Best Practices Incorta Rich Text

[GalalOuda]

Introduction

The Rich Text Insight is a new Incorta insight that enables users to add rich text content to their dashboards. The rich text visualization gives you access to a What-You-See-Is-What-You-Get (WYSIWYG) text editor. Incorta stores the rich text visualization as HTML for the insight.

 

What you should know before reading this article

• Incorta Basics for Business Users

 

Let’s Go

Users can embed and format many kinds of content within the rich text insight and, as the name implies, create a richer experience for users using images and fine control of text elements..

Rich Text use cases 

Rich text is a very flexible component allowing users to create and format content in many ways. Some usages for rich text are:

• Provide textual illustration and notes to the dashboard viewer that can make understanding the dashboard message easier.

• Provide URLs to other related dashboards and enable an extended and full story across different dashboards.

• Use iFrames which allows you to embed external content and web pages. This will allow them to view content such as youtube videos, company web sites, and social media content.

(Eg: one of our biggest customers is interested in live weather feeds so they used an iFrame to embed a live feed into a dashboard) 

You can embed video content from youtube.

Example Code:

‘<iframe width="560" height="315" src="https://www.youtube.com/embed/NS05oAGyTRs" title="YouTube video player" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture" allowfullscreen></iframe>’

• Add slides, images, and many more content types to incorta.

 

Related Material

• Incorta Documentation | Rich Text
• Incorta Visualizations

[michael_ross]

Embedding of Google Drive content using iFrames in a Rich Text Insight opens up some interesting options. A user could embed a Google Slides presentation on an Incorta Dashboard so they could quickly go between showing the slide content and interactive Incorta Insights. This could make the presentation more engaging by incorporating live looks at the data instead of relying on static charts in a slide deck.

Incorta's Google Drive connector allows users to load data from Google Sheets. Embedding an editable Google Sheet into a Rich Text Insight would allow users to collaborate on data entry from within Incorta itself. An Incorta Schema built off that Sheet could be refreshed so Incorta is loaded with the most recent changes. This could be useful in a scenario where users want to add additional commentary to certain data points. A user could write a comment in the embedded Sheet, load that data into an Incorta Table, and share that commentary with other users on a Dashboard without ever leaving the Incorta user interface.

[JoeM]

Great add @michael_ross !