I appreciate the quick responses, but I don't have Tableau Server on my computer. I have Tableau Desktop, with access to the insitution's Tableau server. In order to display the dashboard on my SharePoint site, would I need to publish it publicly? I've seen dashboards shared on various blogs (e.g., VizWiz - Data Visualization Done Right) that are clearly open to be viewed by anyone, and I'm wondering if those are also shared publicly or if the people behind those blogs all have Tableau Server.
I believe you can embed Tableau Public vizzes as well, without Tableau Server, but hopefully Russell will let you know for certain. I don't have any direct experience with this.
But that's the issue--I don't want this dashboard to be truly PUBLIC. I want it to be accessible to anyone who can get into my SharePoint site but not able to be viewed by else. My understanding of Tableau Public is that the visualizations are available for anyone to see, which would not work (confidential data).
Hey Ian -
Yes, you'll need to publish your workbook to Tableau Server. That Server might be "yours", in which case you can secure the report so that only certain users can see it. If you choose to publish to Tableau Public then as you say, anyone can see it.
Assuming you have the ability to publish the workbook to your company's Tableau Server, then you can do the following, and everything will "just work". Keep in mind that Tableau Server doesn't know who your SharePoint users are, and it doesn't care. You'll need to tell Tableau Server which AD users can access the reports (these will be the same users who happen to have access to SharePoint, but again, that's neither here nor there as far as Tableau is concerned).
- Import AD users who have access to SharePoint into Tableau Server (Creating Groups via Active Directory)
- Publish your workbook to Tableau Server
- Set security on the workbook so that users from step 1 have access to the workbook and everyone else doesn't
- Use a SharePoint Page Viewer webpart to display to display the report in question
Here's what'll happen:
- User logs into SharePoint (automatically or manually) as yourdomain\theuser
- User navigates to a page where the Page Viewer webpart is, and it asks Tableau to render the report
- Since your user is in the browser, Tableau detects that the user is yourdomain\theuser
- Assuming you granted yourdomain\theuser permissions to view the report in Tableau, we render it..otherwise we throw a security exception and nothing is rendered.
The steps above assume that you have Tableau running in Active Directory mode with auto-login turned on. If you don't you can still get this to work, but it'll take a little bit more elbow grease.
Hello Russel, This is very helpful info however I am curious to know whether this can be achieved by Tableau Premium?
Do i need to setup different Tab premium accounts for each customer? or can i have multiple customer logins in my Tableau premium account?
The answer to your question is somewhere between "sort of" and "not really" based on your goals.
Can a viz served my Tableau Public (Premium or other) be embedded in SharePoint? Sure. It's just web content, after all. Can it be secured? No, not on the Tableau side. Tableau Public premium doesn't give you security - only the ability to prevent people from downloading the workbook, suppressing the ability to view underlying data, and having the ability to save MORE data in the workbook itself.
Most people who want to embed a Tableau dashboard inside SharePoint want a single sign on experience where the user doesn't need to login to SharePoint, then login to Tableau to view their viz inside SharePoint. Only Tableau Server supports this.
Does this works only with only sharepoint or any other personal secured website? Could you also let me know if i can share all my dashboards on the website if i buy one subscription of tableau server (the new pricing model)?
Single-sign-on is single-sign-on regarldess of the platform you're embedding Tableau into. If the "host" (example: Sharepoint) can take part, you're fine. Subscription licensing doesn't really change WHAT you can do, just how you pay for it.
Here's some information about Single Sign On. It should answer your questions: