How-To Guides – Embedding Maps and Dashboards in ClearPoint

Learn how to embed interactive maps and dashboards from tools like Power BI, Tableau, or Google Maps into ClearPoint.

Fernando Montenegro
9 steps
18 seconds

Clearpointstrategy

You can embed interactive **maps** and **dashboards** from tools like **Google Maps**, **ArcGIS**, **Power BI**, or **Tableau** directly in ClearPoint.\ Embedding visual content allows you to display live, dynamic data without leaving your ClearPoint account—making your reports more interactive and insightful.

Copying the Embed Code

Map Embed Codes

Most mapping tools provide simple embed options. Use the links below to find instructions for your platform: - [**Google MyMaps**](https://support.google.com/mymaps/answer/3109452?co=GENIE.Platform%3DDesktop&hl=en) – Copy the provided `<iframe>` embed code. - [**ArcGIS**](https://doc.arcgis.com/en/arcgis-online/share-maps/embed-maps-groups.htm) – Use the “Share” or “Embed” option to generate the HTML embed link. 💡 *Make sure your map’s sharing permissions are set to public or accessible to your intended viewers.*

Dashboard Embed Codes

Common dashboard platforms like **Power BI** and **Tableau** also support embed links. - [**Power BI**](https://learn.microsoft.com/en-us/power-bi/collaborate-share/service-embed-secure)**:** Copy the `<iframe>` embed link from the Share or Publish to Web settings. - [**Tableau**](https://help.tableau.com/current/api/embedding_api/en-us/docs/embedding_api_basic.html)**:** Use the “Share” option, then copy the **View URL** from the **Embed Code** section. 📘 *For security, confirm that embedded dashboards follow your organization’s publishing and sharing policies.*

Adding a Custom Field in ClearPoint

Before embedding your map or dashboard, create a **Custom Field** to display the content in a Scorecard page. From the top navigation, click **System Setup** > **Customization**.

1. Click **+ Add Custom Field**. 2. Enter a **Field Name** (e.g., *ClearPoint Strategy Map*). 3. Select the **Element Type** (Scorecard). 4. Set **Field Type** to (HTML with Data). 5. Select the **Scorecards**. 6. Click **Save**.

💡 *The HTML with Data field type allows you to embed and display interactive content such as charts, dashboards, or maps.*

Adding the Custom Field to a Scorecard Summary Page

1. Navigate to **Reports > Scorecard Reports**. 2. Open the **Scorecard Reports** tab. 3. Select the Scorecard you want to edit (e.g., *Manager Home Page*).

1. Click the **kebab menu (⋮)** and select **Edit Layout**.

1. In the layout, click **Add Card** and select the **Data Grid** custom field you created. 2. Drag and drop it to the desired location on the layout. 3. Click **Save Layout**.