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Tableaubi_tool~5 mins

Embedded analytics in Tableau - Step-by-Step Guide

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Introduction
Embedded analytics lets you put Tableau dashboards inside other websites or apps. This helps users see data insights without leaving their usual tools.
When you want to show sales reports inside your company intranet page.
When customers need to view their order data inside your service portal.
When you want to add interactive charts to a business app without making users switch tools.
When you want to share live dashboards with partners on a secure webpage.
When you want to customize the look and feel of dashboards inside your own website.
Steps
Step 1: Open
- Tableau Server or Tableau Online
You see the list of published dashboards and views.
Step 2: Select
- the dashboard you want to embed
The dashboard opens in a new tab.
Step 3: Click
- Share button at the top right
A dialog box appears with sharing options.
Step 4: Copy
- the Embed Code section
You have the iframe HTML code to embed the dashboard.
Step 5: Paste
- the copied iframe code into your website or app's HTML
The dashboard appears inside your webpage when viewed in a browser.
Step 6: Adjust
- the iframe width and height attributes in your HTML
The embedded dashboard fits well in your page layout.
Before vs After
Before
Website page shows static content without any data visualization.
After
Website page shows an interactive Tableau dashboard embedded inside, allowing users to explore data.
Settings Reference
Embed Code
📍 Share dialog on Tableau Server or Tableau Online
Provides the HTML code to embed the dashboard in other web pages.
Default: Standard iframe code with default size
Trusted Authentication
📍 Tableau Server Admin settings
Allows users to access embedded dashboards without logging in again.
Default: Disabled
Dashboard Size
📍 Dashboard pane in Tableau Desktop before publishing
Controls how the dashboard adjusts to the embedded container size.
Default: Automatic
Common Mistakes
Embedding dashboards without setting up user authentication.
Users may see login prompts or get access errors when viewing embedded dashboards.
Configure trusted authentication or use Tableau's JavaScript API to handle user sign-in smoothly.
Using fixed iframe sizes that do not fit the webpage layout.
The embedded dashboard may appear cut off or have scrollbars, harming user experience.
Set iframe width and height to match your page design or use responsive sizing.
Summary
Embedded analytics lets you place Tableau dashboards inside other websites or apps.
You get the embed code from Tableau Server or Online and paste it into your webpage HTML.
Remember to handle user authentication and adjust dashboard size for best user experience.