Docs.
Guides that ship.
Real setup flows taken straight from the product — connect a BI tool, scope dashboards with row-level security, drop the embed into your app. Every step is what you’ll actually do, with the exact field names and JSON shapes.
Each guide walks through a real setup step by step: connecting your BI tool, creating tenants, applying row-level security, and embedding dashboards in your app or portal. Start with the guide for your BI platform. Most teams have their first dashboard live in about an hour.
Every guide covers the settings you need on the BI side, such as a Connected App in Tableau or an Azure AD app registration for Power BI, along with the matching steps in Embedportal. If you get stuck, contact our team and we will help you work through your setup.
The guides below cover Tableau, Power BI, and Amazon QuickSight, with each one showing the exact fields to copy, where to paste them, and how to confirm the connection works. Once your BI tool is connected, the same steps apply to every tenant you add, so you can add new tenants and share dashboards from Embedportal without rebuilding the connection.
Integrations · Tableau
How to embed Tableau into Embedportal
The six-step setup from the product — create a Connected App in Tableau Cloud or Server, configure the domain allowlist, copy the Client ID / Secret ID / Secret Value, paste your server and site details, and set the service-account username.
8 min read
Updated 2026-04-17
Integrations · Power BI
How to embed Power BI into Embedportal
Six steps. Register an Azure AD app, copy the Client ID and Tenant ID, create a client secret, grant Power BI API permissions, enable service-principal access in your tenant, and assign the principal to a workspace.
10 min read
Updated 2026-04-17
Integrations · QuickSight
How to embed Amazon QuickSight into Embedportal
Four steps. Deploy one CloudFormation stack that creates an IAM role Embedportal can assume with your Organization ID as External ID, copy the Role ARN from the Outputs tab, paste it in.
8 min read
Updated 2026-04-17
Security · RLS
Row-level security for embedded dashboards
How to scope rows per tenant, region, role or any custom attribute — then forward those filters into Tableau User Filters, Power BI Effective Identities, or QuickSight session tags automatically. Includes the calculated-field formulas to paste into your workbook.
10 min read
Updated 2026-04-17