Embedded report showing 'Save As' to the owner of the report instead of Edit

I have an embedded workbook, where the user is the owner. It’s in their My Documents folder.

When I load the embedded report, it displays the Save As button.
In the lower left folder menu, it says ‘Original Analysis’ instead of the owner’s Email or ‘you are the owner’.
However, if I use that menu to change to a different document, then navigate back to the initial document, I’m presented with the Edit button and the owner’s email in the menu.

Is there an embed parameter that I’m missing by chance? Or maybe I’m not clear on the ‘Original Analysis’ state that it seems to be loading into.

Thanks in advance!

After looking at my screenshots, I may have spotted the difference. Our Embed is linked to Page 1 of the workbook. I’m guessing this isn’t considered the same as linking to the Workbook itself, like we’re seeing after using the menu to change the workbooks.

If we link our embed to the workbook itself, can we hide the Pages tabs?


Edit: I changed the Embed to point at the entire workbook, so I see multiple pages, but the Save As/Edit behavior seems to be unaffected. Rats.

Hi Nick, welcome to Sigma Community!

Just to make sure we’re on the same page here, are you using user-backed embedding, or application embedding?

You should be able to hide the page in the workbook from the page’s carat menu:
Screenshot 2023-05-24 at 1.16.25 PM
This is effective for application embedding.

If you are doing user backed, and don’t want the folder navigation stuff to appear at all, that can be achieved by specifying hide_folder_navigation as documented in
the User-Backed Embedding doc page.

Please let me know if I’ve missed the mark on what you’re trying to do here!


oh, show_footer might also be a relevant embed parameter for you.

Hi Nathan,
Yes, we’re using User-backed embedding.
The primary concern is the displaying of the Save As button instead of Edit, for a report owned by that user. Regardless of if we link the embed to Page 1 or the entire workbook.

So we don’t want to hide the entire footer, but we can deal with hiding the subsequent pages if we need to link to the entire workbook.

Hey, Nick! I was looking into this with Nathan, and I think this might possibly be a bug, but there’s a few questions I have:

  1. When you create the embed link, are you passing an additional workbook path to it, or just the /embed/{embedId} path?
  2. How did you navigate back to the original document?
  3. The user with the workbook in their My Documents folder, is that an embed user or an internal user?
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Hey James, thanks for the response.

  1. we’re not passing a workbookID, just /embed/{embedID}
  2. I use the Folder menu > My Documents to head to a different report (Aging Copy Test 1 (1)) then I use the same method to go back to the original embedded report, Aging Copy Test 1. Forgive me for the awful naming, no one else was supposed to see this :upside_down_face:
  3. It’s an embedded user.

Ah, then this is how it’s supposed to work. The “Original Analysis” in this case is the workbook that you created the embed of, so it will match the published version you see inside of Sigma. So when you navigated to the item in the user’s My Documents, it was actually a different copy.

Does that clear things up?

That does make sense, but from your response, I gather that I can pass the workbookID to view the actual user’s copy and have the Edit button displayed?
Would that be as a URL Param or a different endpoint? Any example would be super appreciated. It sounds like my desired result is possible.

Yeah, correct. It’s a relatively new feature that we’re still in the process of documenting, but you can add /workbook/{workbookId in base62} to the path, and it will open in that workbook.

For example: embed/7DgWFmZ1TvgOtFq7HZTbdy/workbook/2ZsljW8OzoOLHltKaeFYG5.

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Thanks James, that did the trick. It loads directly into the workbook itself, thus showing the Edit button to the owner.
This isn’t surprising and is probably inevitable, but it looks like it still shows all of the Pages even when the embed is set to Page 1. I assume there’s no workaround/setting to hide those when passing the workbookID along with the embed?

Yeah, that’s correct. We don’t currently have a way to open a single page or visualization this way.

Understood, that’s what I figured, but had to ask.
Thanks again James, you (and Nathan) have been very helpful.