Embed Views into SharePoint (Microsoft SSPI)
You can embed a Tableau Server view in a SharePoint page. To automatically authenticate Tableau Server users who access the embedded view you have two choices, both of which depend on which user authentication method was selected during Tableau Server Setup in your organization. You can use either Active Directory with Enable automatic logon to authenticate Tableau Server users (also known as using Microsoft SSPI), or you can use Local Authentication—and then also configure Tableau Server for trusted authentication.
If you do not know which type of authentication your Tableau Server uses, contact the Tableau Server administrator before you continue.
This topic applies to the first option, where both Tableau Server and SharePoint are using Microsoft SSPI. If your Tableau Server is using Local Authentication, see Embed Views into SharePoint (Local Authentication) for steps.
Licensed users: Anyone who accesses an embedded view must be a licensed user on Tableau Server.
SharePoint version: Starting with Tableau Server 8.1, you must use SharePoint 2013 to embed Tableau Server views in SharePoint pages. SharePoint 2013 uses Microsoft .NET Framework version 4.5, which meets Tableau Server's security requirements.
TableauEmbeddedView web part: You must have a TableauEmbeddedView web part deployed to your SharePoint server before you can embed Tableau views in a SharePoint page. For sample SharePoint code and instructions for how to create a web part and deploy it to your SharePoint server, see C:\Program Files\Tableau\Tableau Server\<version>\extras\embedding\sharepoint. Note: The sample SharePoint code is provided as an example, and may require modification to work in your SharePoint deployment.
Embedding a View into SharePoint
You can embed the Tableau web part in a new or existing SharePoint page.
Open the page where you want to embed a view and switch to edit mode.
In the section of the page where you want to embed the view, on the Insert tab, click Web Part.
Under Categories, in the Custom (or Miscellaneous) folder, select TableauEmbeddedView, and then click Add in the lower-right corner.
Select the TableauEmbeddedView web part, click the drop-down arrow, and then select Edit Web Part.
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.
Click OK to apply the changes and exit edit mode.
The view will be embedded into the web part that you just created. Your users will not need to log in to Tableau Server to see the embedded view, rather they will be automatically authenticated using Microsoft SSPI.