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docs: document embed header controls and standalone explorations - #11673

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Aug 27, 2026
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docs: document embed header controls and standalone explorations#11673
vasilev-alex merged 6 commits into
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docs/embed-header-controls-and-explorations

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Check List

  • Docs have been added / updated if required

Description of changes

Two independent documentation updates:

  1. Embedded dashboards can now hide individual header controls (the whole bar, back button, title, edit action, or duplicate action) via five new URL parameters on the embed iframe. Documents the parameters, their defaults, and the precedence rule for the edit action, on the Dashboards embedding page, with a short pointer from the Creator Mode page.
  2. Saving a query or analysis without attaching it to a workbook creates a standalone exploration — the same kind of object as a workbook report, just not filed inside one. This is what the workspace browser and the Excel/Google Sheets add-ins list. Clarifies the report/exploration relationship once (on the Explore page) and links to it from Analytics Chat, Workbooks, Python analysis, and the MCP server's createReport tool docs, instead of leaving the two terms used inconsistently.

Both changes are surgical edits to existing sections — no new pages or navigation entries.


Generated by Claude Code

- Add URL parameters for hiding individual embedded-dashboard header
  controls (title, back button, edit, duplicate, or the whole bar), with
  a pointer from the Creator Mode page.
- Clarify that a saved item without a workbook is a standalone
  exploration (the same object as a workbook report, just unfiled),
  documented consistently across Analytics Chat, Explore, Workbooks,
  Python analysis, and the MCP server's createReport tool.
@vasilev-alex
vasilev-alex requested a review from keydunov as a code owner August 27, 2026 20:34
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Claude finished @vasilev-alex's task in 2m 37s —— View job


Docs review — no blockers; 2 medium, 3 low, all inline

Full review — findings, verification notes, and checklist

Todo

  • Gather context (diff, surrounding sections, linked pages)
  • Classify request → code review, docs-only
  • Verify anchors and internal links
  • Check terminology consistency against Excel / Sheets / MCP pages
  • Post inline comments
  • Post summary

Verified clean

  • Anchors all resolve. #saving-explorations## Saving explorations (explore.mdx:50), #show-or-hide-header-controls → the new heading, #show-or-hide-the-ai-chatdashboards.mdx:102. Mintlify's slugger produces exactly these.
  • No navigation changes needed — no new pages, so docs.json correctly untouched.
  • Correct docs site. All seven files are under /docs-mintlify; the deprecated /docs tree is untouched, per CLAUDE.md.
  • The core clarification is the right call. Stating once, on explore.mdx, that an exploration and a workbook report are the same object differing only in whether a workbook is set — and then pointing the four consumers at it — is better than the previous state where createReport implied a workbook was mandatory. The createReport row (mcp-server.mdx:262) and explore.mdx now agree on the mechanism ("omit workbookId" / "leaving the workbook unset"), which is the part that actually had to match.
  • New section placement after ## Show or hide the AI chat groups the three URL/visibility switches together — reads well.

Findings

# Sev File Issue
1 Medium python-analysis.mdx:35 Claims a Python-analysis exploration is openable in Excel / Google Sheets; add-in docs describe saved reports as tabular results inserted at an anchor, with no mention of a code+stored-output payload. Also mixes "exploration" and "report" in one sentence, in the PR that exists to separate them.
2 Medium dashboards.mdx:150 The allowExport "fails closed" comparison misframes an opt-in feature flag as a safety property, and a typo must not silently strip… states design intent rather than behavior. The parsing rule above it is the part worth keeping.
3 Low dashboards.mdx:157 "no empty row or stray border left behind" is CSS-level trivia that a layout change silently invalidates. Separately: the interaction between showDashboardHeader=false and the four per-control parameters is left unspecified.
4 Low dashboards.mdx:138 The five params share the showDashboard* prefix with showDashboardChat, which is a Generate Session settings key — a reader will try settings: { showDashboardTitle: false }. The <Note> says the right thing but sits below where the mistake happens.
5 Low analytics-chat.mdx:19 Bullet is ~2× its siblings and embeds a how-to prompt string in a feature list.

Could not verify

Every behavioral claim in this PR — the five URL parameters and their defaults, the Edit-permission precedence rule, parameters surviving in-app navigation, createReport accepting an optional workbookId — describes Cube Cloud, which isn't in this repo (grep for createReport and showDashboard across packages/ and rust/ returns nothing). I checked internal consistency and link integrity only; the accuracy of the behavior needs an author or Cloud-team confirmation. The Excel/Sheets claim in finding #1 is the one I'd most want a second pair of eyes on.

I also did not run the Mintlify build or a link checker (no yarn install in this environment), so link validation was done by reading the target files rather than by tooling.

