Tableau Desktop and Web Authoring Help

If your Tableau Server uses Local Authentication to authenticate users, there are some extra steps you need to take so they can see views embedded in SharePoint pages.

If your Tableau Server instead uses Active Directory to authenticate users, see Embed Tableau Server Views into SharePoint (Active Directory 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.
• To see embedded views, users must have a Tableau Server license and the same user name on SharePoint.

Edit Security Permissions for TableauEmbeddedView.dll

Edit the security permissions for TableauEmbeddedView.dll so that all users of the operating system can use it.

1. Locate the TableauEmbeddedView.dll and TableauEmbeddedView.wsp files that install with Tableau Server. If Tableau Server is installed on drive C, the files will be in the following directory:

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

2. Copy the files to the root directory of your SharePoint server. The root directory is usually located at C:\Inetpub\wwwroot\wss\VirtualDirectories\<port>\bin, for example:

   C:\Inetpub\wwwroot\wss\VirtualDirectories\80\bin

3. To edit the security permissions on TableauEmbeddedView.dll, right-click TableauEmbedded.dll and then select Properties > Security.

4. Under Group or user names, select Everyone, and then click Edit.

   

5. Under Permissions for Everyone, for the Full control permission, select Allow.

   

6. Click OK.  

Install and Deploy TableauEmbeddedView.wsp

The TableauEmbeddedView.wsp file gives SharePoint more information about what to do with the .dll file. You copied the TableauEmbeddedView.wsp file to the SharePoint root directory in the previous procedure. To install and deploy the .wsp file, follow these steps:

1. Open SharePoint 2013 Management Shell and enter the following command:

   Add-SPSolution -LiteralPath "C:\Inetpub\wwwroot\wss\VirtualDirectories\80\bin\TableauEmbeddedView.wsp"

2. On the SharePoint Central Administration home page, click System Settings.

3. In the Farm Management section, click Manage farm solutions.

4. On the Solution Management page, click the solution that you want to deploy.

5. On the Solution Properties page, click Deploy Solution.

6. On the Deploy Solution page, in the Deploy When section, select one of the following options:

   • Now

   • At a specified time. Specify a time by using the date and time boxes.

7. In the Deploy To? section, in the A specific web application list, click All web applications or select a specific Web application, and then click OK.

8. Open your SharePoint site. Click the settings icon, and then select Site settings.

   

9. Under Site Collection Administration, click Site collection features.

10. Scroll to the TableauEmbeddedView feature and then click Activate to activate the feature.

Verify the Web Part's Deployment

In the following procedure, you will verify that the Tableau web part is installed.

1. Open your SharePoint site in a web browser.
   It may take a few moments for the site to appear.

2. Click the settings icon, and then select Site settings.

3. Under Web Designer Galleries, click Web parts.

   

4. Confirm that TableauEmbeddedView.webpart is listed.

Embed a View Using the Tableau Web Part

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.

Now the view is embedded in the page and users who access it will be automatically signed in based on their user name and password for SharePoint.