This article only applies to Squared Up Version 2.0. If you're looking for help with Squared Up Version 3.0, please visit our new knowledge base

Squared Up dashboards can be published to SharePoint in a few simple steps. We recommend running SharePoint 2013 or alternatively SharePoint running in Office 365. You may find this video tutorial helpful.

1. Configure Squared Up to use Windows Integrated Authentication

By default, Squared Up uses forms-based authentication. This required the user to enter a username and password to logon which is not suitable for embedding Squared Up dashboards into SharePoint.

To configure Windows Integrated Authentication, follow the steps in this article.

2. Create the URL for the embedded dashboard

In this step, you will create the URL for the dashboard you want to embed in SharePoint.

First browse to the dashboard in Squared Up, then select the link icon at the top of the page:

We recommend using an Open Access (non-interactive) version of the dashboard.

To make the dashboard suitable for embedding into SharePoint, we need to remove the navigation bar, header and title (often called a 'tear off'). To do this, select the embed option:

For more information see Link Sharing

This URL can now be used to embed the dashboard into SharePoint, or any other web portal that supports iframes.

3. Add the dashboard to a SharePoint page

This step assumes some familiarity with creating SharePoint pages.

On the page where you want to embed the dashboard, insert a new Page Viewer web part:

Insert > Web Part > Media and Content > Page Viewer

In the Page Viewer web part properties, select Web Page and enter the URL from step 2.

You will also need to specify a fixed height such as 600 Pixels (selecting 'Auto adjust to fit zone' normally results in a small iFrame with scrollbars).

Click OK. Your Squared Up dashboard will now appear in the SharePoint page.

See also:

Link Sharing

Open Access