Adjacent, pre-existing — out of scope

/docs/workspace/saved-reports is linked from microsoft-excel.mdx:190, google-sheets.mdx:180, and playground.mdx:214, but no docs/workspace/ directory exists. Not introduced here; flagging since this PR touches the same terminology area.

· branch [`docs/embed-header-controls-and-explorations`](https://github.com/cube-js/cube/tree/docs/embed-header-controls-and-explorations)

Comment thread docs-mintlify/docs/explore-analyze/workbooks/python-analysis.mdx Outdated
Comment thread docs-mintlify/embedding/iframe/dashboards.mdx Outdated
Comment thread docs-mintlify/embedding/iframe/dashboards.mdx Outdated
Comment thread docs-mintlify/embedding/iframe/dashboards.mdx
Comment thread docs-mintlify/docs/explore-analyze/analytics-chat.mdx Outdated
- Simplify the allowExport comparison and drop CSS-level detail in favor
  of the actual precedence rule between showDashboardHeader and the
  per-control parameters.
- Call out that the header-control parameters are URL-only, not part of
  the Generate Session settings object, with a matching pointer from the
  API reference.
- Remove a claim that a saved Python analysis can be opened in Excel or
  Google Sheets — the add-ins render a report's raw SQL result, not a
  Python script's output, so that combination doesn't work.
- Trim a features-list bullet that had grown a how-to prompt inside it.
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Claude finished @vasilev-alex's task in 1m 8s —— View job


Re-review after 1081c3d — all 5 prior findings addressed; 1 low, inline

Full review — what changed, verification, remaining nits

Todo

  • Diff the new commit against the previously reviewed state
  • Check each of the 5 prior findings for resolution
  • Re-verify anchors and cross-links
  • Check for issues introduced by the new text
  • Post inline comment + summary

Prior findings — all resolved

# Prior issue Now
1 python-analysis.mdx — unverified Excel/Sheets claim + "exploration"/"report" mixed in one sentence Excel/Sheets clause dropped; sentence rewritten to "persists both the code and the run result" without re-introducing "report" ✅
2 allowExport "fails closed" framing + design-intent wording Replaced with a plain parsing comparison — and it matches dashboards.mdx:93-95, which does say only the literal true opts in ✅
3 CSS trivia ("no empty row or stray border") + unspecified showDashboardHeader interaction Trivia dropped; precedence now stated explicitly: showDashboardHeader=false overrides the other four ✅
4 showDashboard* prefix collision with the settings key showDashboardChat Fixed on both sides — a <Note> directly under the table, plus a reciprocal note at generate-session.mdx:82
5 Over-long Analytics Chat bullet with an embedded prompt string Trimmed to sibling length ✅

The five prior threads are already resolved, so nothing to clean up.

Verified

  • Anchors resolve. #show-or-hide-header-controls and #show-or-hide-the-ai-chatdashboards.mdx:132 / :102; #session-settingsgenerate-session.mdx:63; #saving-explorationsexplore.mdx:50; #allow-csv-export unchanged.
  • The allowExport comparison is internally accurate — I checked the target section rather than taking it on trust.
  • Two new <Note>s + the precedence paragraph are the right additions; the section now answers the three questions a reader actually arrives with (what parses as false, what wins, where can I set it).
  • Docs land in /docs-mintlify only; no docs.json change needed (no new pages).

Remaining — 1 low, posted inline

analytics-chat.mdx:16 — the Python bullet still reads "save it to a workbook as a re-runnable report" while the bullet three lines below (and python-analysis.mdx:35) now offer workbook-or-standalone. Last leftover of the terminology pass. Suggestion posted.

Also noted, not blocking: the section's second <Note> partly restates the first (both touch the settings-object / account-wide distinction). Readable as-is.

Still unverifiable here

Same caveat as the first pass: the five URL parameters, their defaults, the Edit-permission precedence, the parameters surviving in-app navigation, and createReport's optional workbookId all describe Cube Cloud, which isn't in this repo. The newly added claim that showDashboardHeader=false overrides the other four is a behavioral assertion I can't check either — it's the one I'd have an author confirm. I validated internal consistency and links by reading targets; no Mintlify build or link checker was run (no yarn install in this environment).

