Embed Tableau Server Views into SharePoint (Active Directory Authentication)

If your Tableau Server is configured to use Active Directory and automatically authenticate users, they can see views you embed in SharePoint pages with the Tableau web part.

If your Tableau Server instead uses Local Authentication to authenticate users, see Embed Tableau Server Views into SharePoint (Local Authentication). If you don't know which type of authentication your Tableau Server uses, ask your administrator.

Requirements

  • To embed views, you need SharePoint 2013 or later, and an administrator must deploy the TableauEmbeddedView web part to your SharePoint server. For sample SharePoint code and instructions, look in this folder:

    C:\Program Files\Tableau\Tableau Server\packages\extras.<version_code>\embedding\sharepoint\

    The sample code is provided as an example and may require modification to work in your SharePoint deployment.

  • To see embedded views, users must have a Tableau Server license and the same user name on SharePoint.

Embedding a View into SharePoint

You can embed the Tableau web part in a new or existing SharePoint page.

  1. Open the page where you want to embed a view and switch to edit mode.

  2. In the section of the page where you want to embed the view, on the Insert tab, click Web Part.

  3. Under Categories, in the Custom (or Miscellaneous) folder, select TableauEmbeddedView, and then click Add in the lower-right corner.

  4. Select the TableauEmbeddedView web part, click the drop-down arrow, and then select Edit Web Part.

  5. On the right side of the page, you can specify the attributes of the TableauEmbeddedView web part.

    • In Tableau Server Name, enter the name of your Tableau Server. You do not need to enter "http://" before the Tableau Server name.
    • In View Path, enter the path to the view you want to embed.
    • Specify whether you want to show the toolbar, use Trusted Authentication, use SSL, or if you want to embed the view as an image instead of as an interactive view.

    • In the Appearance section you can specify a Title for the web part, the Height, Width, Chrome State, and Chrome Type. In general you should specify a fixed height (for example, 700 Pixels) and adjust the width to fit the zone.

  6. Click OK to apply the changes and exit edit mode.

The view will be embedded into the web part that you just created. To see the view, your users will be automatically authenticated using Active Directory.

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