Configure the Embedded Analysis

Embedded Analysis was originally developed to support Microsoft Power BI dashboards, but it also works with any platform that provides a secure embed code or URL.

Use it to display dashboards, static web pages, or other online content – such as reference guides or internal wikis – to provide context, KPIs, or summaries relevant to your reconciliation data.

Before you begin:

  • Make sure you have URL for the dashboard or web page you want to embed. Refer to the platform's documentation for how to generate the URL if required.
  • Ensure the dashboard or web page is securely shared and accessible to the intended users.

Activity Steps

  1. Open the Embedded Analysis Screen.
  2. Click the Edit Settings or Configure View icon (depending on your version) on the right hand toolbar.

    The Configure View panel displays.

  3. Paste the URL into the input field.
  4. Click Apply or Apply and Close.

    Your dashboard or web page displays in Reconcilor.

  5. To save this embedded analysis configuration, see Save a Configuration.

    If saved as a global configuration, the embedded analysis is visible to users with the required permissions.