Tableau Cloud Help

The Tableau app for Microsoft Teams lets your users interact with Tableau views (visualizations) and metrics without leaving their flow of work. As a Tableau admin, you install and configure the app to connect your existing Tableau site with your Microsoft Teams deployment. You can install the app for Tableau Cloud directly from the Microsoft apps Marketplace. To install the app for Tableau Server, you download and side load the app.

For information about using the Tableau app for Microsoft Teams, see Access Tableau Content in Microsoft Teams. This article is about setting up the Tableau App.

See also

• Tableau app FAQ on GitHub(Link opens in a new window)
• Release notes on GitHub(Link opens in a new window)
• Getting started tutorial on Youtube(Link opens in a new window)

Prerequisites

To set up the Tableau app for Microsoft Teams, you need the following apps and accounts.

• Tableau Cloud or Tableau Server version 2023.1 or later
• A site admin account for Tableau Cloud or a server admin account for Tableau Server
• A Microsoft 365 for Enterprise subscription
• Microsoft Teams
• A Microsoft 365 admin account, if your organization's policies require an admin account to install apps
• User licenses for both Tableau and Microsoft Teams that are mapped to each other based on one of the user mapping attributes

User mapping attributes

To allow for single sign-on with Tableau, you map the user accounts in Microsoft Teams to the user accounts in Tableau. You can set up this mapping using attributes from either the Microsoft Teams SDK or from a user's Microsoft Entra profile.

Microsoft Teams SDK attributes

Attribute	Description
Preferred_Username(Link opens in a new window)	The Microsoft Teams user's email address. In some cases, this value differs from the email defined in Microsoft Entra.
User Principal Name(Link opens in a new window)	The primary way users log in to Microsoft Entra.

Microsoft Entra profile attributes

Attribute	Description
Primary Email(Link opens in a new window)	Corresponds to the user.mail attribute and represents the user's email address.
Mail Nickname(Link opens in a new window)	Corresponds to the user.mailNickname attribute and represents an alias for the user.
Employee ID(Link opens in a new window)	Corresponds to the user.employeeId attribute and represents an employee identifier assigned by the organization.
On-Premise Distinguished Name(Link opens in a new window)	Corresponds to the user.onPremiseDistinguishedName attribute and represents the distinguished name (DN) synced from an on-premise Active Directory.
On-Premise User Principal Name(Link opens in a new window)	Corresponds to the user.onPremiseUserPrincipalName attribute and represents the userPrincipalName synced from an on-premise Active Directory.
On-premise SAM Account Name(Link opens in a new window)	Corresponds to the user.onPremiseSamAccountName attribute and represents the samAccountName synced from an on-premise Active Directory.
Extension Attribute X(Link opens in a new window)	Microsoft Entra lets you add up to 15 extra attributes to a user's Entra profile. If the Tableau user name doesn’t exist in Microsoft Entra, use an extension attribute to store the Tableau user name for each Entra user.

Configure the Tableau app

After you install the Tableau app, Microsoft Teams prompts you to set up the app. You configure your site information to connect the app to your Tableau site.

1. Create a connected app

The Tableau app for Microsoft Teams uses a connected app to authenticate users with single sign-on. You create this connected app in Tableau Cloud or Tableau Server.

1. In Tableau Cloud or Tableau Server, create a direct trust connected app. For more information, see Configure Connected Apps with Direct Trust for Tableau Cloud or Configure Connected Apps with Direct Trust for Tableau Server(Link opens in a new window).

   • If you limit the domain allowlist for the connected app to only specified domains, add the following domains to the allowlist.
     • tableau-ms-teams-prod-gycea7csh5hsbfh5.a02.azurefd.net
     • teams.microsoft.com
     • *.teams.microsoft.com
   • If your users will access the app from other Microsoft platforms, add additional domains from the list of Microsoft 365 URLs(Link opens in a new window).

2. Enable the connected app.

3. Generate a connected app secret.

4. Copy the connected app client ID, secret ID, and secret value. Save these values. You will need them when you configure your Tableau site in Microsoft Teams.

2. Add your site configuration to the Tableau app

When you open the Tableau app, if you haven’t yet configured the app, you see a set up screen.

1. For the Label, give the site a name. This name appears to users of the Microsoft Teams app. If you don’t enter a label, the app displays the site name. This field is optional.

2. For the Tableau Site Name, enter the name as it appears in the URL for your site. For example, for the URL https://us-west-2b.online.tableau.com/#/site/mysitename/home, you would enter mysitename. If you’re connecting the app to Tableau Server and want to use the default site, leave this field blank.

3. For the Base URL, enter the portion of the site URL that ends with tableau.com, for example, https://us-west-2b.online.tableau.com.

4. For the User Mapping Attribute, select the Microsoft Entra attribute that is used to authenticate the user with single sign-on.

5. For the Connected App ID, Connected App Secret ID, and Connected App Secret Value, paste in the values that you copied when you created the connected app.

6. Select Add Site Config.

The Tableau app tests the connection before saving the configuration details. The site configuration won’t be added if the app can’t connect to Tableau. This failure could be because the connected app isn’t able to authenticate, the connected app isn’t enabled, the site information is wrong, or because the account that you're using isn’t a Tableau admin account. It could also mean the app can't reach Tableau Server because it’s behind a firewall.

Add or delete site configurations

After you've added a site configuration, you can add additional sites or delete an existing site configuration.

1. In the Tableau app for Microsoft Teams, select the Configuration tab.

2. Under Configuration, select the Tableau Site Config tab. Only Tableau admins can access the settings on this tab.

3. To add a site, select Add Site Details. Or, to remove a site, select the delete icon for that site.