Set Up the Tableau App for Microsoft 365

Applies to: Tableau Cloud, Tableau Server

The Tableau app for Microsoft 365 lets your users see and understand their data without leaving their flow of work. With the Teams app, your users can interact with Tableau views (visualizations) and metrics. With the Word and PowerPoint add-ins, your users can add image snapshots of views and metrics to their documents and slides and refresh those snapshots to keep them up to date.

As a Tableau admin, you install and configure the app to connect your existing Tableau site with your Microsoft 365 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 365, see Access Tableau Content in Microsoft 365. This article is about setting up the app.

See also

Prerequisites

To set up the Tableau app for Microsoft 365, 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, Word, and PowerPoint
  • A Microsoft 365 admin account
  • User licenses for both Tableau and Microsoft 365 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 365 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.

Deploy the app for Tableau Cloud

You install the Tableau Cloud app directly from the Microsoft apps Marketplace. To install the Tableau app for Tableau Server, see the Tableau Server set up guide.

Install the Teams app

Your organization’s policies determine whether users can install the app on their own or if an admin must install it for them.

  1. Open the Microsoft Teams admin center(Link opens in a new window).

  2. From the navigation panel, select Teams apps > Manage apps.

  3. Search for the Tableau app, then select the app.

  4. Choose whether to make the app available to all users or specific users.

  5. To pre-install the app for your users, add a setup policy for the app.

Install the Word and PowerPoint add-ins

When you install the Tableau app for Microsoft 365 in the Teams admin center, it’s also installed for Word and PowerPoint. However, to make the Word and PowerPoint add-ins available to your users, you must accept additional permissions.

  1. Open the Microsoft 365 admin center(Link opens in a new window).

  2. From the navigation panel, select Settings > Integrated apps.

  3. Search for the Tableau app, then select the app.

  4. Select Deploy app.

  5. Make the app available to all users or specific users.

  6. Accept the permissions.

  7. Review and finish the deployment.

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 365 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 need them to configure your Tableau site in Microsoft 365.

2. Add your site configuration to the Tableau app

When you open the Tableau app in Microsoft Teams, if you haven’t yet configured the app, you see a set up screen. To access site configuration options in Word and PowerPoint, select the Settings button at the bottom of the add-in panel.

  1. For the Label, give the site a name. This name appears to users of the Microsoft 365 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. Or, on the Word or PowerPoint add-in panel, select the Settings button.

  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.

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