Platform analytics in ServiceNow and SharePoint

[kbkrabbenhoft]

I have a process tool in SharePoint. How can I connect to a Platform analytics dashboard

[Vikram Reddy]

Hello @kbkrabbenhoft,

I'll assume you mean embedding a live Platform Analytics dashboard inside a SharePoint page rather than exporting a static snapshot, since that's the setup this actually applies to.

The mechanism is a plain iframe pointed at the dashboard's URL, there's no native SharePoint connector for this. Open the dashboard, use the "Copy dashboard URL" option, and you'll get a link in the pa_dashboards.do?sys_id=... format. That link is what you drop into an Embed webpart on the SharePoint page.

In practice two things trip people up before it actually renders:

• The glide.set_x_frame_options system property is true by default on every instance, and it sends an X-Frame-Options: SAMEORIGIN header on UI pages. That header stops any browser from rendering the page in an iframe on a different domain, so SharePoint just shows a blank frame until this is addressed. It's clickjacking protection, so don't flip it off globally, get your ServiceNow admin to scope it or weigh the tradeoff first.
• Whoever views the SharePoint page needs to already be logged into the ServiceNow instance in that browser, and needs read access through the dashboard's sharing/permissions settings. An iframe doesn't bypass authentication, it just renders whatever that logged-in user is entitled to see, so an unauthenticated viewer gets a login redirect inside the frame instead of the dashboard.
• SharePoint's own content security policy can independently block the frame even after ServiceNow allows it, so test with one dashboard before rolling this out broadly.

If the X-Frame restriction is a hard no for your security team, the more realistic path is pulling the dashboard data out via a scheduled report or the Reporting API and surfacing it as a Power BI or Excel embed in SharePoint instead, since that sidesteps the iframe problem entirely.

Thank you,
Vikram Karety
Octigo Solutions INC