Use Cases

Use cases for signed embed

Case: Utilizing Embedded Dashboards in Retail Support SaaS

Scenario

In a SaaS platform that supports retail store operations, we assume a need to embed dashboards within the SaaS to understand sales performance and KPIs for each store. This functionality allows store managers and area managers to view only information related to their stores when they log in.

Notebook Parameters

The notebook that serves as the source for signed embed is assumed to have the following parameters configured:

• tenant_id:

  • Tenant ID to which the logged-in user belongs

  • "Text input" type parameter

• store_id:

  • Store ID for which data is to be displayed

  • "Text select" type parameter, where options allow selection of store IDs within the tenant specified by tenant_id

• date_range:

  • Data aggregation period

  • "Date range" type parameter with a default value of relative dates spanning 7 days from the previous day

• product_category:

  • Product category for narrowing down data aggregation targets

  • "Text multi select" type parameter, with SQL conditions specified to display all product categories when none are selected

Configuration Example A: Using Signed Embed Forms

Prerequisite Notebook Design

• Security of data accessible to users is ensured by fixing tenant_id

  • SQL for data extraction always specifies tenant_id as a filter condition

  • For example, when extracting store data, both store_id and tenant_id are specified as filter conditions, preventing extraction of data from stores belonging to different tenants

• date_range and product_category are designed to allow arbitrary values

Parameter Configuration

• tenant_id: Fixed value for a server-side parameter

• store_id: Initial value for a server-side parameter

• date_range: Client-side parameter

• product_category: Client-side parameter

Flow to Display

1. Token issuance on server-side

   • Specify the user's tenant_id as a fixed value for a server-side parameter

   • Specify the store_id to display in the initial state as an initial value for a server-side parameter, selected from among the store_id values associated with tenant_id

2. Initial rendering process on front-end

   • When sending the SET_TOKEN message, send the following client-side parameters together:

     • date_range is specified to reset to default value for relative date recalculation

     • product_category is specified with an empty array as the initial value

3. User dashboard operations

   • Users can change store_id, date_range, and product_category from the dashboard form

Configuration Example B: Managing Parameters on SaaS Front-end

Prerequisite Notebook Design

The same design as "Configuration Example A"

Parameter Configuration

• tenant_id: Fixed value for a server-side parameter

• store_id: Client-side parameter

• date_range: Client-side parameter

• product_category: Client-side parameter

Flow to Display

1. Token issuance on server-side

   • Specify the user's tenant_id as a fixed value for a server-side parameter

2. Initial rendering process on front-end

   • When sending the SET_TOKEN message, send the following client-side options together:

     • Since parameters are managed on the SaaS side, specify the option to hide the parameter form (displayOptions.hideParamsForm = true)

     • Specify values managed on the SaaS side for store_id, date_range, and product_category

3. User dashboard operations

   • When changing dashboard display conditions due to changes in conditions managed on the SaaS side, follow these steps:

   • Reuse the token used in the initial rendering process and resend the SET_TOKEN message with updated client-side options

     • By resending the SET_TOKEN message, the dashboard is redrawn based on the newly sent client-side options

     • The client-side parameters sent at this time must include all items (store_id, date_range, product_category), not just the differences

     • When the same user uses the same fixed value for a server-side parameter, token reuse is possible (note the expiration time)

Configuration Example C: Updating Server-side Fixed Values

Prerequisite Notebook Design

• Security of data accessible to users is ensured by fixing both tenant_id and store_id

  • Unlike "Configuration Example A", this assumes a case where store_id needs to be fixed on the server-side

• date_range and product_category are designed to allow arbitrary values, same as "Configuration Example A"

Parameter Configuration

• tenant_id: Fixed value for a server-side parameter

• store_id: Fixed value for a server-side parameter

• date_range: Client-side parameter

• product_category: Client-side parameter

Flow to Display

1. Token issuance on server-side

   • Specify the user's tenant_id and the store_id to display in the initial state as fixed values for server-side parameters

2. Initial rendering process on front-end

   • When sending the SET_TOKEN message, send the following client-side parameters together:

     • date_range is specified to reset to default value for relative date recalculation

     • product_category is specified with an empty array as the initial value

3. User dashboard operations

   • Since store_id is a fixed value for a server-side parameter, it cannot be changed from the dashboard form, and the SaaS side needs to manage store_id and provide a form for changing the target store

   • When redrawing the dashboard by changing store_id based on user operations, follow these steps:

   • Issue a new token to the server-side specifying the new store_id, and send the SET_TOKEN message with the new token and client-side parameters

     • To change fixed values for server-side parameters, token reissuance is required

     • Client-side parameters must include all items (date_range, product_category), not just the differences

       • To preserve date_range or product_category changed by user operations, record the PARAM_CHANGED messages sent from the iframe and send them during redrawing

   • For date_range and product_category, users can change the display content from the dashboard form