Embed Codes allow users to easily share their ClearPoint charts publicly on any platform that supports HTML.
What is it?
Embed Codes provide HTML code for ClearPoint charts so users can use their ClearPoint charts on websites, intranet site, mobile kiosk platforms, or anywhere that supports HTML. When the Embed Code is used, the embedded chart is interactive and behaves similar to charts within the ClearPoint application. Embedded charts update and refresh themselves when data is added or changed in ClearPoint.
Why does it matter?
Communication and transparency with stakeholders are key to a healthy organization. ClearPoint’s Embed Codes help organizations and companies share their visual data with various audiences. The embedded charts automatically update themselves when ClearPoint is updated so users don’t have to worry about keeping their charts updated – they can trust that their chart always has the most recent data. With Embed Codes, users can place their ClearPoint charts into their existing sites. Charts will be interactive, up-to-date, and accurate – saving the user time, improving communications, and offering a clean look for their next website or PDF share.
How does it work?
We recommend you check our Help Center article on Embedding Chart from ClearPoint for detailed instructions.
Select Scorecard & Elements from the Control Panel
Click on Manage Elements
Open Measures
Locate the Measure you are going to be working with, in this example, ‘Revenue’.
Double-click on the chart to open the chart editor window
Navigate to the Advanced Options tab
Check the box next to Enable Embed Code
Use the Select Reporting Period dropdown menu to select the desired period
You can adjust the Chart Width and Height or use the default values
Click the Copy to clipboard icon
You will use this to embed the chart in your iframe
Once you are done, click Save