· branch [`docs/embed-header-controls-and-explorations`](https://github.com/cube-js/cube/tree/docs/embed-header-controls-and-explorations)

Comment thread docs-mintlify/docs/explore-analyze/analytics-chat.mdx Outdated
…erminology

Same list on the same page already said saved results can be a report or
a standalone exploration; the Python bullet still said "workbook" only.
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claude Bot commented Aug 27, 2026

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Claude finished @vasilev-alex's task in 1m 29s —— View job


Re-review after 2 new commits — no blockers; 2 low, both inline

Full review — what changed, verification notes, and checklist

Todo

  • Fetch and read the updated diff (2ac3388..HEAD)
  • List existing review threads; check which of my prior comments still apply
  • Verify anchors and internal links in the new content
  • Check the new text against docs-mintlify/CLAUDE.md conventions
  • Post inline comments
  • Post summary

Prior round: all five threads addressed

1081c3d and c735b55 resolved every finding from my last pass, and all five threads are already marked resolved — nothing to re-affirm. Notably, the Excel/Sheets claim was checked against the add-in code and dropped rather than reworded, which is the right outcome; the showDashboardHeader=false precedence gap and the Generate Session settings confusion both got explicit sentences.

Verified clean this round

  • Anchors resolve. #show-or-hide-header-controls and #show-or-hide-the-ai-chat both exist in dashboards.mdx (headings at lines 132 and 102); #session-settings exists in generate-session.mdx:63; #saving-explorations exists in explore.mdx:50.
  • Cross-link is bidirectional now. generate-session.mdx:82 points at the URL-parameter section and dashboards.mdx:155 points back at settings — a reader entering from either side lands in the right place.
  • Terminology is now internally consistent. Both analytics-chat.mdx bullets, python-analysis.mdx, workbooks/index.mdx, explore.mdx, and the createReport row all describe the same object with the same mechanism. That was the point of the PR and it holds.
  • Right docs tree, no nav changes needed — all eight files under /docs-mintlify, no new pages, so docs.json correctly untouched.

Findings

# Sev File Issue
1 Low python-analysis.mdx:37 Dangling relative pronoun introduced by my own last suggestion — removing "onto a report" left which then renders attached to "the run result".
2 Low dashboards.mdx:155-176 Two <Note> blocks 15 lines apart both contrast these params with showDashboardChat; CLAUDE.md asks to say it once. Suggested a merge.

Both are wording-level. Neither blocks merge.

Could not verify

Unchanged from last round: every behavioral claim here — the five URL parameters and their defaults, showDashboardHeader=false winning over the other four, the Edit-permission precedence, params surviving in-app navigation, createReport accepting an optional workbookId — describes Cube Cloud, which isn't in this repo. I checked internal consistency and link integrity only. The author confirmed the Excel/Sheets behavior against the add-in code last round; the rest still rests on author knowledge.

I did not run the Mintlify build or a link checker (no yarn install in this environment) — link validation was done by reading the target files.

· branch [`docs/embed-header-controls-and-explorations`](https://github.com/cube-js/cube/tree/docs/embed-header-controls-and-explorations)

Comment thread docs-mintlify/docs/explore-analyze/workbooks/python-analysis.mdx Outdated
Comment thread docs-mintlify/embedding/iframe/dashboards.mdx Outdated
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Claude Code is working…

I'll analyze this and get back to you.

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Claude finished @vasilev-alex's task in 1m 1s —— View job


Re-review after a278c1e + 4bbba81 — no blockers; 1 low, inline

Full review — what changed, verification, remaining nit

Todo

  • Diff the two new commits (1081c3d..HEAD)
  • List review threads; check prior findings and dedupe
  • Re-verify anchors and cross-links in the final text
  • Check the merged callout against docs-mintlify/CLAUDE.md
  • Post inline comment + summary

Prior round: both findings resolved

Prior issue Now
python-analysis.mdx — dangling which after "the run result" a278c1e splits the sentence: "…persists both the code and the run result. Opening the saved copy renders that output without re-running; saving re-executes the analysis." Antecedent is explicit ✅
dashboards.mdx — two <Note>s 15 lines apart both contrasting with showDashboardChat 4bbba81 folds them into one: the account-wide-default clause moved into the first Note, the scope clause into the prose paragraph, second Note deleted. Says it once ✅

All eight review threads on this PR are resolved; nothing to re-affirm and nothing stale to clean up.

Verified this round

  • Anchors still resolve after the callout move: #show-or-hide-header-controls (dashboards.mdx:130) and #show-or-hide-the-ai-chat (:101), #session-settings (generate-session.mdx:63), #saving-explorations (explore.mdx:50). The deleted <Note> was the only inbound use of #show-or-hide-the-ai-chat from within that section, and the remaining reference from creator-mode.mdx is unaffected.
  • The allowExport inverse-polarity comparison is accurate — checked against dashboards.mdx:91-93, which does say only the literal true opts in.
  • Terminology holds end to end. Both analytics-chat.mdx bullets, python-analysis.mdx:35, workbooks/index.mdx:9, explore.mdx:52, and the createReport row (mcp-server.mdx:262) now describe one object with one mechanism — "omit workbookId" / "leaving the workbook unset". That was the point of the PR and it lands.
  • Cross-link is bidirectional: generate-session.mdx:82 → the URL-parameter section, dashboards.mdx:157settings. A reader entering from either side gets redirected correctly.
  • Right tree, no nav change needed — all eight files under /docs-mintlify, no new pages, so docs.json correctly untouched.

