3 Replies Latest reply on Oct 25, 2018 8:24 AM by Chris McClellan

    Dashboard is not refreshed on Sharepoint

    Rodrigo Selari

      Hi Experts


      I´m now installing a new version of Tableau Server and some of my users prefer to visualize their dashboards using SharePoint. They create an new embed code and save the page. My problem is that, sometimes the visualization works well but sometimes it keeps thinking forever and never finish or when it finish it returns with an error message that indicates Timeout.


      I did some research but I didn’t found any reference that Tableau Server has any settings related to that.

      My Tableau server is not set for SAML (it´s disable) but we do setup the AD which is working fine.


      I did all that settings as Administrator of the machine and also Tableau Server.

      I used a valid ID (how do I know? I already have another instance of Tableau 9.3 running in my landscape using same credentials but not experiencing similar issues).


      Any clue of what could be the root cause?


        • 1. Re: Dashboard is not refreshed on Sharepoint
          Chris McClellan

          Why only v.9.3 ?  You might find that this works easier/better on a newer version of Tableau.

          • 2. Re: Dashboard is not refreshed on Sharepoint
            Rodrigo Selari

            After long research and even Tableau was aware of that, I found the solution by myself.


            The solution gave by Tableau consultants were:


            1 - Due to the new subscription license mode you lost the guest capability, which means, access Dashboards through SharePoint pages are no longer possible unless you use Web parts.

            2 - So I looked to my SharePoint team and tried to install the Web Parts but, they are only available in SharePoint on premise and most of the clients (including me) are moving to cloud (O365) so this functionality has been disabled. So Tableau didn’t know what to do.

            3 - They sent us a 3rd partners to help us to investigate this and they proposed a custom code (xml or java) to fix that, again it won’t be possible because we don’t want customizations in our SharePoint

            4 - we were almost giving up, when I found a small check box that I´ve not tried up that time in the server:


            Tableau Servers > TSM > Configuration > User Identity & Access > Authentication Method > Enable automatic sign-in using Microsoft SSPI (Security Support Provider Interface)


            There is a check box on the left side and by default is unchecked, if your Tableau server is set to use AD to authenticate, just set that box and reboot the server, now the SharePoint will pass the credentials to tableau server and allow the login automatically.


            Amazed that nobody knew about that (I open cases, Tableau came around, did virtual sessions, their consultants visit our sites, I researched in many sites for weeks and just simply fixed with a flag. Anyway, I´m glad that issue is solved now and more happy that I´m able to share this to all of you.)



            1 of 1 people found this helpful
            • 3. Re: Dashboard is not refreshed on Sharepoint
              Chris McClellan

              I'm glad that you found the answer It's an interesting environment.  I've marked your answer as correct and helpful to give you as much cred as possible