How-To Guides - Embedding maps and dashboards in ClearPoint | Scribe

    How-To Guides - Embedding maps and dashboards in ClearPoint

    • Fernando Montenegro |
    • 0 step |
    • 2 minutes
    Start by logging into ClearPoint Strategy at [app.clearpointstrategy.com/#/home](http://app.clearpointstrategy.com/#/home)

    Copying the embed code

    Map embed codes

    Most mapping software applications make it easy to get embed codes that will allow you to share your maps. You can find instructions for accessing these embed codes by clicking on the links below. - [Google MyMaps](https://support.google.com/mymaps/answer/3109452?co=GENIE.Platform%3DDesktop&hl=en) - [arcGIS](https://doc.arcgis.com/en/arcgis-online/share-maps/embed-maps-groups.htm)

    Dashboard embed codes

    Dashboard platforms, such as PowerBI and Tableau, make it easy to get embed codes that will allow you to share your dashboards. - [PowerBI](https://docs.microsoft.com/en-us/power-bi/collaborate-share/service-embed-secure) - Copy the <iframe> link. - [Tableau](https://help.tableau.com/current/pro/desktop/en-us/embed_code.htm) - Use the instructions under “Specify the View URL.”

    Embedding the link in ClearPoint

    **Add a Custom Field** For step-by-step instructions please visit our Help Center article Custom Fields.
    - From the Control Panel click on **System Settings** - Select **System Setup** - Click on **Custom Fields**
    - On the Scorecard tab click on the **Plus icon** - Under **Custom Field Name**, enter the name of the new custom field, in this example, ‘ClearPoint Strategy Map’. - Under **Field Type** select **HTML with Data** - Once you are done with your changes, click **Save**
    **Using the Custom Field in the Scorecard Summary Report**
    - Select **Scorecards & Elements** from the Control Panel - Choose **Manage Reports** - Click on **Scorecard Reports** - Select the **Scorecard** we are going to be working with, in this example, ‘Manager Home Page’.
    - Click the **edit Pencil icon** - Locate the **custom field** created in the step above and click the Plus icon to add it to the layout - **Drag and drop** the custom field in the desired location - Click **Save**
    - **Double-click** on the custom field on the Scorecard page - Click on **Additional toolbar items** - Select the **HTML Editor icon <>**
    - **Paste** in the embed code you copied from your mapping or dashboard software - Click on **Close**, you will see a preview of the map - Mark the **green check** to **Save** your changes - You will see the interactive map on the **Scorecard Summary Report page**
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