the width and height of the visual appear. Some parts of the image might not appear if the visual is smaller than the image. If the visual is larger than the image, however, the image is centered in the visual and is surrounded by white space.

Embed an online form in a dashboard

You can embed an online form in a dashboard using the embeddable URL.

  1. Click Visualize (the bar chart icon in the tool bar). The Visuals panel opens.
  2. Click Add.
  3. Click the Custom visual contenticon.

  4. In the Properties panel on the right side of the page, expand Custom Content.
  5. Enter the form’s URL in the URL field.

    BEST PRACTICE   If possible, use an embeddable URL for the form. Using an embeddable URL creates a better experience for readers of your dashboard who might want to interact with the form. You can often find the embeddable URL when you choose to share the form on the site where you create it.

  6. Click Apply. The form appears in the visual.

Embed a webpage in a dashboard

You can embed a webpage in a dashboard using the URL.

  1. Click Visualize (the bar chart icon in the tool bar). The Visuals panel opens.
  2. Click Add.
  3. Click the Custom visual contenticon.

  4. In the Properties panel on the right side of the page, expand Custom Content.
  5. Enter the webpage’s URL in the URL field.
  6. Click Apply. The webpage appears in the visual.

Embed an online video in a dashboard

You can embed an online video in a dashboard using the embeddable video URL.

  1. Click Visualize (the bar chart icon in the tool bar). The Visuals panel opens.
  2. Click Add.
  3. Click the Custom visual contenticon.

  4. In the Properties panel on the right side of the page, expand Custom Content.
  5. Enter the video’s embeddable URL in the URL field.

    To find the embeddable URL for a video, share the video and copy the embed URL from IFrame code.

    EXAMPLE   The following is an example of an embed URL for a YouTube video: https://www.youtube.com/embed/uniqueid. For a Vimeo video, the following is an example of an embed URL: https://player.vimeo.com/video/uniqueid.

  6. Click Apply. The video appears in the visual.

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