Finding

# Sev File Issue
1 Low dashboards.mdx:165 Fallout from my own merge suggestion: "They apply to the dashboard header only" follows a sentence whose subject is the singular showDashboardEditButton, so the plural pronoun has to skip past it. Suggested naming the subject and moving the scope sentence ahead of the two precedence rules.

Wording-level only; does not block merge.

Could not verify

Unchanged across all three passes: the five URL parameters and their defaults, showDashboardHeader=false winning over the other four, the Edit-permission precedence, the parameters surviving in-app navigation, and createReport's optional workbookId all describe Cube Cloud, which isn't in this repo (grep for showDashboard/createReport across packages/ and rust/ returns nothing). I checked internal consistency and link integrity only. The author confirmed the Excel/Sheets behavior against the add-in code in round two; the rest still rests on author knowledge.

No Mintlify build or link checker was run (no yarn install in this environment) — link validation was done by reading each target file.

· branch [`docs/embed-header-controls-and-explorations`](https://github.com/cube-js/cube/tree/docs/embed-header-controls-and-explorations)

Comment thread docs-mintlify/embedding/iframe/dashboards.mdx
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Claude finished @vasilev-alex's task in 51s —— View job


Re-review after 0f4272f — clean; no findings

Full review — what changed, verification, open caveats

Todo

  • Diff the new commit (4bbba81..HEAD) and the full PR (2ac3388..HEAD)
  • List review threads; check prior findings and dedupe
  • Re-verify every anchor and cross-link in the final text
  • Check the final section against docs-mintlify/CLAUDE.md
  • Post summary

Prior finding: resolved

Prior issue Now
dashboards.mdx — "They apply to the dashboard header only" reaching past the singular showDashboardEditButton 0f4272f moves the scope sentence to its own paragraph ahead of the precedence rules and names its subject: "These parameters apply to the dashboard header only…". The two precedence rules (showDashboardHeader wins; showDashboardEditButton can only hide) are now adjacent in one paragraph ✅

All nine review threads on this PR are resolved. Nothing stale to clean up, nothing to re-affirm, and no new inline comments this round.

Verified this round

  • Every anchor resolves. #saving-explorationsexplore.mdx:50; #show-or-hide-header-controlsdashboards.mdx:132; #allow-csv-export → the explicit {#allow-csv-export} slug at dashboards.mdx:80; #session-settingsgenerate-session.mdx:63.
  • The allowExport inverse-polarity claim is accuratedashboards.mdx:93-95 does say only the literal true opts in, and lists the same shapes (=1, =TRUE, bare param) that the new paragraph mirrors for false. The comparison holds in both directions.
  • Cross-links are bidirectional and complete: generate-session.mdx:82 → the URL-parameter section; dashboards.mdx:155settings; creator-mode.mdx:18 → the same section. A reader arriving from the API reference, the Creator Mode page, or the dashboards page all land correctly.
  • Terminology is consistent end to end. Both analytics-chat.mdx bullets, python-analysis.mdx:35, workbooks/index.mdx:9, explore.mdx:52, and the createReport row (mcp-server.mdx:262) now describe one object with one mechanism — "omit workbookId" / "leaving the workbook unset". That was the PR's stated goal and it lands.
  • Right tree, no nav change needed — all eight files under /docs-mintlify, no new pages, so docs.json is correctly untouched.
  • Section reads in the order a reader needs it: table → example URL → parsing rule → how-you-pass-it callout → scope → precedence → lifetime.

Only nit left is cosmetic and I'm not filing it: three consecutive paragraphs in the new section open with "These parameters" / "Every one of these". Readable as-is.

Could not verify

Unchanged across all four passes: the five URL parameters and their defaults, showDashboardHeader=false winning over the other four, the Edit-permission precedence, the parameters surviving in-app navigation, and createReport's optional workbookId all describe Cube Cloud, which isn't in this repo (grep for showDashboard/createReport across packages/ and rust/ returns nothing). I checked internal consistency and link integrity only; accuracy of the behavior rests on author knowledge. The author did confirm the Excel/Sheets add-in behavior against the add-in code in round two, which is the one claim that got independently checked.

No Mintlify build or link checker was run (no yarn install in this environment) — link validation was done by reading each target file.

· branch [`docs/embed-header-controls-and-explorations`](https://github.com/cube-js/cube/tree/docs/embed-header-controls-and-explorations)

@vasilev-alex
vasilev-alex merged commit c726236 into master Aug 27, 2026
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@vasilev-alex
vasilev-alex deleted the docs/embed-header-controls-and-explorations branch August 27, 2026 20:52
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