Real setup flows taken straight from the product — connect a BI tool, scope dashboards with row-level security, drop the embed into your app. Every step is what you’ll actually do, with the exact field names and JSON shapes.
The six-step setup from the product — create a Connected App in Tableau Cloud or Server, configure the domain allowlist, copy the Client ID / Secret ID / Secret Value, paste your server and site details, and set the service-account username.
→Six steps. Register an Azure AD app, copy the Client ID and Tenant ID, create a client secret, grant Power BI API permissions, enable service-principal access in your tenant, and assign the principal to a workspace.
→Four steps. Deploy one CloudFormation stack that creates an IAM role Embedportal can assume with your Organization ID as External ID, copy the Role ARN from the Outputs tab, paste it in.
→Two fields. Enable static embedding in Metabase, copy the 64-character secret key, paste your site URL. Works on Metabase Open Source, Enterprise, and Metabase Cloud.
→How to scope rows per tenant, region, role or any custom attribute — then forward those filters into Tableau User Filters, Power BI Effective Identities, or QuickSight session tags automatically. Includes the calculated-field formulas to paste into your workbook.
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