Embed Experience

Basic users experience all of Pyramid's core functionality for all of their Pyramid content embedded in third-party web applications. Pyramid allows you to perform interactive query functions directly from the right-click context menu for queries. The various query functions allow the user to change the way a query resolves a data set result (and its related visualization). Embedded users also have access to built-in presentation menus and panel tools for presentations.

Interactive Query Functions

Right-click on the cells, columns, headers, legends or segments of the visual to access interactive query functions. The pop-up menu differs depending on whether a member or value is selected:


  • Drill Down, Drill Up, and Drill to Level - Drill functions allow users to move between different levels of a user hierarchy
  • Expand and Collapse - Expand and Collapse allows users to hide and show multiple levels of the hierarchy in a grid visualization
  • Dice, Add, and Swap - Dicing allow users to 'drill across' from a chosen element into another hierarchy. The Add and Swap menus offer variations of Dice, to inject and replace hierarchies.
  • Member and Data Point Selection - Selection tools allow users to easily and intuitively select elements and data points for analysis directly from visualizations
  • Quick Sort - Sorting allows the user to choose the order in which data and items are presented in a visualization
  • Quick Filter - Filtering allows the user to numerically filter data and items in queries
  • Pivot - Pivot allows the user to rotate selections between drop zones in your query design
  • Print - Totals allow users to add totaling to their grids to add context and information to the report.
  • OData - Copy a URL or snippet to your clipboard that allows results to be read into another client's technology.
  • Copy - Copy the data point or data in a grid to the clipboard so it can be pasted into a spreadsheet or document.
  • Actions - Actions allows users to launch actions that have been configured.
  • Chat - Launch the Chatbot and interact with your Embedded Visual.

Presentation Menus and Panel Tools

Presentation Menu Options

Access the presentation menu from the hamburger menu in the upper left-hand corner of the slide when viewing the presentation at runtime.

  • Re-Run Queries: re-run the queries in the visuals.
  • Undo: undo the previous action.
  • Redo: redo the previous action.
  • Reset: undo all changes to reset the presentation - be sure to reset before exporting, as interactions at runtime will be reflected in the exported presentation.
  • Multi-Highlight Mode: enable cross-highlighting of visuals by multiple member elements or data points.
  • Print: open the Print & Export dialog.
  • Help: go to the user help.

Panel Tools

When a presentation is launched at runtime, a selection of panel tools is available for each visual:

  • Smart Insights: Generates AI-automated analysis of a given query, with the output returned in natural language.
  • Natural Language Querying Chat: (NLQ) Allows users to easily interact with visualizations in an intuitive way with plain English.
  • Auto Lasso Tool: use the dynamic lasso selection tool if cross-filters for your visuals have been configured. The affected visuals will be filtered by the selected data points.
  • Lasso Selection Tool: use this to select multiple data points, and then interact with them
  • Full-Screen: click the full-screen icon to full-screen the specified visual

Other Topics