Embed Smartsheet items and external content in your dashboards using the web content widget.
USM Content
Embed content
Smartsheet content
You can embed content from Smartsheet into your dashboards. The following table provides instructions on how to embed each item.
Item | How to embed it |
|---|---|
| Sheets and reports | Get the URL or embed code of a sheet or report
In the Embed Code section, copy the embed code (iframe). |
| Forms | Get the URL of a form
|
| Calendar App | Get the URL of a Calendar App
|
| Dynamic View | Get the URL of a Dynamic View*
*You must share the dashboard and the underlying Dynamic View with anyone who should access the embedded Dynamic View. |
Resource Management pages Embed the following Resource Management pages in your dashboard:
| Get the URL of other Resource Management pages
|
| Resource Management reports | Get the URL of a Resource Management report
If you want to embed the Analytics page, copy the previous section's URL. |
To see the view on your dashboard, dashboard viewers must have a Resource Management account.
To access the view on your dashboard, you may need to sign out and then sign in again to Resource Management.
External content
The following table provides an overview of the external content you can embed, along with instructions on how to do so.
External source | Content to embed | How to embed content into Smartsheet |
|---|---|---|
| Vimeo | URLs | Use these resources to learn how to embed Vimeo content in your Smartsheet dashboard: |
| YouTube | URLs | The YouTube Help Center can help you understand how to embed videos and playlists in your Smartsheet dashboard. |
Embed the following Google content in your dashboard:
| To get the URL of a Google file, calendar, or map Use these resources to learn how to embed content from Google: | |
| Microsoft | Embed the following Microsoft content in your dashboard:
| To embed your Microsoft files in a dashboard Use these resources to learn how to embed content from Microsoft:
Microsoft Power BI Review how to embed Microsoft Power BI reports in your dashboard. SharePoint |
| Tableau | Tableau Online embedding is supported only from the cloud Tableau Online app. Tableau on a self-hosted server and Tableau public links aren't supported. Web content widgets on Smartsheet dashboards accept only iframe codes. The embed code includes a <script> tag. | To customize which Tableau charts you want visible Resize the widget. If a chart is at the bottom, edit the Tableau dashboard itself to make that specific chart the only visible one. Then, move that chart to the top. To embed Tableau content in your dashboard See the Embed Views and Metrics page in Tableau Help. |
| Adobe XD Creative Cloud | Embed URLs | Read the following steps to learn how to embed Adobe XD prototypes in your dashboard: |
| Domo | Embed URLs | Check out Domo’s Knowledge Base to learn how to embed Domo content in your dashboard. |
| Lucidchart | Embed URLs | Check out Lucidchart’s Help center to learn how to embed your Lucidchart content in your dashboard. |
| Prezi | Embed URLs | Check out Prezi’s Support Center to learn how to embed your Prezi Present content in your dashboard. |
| Mapsly | Embed URLs | Mapsly is an interactive map with your Smartsheet data that can be embedded into a Smartsheet dashboard. (Learn how here.) |
| Figma | Embed URLs | Use these resources to learn how to embed content from Figma |
| Miro boards | Embed URLs | Review How to embed Miro boards |
| Lucidspark | Embed URLs | Use these resources to learn how to embed a Lucid document |
| Scribe | Embed URLs | Learn how to add step-by-step walkthroughs to your dashboard by embedding Scribes and Pages |
You can also embed Smartsheet and external content in collections in workspaces and in WorkApps.
Data security best practices
- Consider the security and privacy of your items.
- Remember that you may need to publish content to the web to get the required embed code for some applications. This may expose private documentation to anyone who has the link.
- Use the correct link or embed code to successfully include external sources.
- For forms, use the form URL instead of an embed code (iframe).
- Use the share link and an incognito window to test the privacy settings of web content widgets in your dashboard.
- Some browsers, such as Chrome, may prompt you to enable third-party cookies in incognito mode to access embedded content, for example, when viewing published Word documents.
Double-check the privacy settings of content in any Microsoft 365 app
Let's say you have a Microsoft 365 file with restricted settings on one dashboard. Then, you use the same Microsoft 365 file on a separate dashboard, but with public settings enabled. The Microsoft file reverts to the public setting in all instances according to Microsoft's permission settings.
To keep your content private, do either of the following:
- Use the embed code for all instances of the content
- Create a copy of the content and extract a separate public link, so that you can maintain one private and one public version
To confirm that your content is at the proper security setting before sharing it widely, test your dashboard by publishing it and viewing it in an Incognito browser window or sharing it with another Smartsheet account.