Customer Facing Dashboards Using Embedding From A BI Tool With User Provisioning

[Joshua Jordan]

I am researching methods of creating a client facing portal specifically for embedding dashboards from a BI tool, and potentially reporting on JSM tickets as well.  I know you can embed reports in Confluence from BI tools (Databricks, Tableau, Power BI), but I'm unsure how user provisioning would work for security.  I'm also curious about using tools like Refine to make a JSM Portal and Confluence look more on brand. Any suggestions on how to implement the above request?

[Kris Klima _K15t_]

Hi @Joshua Jordan 

Since you're worried about access and security, I presume that you don't want to expose your BI analytics to the wide public.

In my previous job, I was regularly embedding 'third party' stuff in Confluence using the iframe macro - including content that required login to be accessed. It worked providing both Confluence and that external content source were governed by the same authorization method - in my case, SAML SSO.

For branding, I used Scroll Sites to build a documentation center which was behind the same SSO. It was the internal-only version of this public site https://docs.emplifi.io/platform/latest/home/ (built with the same app from a single Confluence space).

A site built with Scroll Sites is independent of Confluence (Atlassian) login - access is controlled solely by your SSO, which means it can reconcile logins into two environments under the same SSO.

(A collateral benefit is that readers do need a Confluence seat to access the content in a Scroll Site providing they're provisioned within your SAML SSO).

Having said that - not all SSO tools are created equals, there are SSO setup specifics, and you may need to use a specific embed link from your BI tool. Browser settings and extensions might interfere. But it is definitely possible.

And yes, Scroll Sites supports integration with JSM.

Disclaimer: I now work for company that makes the said Scroll Sites app, K15t. I joined after actively using and deploying K15t apps for about 10 years.

Edit: I actually wrote a community article on a similar topic almost two years ago, basically a specific way of embedding non-public Google Slides as a proper presentation that also works in Scroll Sites (the article refers to Scroll Viewport which is the old name for the app).