Add Interactive Content to a Dashboard with the Web Content Widget

Turn your dashboards into an interactive hub—add live, actionable content for your team (Tableau charts, Smartsheet Forms, YouTube videos, and more) with the Web Content widget. For example, the Web Content widget allows you to embed a Smartsheet form, so that shared collaborators can make submissions directly from the dashboard. (More information on forms.)

widget picker

NOTE: Dashboards are available to Business plans and higher. For more information about which features are included with which plan types, see the Smartsheet Pricing page.


Add Live Web Content

To add a URL or to embed code to the widget, you must have Admin-level sharing access to the dashboard. Once web content is added, you'll see it inside the dashboard in a familiar widget format. (For more information about editing dashboards, see Edit a Dashboard.)

Use the steps below to make the widget look the way you want.

To do thisFollow these steps
Add a title to the widgetCheck the box next to Display Title
Add a URL or embed code to the widgetClick Select URL and then enter the URL or embed code of the content you would like to display and click OK.

NOTE: A System Admin can manage whether or not the widget is enabled for everyone on the account (See Manage Global Account Settings for more information on features that can be changed for a multi-user account).

To manage this setting, select Account icon (upper-left corner) > Account Admin, and then click Account Settings on the left panel of the Account Administration form. The Web Content widget is listed under Feature Enablement.

Embed a Smartsheet Form 

Use the Web Content widget to allow others to make submissions from a related form without having to leave the dashboard. 

To embed a form:

  1. Open the sheet that has the form you want to embed in your dashboard.
  2. Click Forms > Manage Forms. 
  3. Copy the URL link to the form.
  4. Navigate to your dashboard and select Edit > Add Widget > Web Content.
  5. Paste the link into the Web Content field.

Embed Allowed Web Content

Here's a list of approved domains for embedding content from the Web:

  • Bing Maps 
  • Google Docs
  • Google Maps
  • Google Sheets
  • Google Slides
  • Microsoft Excel Online (Office 365)
  • Microsoft PowerPoint Online (Office 365)
  • Microsoft Word Online (Office 365)
  • PowerBI
  • Smartsheet Calendar App* 
  • Smartsheet Forms
  • Smartsheet Published Sheets 
  • Tableau Online
  • Vimeo
  • YouTube

*The Smartsheet Calendar app offers a flexible calendar view that allows you to build shareable calendars rich with details. Keep your teams organized with multiple views and categorized information. Please contact our Sales team to learn more.

NOTE: If you would like to request a domain to be approved, please fill out this form

Web Content Behavior in the Smartsheet Mobile App

Embedded content is not viewable from the Smartsheet mobile app, but it is accessible as a link. The Web Content widget appears on the mobile app as an icon or logo for identified content providers like YouTube, Vimeo and Smartsheet. 

NOTE: To access the information, tap the widget to open the linked content in an external browser or app, if installed. 


Source Specific URLs to Embed in a Web Content Widget

To successfully embed information from external sources, make sure that you have the correct link or embed code. Below you'll find steps on how to obtain this from various sources.

IMPORTANT: Certain applications require that you publish content to the web in order to obtain the required embed code. This means that you may expose otherwise private documentation to anyone who obtains the link themselves. Please consider the security and privacy of your files before going through the steps below.

Video Media Content

Vimeo

  1. Go to the video that you want to embed
  2. Click the paper airplane icon on the right side of the video player.
  3. Copy the embed code, embed link or URL and paste it into the Web Content widget field.

YouTube

  1. Navigate to the video you want to embed and copy the URL. 
  2. Paste it into the Web Content widget field.

Google

    Google Docs, Slides and Sheets

    1. Navigate to the Google Doc, slide or sheet you want to embed.
    2. Select File > Publish to the Web.
    3. If the content is not already published, click the Publish button. (Otherwise, you'll be taken directly to the embed screen.)

      NOTE: You can restrict who can view the Google content on the dashboard by checking the box for Require Viewers to sign in. This will require people to sign in on the Smartsheet dashboard with their Google credentials to see the content.
       
    4. Select Embed.
    5. Copy the embed code and paste it into the Web Content widget field.

    Google Maps 

    Use the steps for Embed a map or directions in this Google maps help article.

    Microsoft

    Bing Maps

    1. In the top bar, click More > Share.
    2. Click Embed.
    3. Change options as desired, and click Generate Code.
    4. Copy the embed code and paste it into the Web Content widget field.

    Microsoft Power BI

    1. Go to a workspace and then to the report that you can edit that you want to embed. 
    2. Click File > Publish to Web.
       
      NOTE: Depending on your BI configuration, you may have to instead click Create Embed Code and select Publish.
       
    3. Copy the embed code or link provided and paste it into the Web Content widget field.

    Microsoft PowerPoint Online

    1. Open your presentation in PowerPoint Online. 
    2. On the File tab, click Share > Embed.
    3. Copy the embed code and paste it into the Web Content widget field.

    Microsoft Excel Online

    1. Open the Excel Online file you want to embed.
    2. On the File tab, click Share > Embed. 
    3. Copy the embed code and paste it into the Web Content widget field.

    Microsoft Word Online

    1. Open the document and select File > Share > Embed.
    2. Click Generate.

      NOTE: You can click the arrow next to Interaction to configure settings for what people are allowed do with the embedded view of the document.
       
    3. Copy the embed code and paste it into the Web Content widget field.

    Tableau Online

    1. Open the Tableau content that you want to embed and click Share.
    2. Copy the link (not the embed code which contains <script> tags).
    3. Paste the link into the Web Content widget field.

    NOTES:

    • Only embedding from Tableau Cloud is supported.
    • Smartsheet will accept iFrame code only (the embed code, which contains <script> tags, is not supported)
    • To customize which specific charts you want visible, resize the widget while in edit mode (click-and-drag from the bottom-right corner of the widget)
    • Edit the arrangement of charts in Tableau directly to put important charts higher up in the widget
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