Documentation/Using the platform

Embeds

Place live Revolution RE dashboards and reports inside other websites, portals and spreadsheets.

All documentation pages
On this page
  1. Embedding a dashboard
  2. Embedding a report
  3. Restricting to certain properties
  4. Live data in spreadsheets

Embedding works in two directions, and the two are easy to confuse:

DirectionUse it to
Embed linkRevolution RE → somewhere elsePut a live dashboard or report inside a website, portal or spreadsheet
iFrame cardSomewhere else → Revolution REShow another web page inside one of your dashboards — see Adding cards
Treat an embed link like a password

An embed link opens without anyone logging in. Whoever has the link can see the data it shows, so share it only where it belongs, and restrict it to specific properties when you can.

Embedding a dashboard

Create a dashboard embed link

  1. Open the dashboard from the homepage.
  2. Select Embed dashboard (</>).
  3. Select Create a new link.
  4. Copy the link and paste it where the dashboard should appear.

Embedding a report

Create a report embed link

  1. Open the report from Reports.
  2. Select Embed report (</>) at the top right.
  3. Choose Embedded CSV, then the sheet to embed.
  4. Select Create a new link and copy it.

Restricting an embed to certain properties

A single embed link can show different properties to different audiences.

  1. Create the embed link from a dashboard or report showing all properties.
  2. Select Restrict properties — the door icon shows as closed.
  3. Copy the link and add ?properties= followed by the property codes, separated by commas: ?properties=res71221,res74451.

Property codes are in the Code column of the property table.

Live data in Google Sheets or Excel

A report's Embedded CSV link can feed a spreadsheet that refreshes with live data.

Build a filterable sheet

  1. Copy the report's Embedded CSV link and paste it into the first cell of your spreadsheet template.
  2. In Reports, open the Library report Property List with IDs, create its Embedded CSV link, and paste it into the template's Property List URL cell.
  3. Check the Property List Property ID tab has filled in — it drives the lookup.
  4. The All tab pulls the full report data.
  5. Pick a property from the drop-down in cell A3. A VLOOKUP against the property list filters the values to that property.

Need help? Ask Merlin from Help inside the app, email support@revolutionre.com, or use Help → Submit a request.

Contact support

Step-by-step guides

Each guide below walks through one task on screen, one step at a time. Select a step in the guide to move through it, or use the arrows. The questions under each guide answer what people most often ask about that task.

Dashboards

Using the platform / Embeds / Dashboards

Embed a dashboard

Put a live dashboard inside a website or portal with an embed link.

Common questions

How do I embed a dashboard in our website or portal?

Open the dashboard, select Embed dashboard (</>), select Create a new link, and paste the link where the dashboard should appear.

Is an embedded dashboard secure?

An embed link opens without anyone logging in. Treat it like a password, and restrict it to certain properties when you can.

Can I show only some properties?

Yes. See Restrict properties in an embedded report.

Example use cases

  • An owner shows a live dashboard in its investor portal.
  • An asset manager adds a dashboard to the company intranet.

Next: Restrict properties in an embedded report · Embed a report · Add an iframe to a dashboard

Reports

Using the platform / Embeds / Reports

Embed a report

Create a live link to a report's data for a spreadsheet or another site.

Common questions

How do I embed a report?

Open the report, select Embed report (</>) at the top right, choose Embedded CSV and the sheet, select Create a new link, and copy it.

Can I pull report data into a spreadsheet?

Yes. An Embedded CSV link can feed Google Sheets or Excel.

Does the embedded data stay current?

Yes. The link serves live data.

Example use cases

  • An analyst feeds a lender's workbook with live occupancy.
  • An asset manager pulls report data into a financial model.

Next: Restrict properties in an embedded report · Use embedded reports in Google Sheets · Complete a sheet

Access control

Using the platform / Embeds / Access control

Restrict properties in an embedded report

Use one embed link to show different properties to different audiences.

Common questions

How do I limit an embed to certain properties?

Create the link from a dashboard or report showing all properties, select Restrict properties so the door icon shows as closed, then add ?properties= and the property codes, separated by commas.

Where do I find property codes?

In the Code column of the property table.

Can one link serve different audiences?

Yes. Change the property codes at the end of the link for each audience.

Example use cases

  • An owner gives each investor a link showing only their properties.
  • A management company shares one property's data with its owner.

Next: View the property table · Embed a report · Embed a dashboard

Google Sheets

Using the platform / Embeds / Google Sheets

Use embedded reports in Google Sheets

Feed a Google Sheets (or Excel) template with live report data, filterable by property.

Common questions

How do I get live data into Google Sheets?

Paste the report's Embedded CSV link into the first cell of your spreadsheet template.

How do I filter the sheet to one property?

Create an Embedded CSV link for the Library report Property List with IDs and paste it into the template's Property List URL cell. Then pick a property from the drop-down in cell A3.

Does it work in Excel too?

Yes. The Embedded CSV link can feed Excel as well.

Why is my sheet empty?

Check that the Property List Property ID tab has filled in. It drives the lookup.

Example use cases

  • An analyst builds a live property picker in Google Sheets for the investment committee.
  • Finance links a budget workbook to live occupancy.

Next: Embed a report · Restrict properties in an embedded report