Welcome

Building a Custom Tableau Portal in 60 Minutes or Less

#DataDev

Reed WaltonSales ConsultantTableau

Gordon RoseSales ConsultantTableau

Automation

Extensions

Embedded Analytics

Data Connectivity

Data Science

Tableau Platform

Inte

gra

tion

s

Enabling Integrations for Developers

Creating a Custom Tableau Portal in 60 Minutes or Less

S E S S I O N R E P E AT S

Wednesday, October 24 | 10:15 AM – 11:15 | MCCNO – L2 – R02

Creating a Custom Tableau Portal in 60 Minutes or Less

Thursday, October 25 | 2:15 PM – 3:15 PM | MCCNO – L2 – 204

E M B E D D E D A N A LY T I C S R E L AT E D S E S S I O N S

Embedded analytics with the Tableau PlatformOct-23 | 12:30 – 13:30 | L3 - 349

Mobile app bootstrap | Custom mobile appsOct-24 | 12:00 – 13:00 | L2 - 270

JSAPI Customization and EmbeddingOct-24 | 10:15 – 11:15 | L2 - 263 Oct-25 | 10:45 – 11:45 | L2 - 297

How to build a Tableau portal in 60 minutes or lessOct-24 | 10:15 – 11:15 | L2 - 286 Oct-25 | 12:30 – 13:30 | L2 - 286

What’s a Tableau Portal?

Demonstration

Why Embedded Analytics?

Customize Experience, e.g.Executive Portal

Department-level Portal

Share Your Dataand/or

Monetize Your Data

IncreaseAdoption of

Analytics

Integrate Tableauinto Third-Party App

(White Box/OEM)

DeliverEverywhere/

Anywhere

Why Embedded Analytics with Tableau?

Self-serviceTime to marketGreat Tableau

analytics!

What You’re Going to Learn

• Single Sign On with Trusted Tickets

• Dynamic content menu with the REST API

• Rich user experience of embedded Tableau analytics

• Let’s Do It – Let’s Build Our Portal!

Building our Portal

The Model Kit

• Workbooks and data sources created in

Tableau Desktop

• UX sketch of dynamic menu for available

content

• Authentication method to support

seamless SSO

• Some boilerplate HTML

Single Sign-On

Single Sign-on Options

• Trusted AuthenticationMost commonly used approach for SSO in embedded portals

• SAML and Open IDSupport for popular industry standards

• Active DirectoryGreat for easy, automatic SSO in on-prem environments

Trusted Authentication Deep-Dive

• Lightweight, versatile Tableau Server

technology for achieving SSO

• Happens over simple HTTP Post request

• Leverages YOUR authentication

Demo: Using Trusted Authentication for SSO

Building a Dynamic Content Menu

We’ll use the Tableau REST API

• Do Virtually Everything You Can Through the Tableau Server UI

• Create sites and projects

• Automate on-boarding of users

• Manage permissions

• Promote content

• Create a dynamic UI

Demo: Creating A Dynamic Menu of Vizs!

Show Me The Viz!

…about the Javascript API

The JavaScript API Enables Rich Embedding

Control Viz Behavior

Listen for and Respond to Events

function initViz() {

var containerDiv = document.getElementById("vizContainer"),

url = "http://public.tableau.com/views/MySalesJS/SalesDash",

options = {

hideTabs: true,

hideToolbar: true,

onFirstInteractive: function () {

console.log(“Viz is embedded and ready.”); }

};

// -- embedding can be done in a single line of code

viz = new tableau.Viz(containerDiv, url, options);

}

• Tip: Must use ‘/t/’ format vs. ‘/site/’ format of Tableau URL when using Tableau Online

Embedding is Trivial

Demo: Embedding Tableau Vizs!

#DataDev Resources

TC18 Developer Track Contenthttp://tabsoft.co/tcdevtrack

Tableau Developer Programhttp://tableau.com/developer

Free environment for development

Early access to info and APIs

Tableau on GitHubhttp://github.com/tableau

Please complete

the session survey

from the Session

Details screen in

your TC18 app

Questions?

Thank You!