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Embedded Looker: Looker - Clarity Human Services Integration

Learn the differences between Embedded and Standalone Looker licenses, and how to access, create, share, and remove Looks within Clarity Human Services.

Table of Contents

Overview

Bitfocus offers a Clarity Human Services embedded Looker version as a cost-effective alternative to a standalone Looker license, so more users can access data analysis reporting. This article explains what each license type includes, how to access and use embedded Looker, and how to share and remove Looks between the two environments.

Key Definitions

  • Look: A saved data view or report built and saved within Looker.
  • Standalone Looker: The full, independent Looker license. Includes content management, scheduling, and more.
  • Embedded Looker: The Clarity Human Services embedded version of Looker. Available to more users, with a smaller feature set than standalone Looker.
  • LookML Dashboard: A dashboard built using Looker's modeling language (LookML). LookML Dashboards can be published as Built-In Reports (see the Built-In Reports section).

Standalone vs Embedded Looker

The table below summarizes what's available with each license type.

Feature

Standalone

Embedded
Viewing pre-saved content ✔️ Yes ✔️ Yes
Ad-hoc data pulls ✔️ Yes

✔️ Yes
Create looks from all data models ✔️ Yes

✔️ Yes
(except Coordinated Entry Model)
Create dashboards ✔️ Yes ❌ No
Content management (creating new folders, moving, copying, making public, deleting content) ✔️ Yes ❌ No
Scheduling / Send content delivery ✔️ Yes  ❌ No
Access to Looker API ✔️ Yes ❌ No

Access and Location

To access "Embedded Looker," you must have the Data Analysis access right enabled in your access role. See Rights Glossary for Access Roles for information about the different Data Analysis rights. 

To access embedded Looker, click the Launchpad and navigate to REPORTS > EXPLORE. 

Creating a Look in Embedded Looker

Click the Launchpad, then navigate to REPORTS > EXPLORE. 

Screenshot of the Clarity Human Services Launchpad menu with the Reports and Explore options highlighted

Choose a Data Model.

Screenshot of the Embedded Looker Explore screen showing the list of available data models to choose from


Search for and select the fields you want to include in the Look from the left column. When a field is selected, it is highlighted in the left column and appears in the DATA section of the screen.

 

Screenshot of the Embedded Looker Explore screen with selected fields highlighted in the left column and listed in the Data section

 

Filters can be added to refine datasets by clicking Filter next to the field, then selecting the appropriate filter in the Filters section. Pivoting fields by selecting the Pivot button next to the field can make data easier to understand. 

When the Look is complete, click the purple Save Look button at the top of the Explore screen. This routes your Look directly into your community's Data Analysis tab.

Screenshot of the Embedded Looker toolbar with the Save Look button highlighted

‼️ Notes:

  • Always save using the top-level Clarity Human Services purple Save Look button. Do not save using native Looker menus (Gear icon) or alternate save dialogs within Embedded Looker.
    • If you save using an alternate option, the report will not display in Clarity Human Services. The Data Analysis repository only shows Looks mapped to your community's designated Looker Shared Space, or to specific agency folders enabled under SETUP > SETTINGS > Data Analysis. 

      Embedded Looker licenses do not include folder navigation or content management rights, so you can't see, move, or recover a Look saved outside the Save Look button. It will appear to have disappeared or failed to save, even though it technically exists in Looker.

Moving Between Embedded and Standalone Looker

When you access Looker through Clarity Human Services, you are using a different Looker license. If you go back and forth between Clarity Human Services and Looker, you will notice problems running Looks.

  • If you experience problems in Looker, log out and then log back in to Looker to restore access. 
  • If there is a problem in Clarity Human Services, navigate away from the Report area and then navigate back to restore functionality.

When a user logs in to both Standalone and Embedded Looker, the following message appears: "You are not authorized," as you cannot be on both at the same time.

Sharing Looks in Embedded Looker

To enable a Look in Embedded Looker that was saved in Standalone Looker: 

    • In standalone Looker, share the Look to your community's Looker Shared Space or agency space.
      • The agency spaces are identified by the Project ID number. 

    ‼️ Note: Do not change the name of the Shared Space.

    • Update Clarity Human Services with the latest reports from Looker:
      • Click the Launchpad.
      • Navigate to SETUP > SETTINGS > Data Analysis.
      • Click the REFRESH DATA ANALYSIS link. 
    • Enable the report: 
      • Click the Launchpad.
      • Navigate to SETUP > SETTINGS > Data Analysis > [Agency Name] Reports. You'll see the complete listing of reports in the Looker Shared Space. 

    Note: Users will only see folders for the agencies they have access to.

      • Turn on the toggle for the report.
      • Click SAVE CHANGES.
    Note: If users save Looks through Clarity Human Services embedded Looker, the saved Look will automatically be enabled. Refer to the Creating a Look in Embedded Looker section for important notes on saving Looks in embedded Looker.

    Built-In Reports

    Built-In Reports (LookML Dashboards) must be enabled using the method described in the Sharing Looks in Embedded Looker section. The LookML Dashboards can be found in the Built In Reports folder and need to be toggled on to be accessible from embedded Looker.  To learn more about Clarity Human Services' Dashboard Library, review the Dashboard Library section of the Help Center.

    Hyperlinks in Embedded Dashboards

    Dashboards may include hyperlinks to other dashboards. To make this work:

    • Save dashboards to link to the embedded folder, using the method described in the Sharing Looks in Embedded Looker section.
    • From Clarity Human Services embedded Looker, run the dashboard to link and copy the URL.
    • Use the Clarity Human Services embedded dashboard URL for the link in the main dashboard.

    Removing Looks in Embedded Looker

    To remove a Look or dashboard, follow the steps for your license type.

    Standalone Looker Users

    To remove a Look or dashboard:

    • Sign in to the agency folder in standalone Looker.
      • Select the Ellipses (three dots) icon, then select Move to Trash.
    • Sign in to Clarity Human Services.
      • Navigate to Launchpad > SETUP > SETTINGS > Data Analysis.
      • Turn off the toggle for the deleted Look. 
    • Navigate to Launchpad > SETUP > SETTINGS > Data Analysis.
      • Click the REFRESH DATA ANALYSIS link.

    Note: Every 30 days, Looker will remove Looks from trash.

    Embedded Communities Only

    • Submit a ticket to the Support Team to request deletion of the Look.
    • In Clarity, navigate to Launchpad > SETUP > SETTINGS > Data Analysis
      • Click the REFRESH DATA ANALYSIS link.

     

    Note: Every 30 days, Looker will remove Looks from trash.

    Additional Resources

    The following resources were noted in this article:

     

     

     

    Updated: 09/18/2026