The following guide will walk you through embedding a Tableau workbook into MangoApps. Once embedded users can login to Tableau and view the workbook so long as they have permissions.
Step by Step Processes:
Establish permissions for your workbooks in Tableau this is done first by creating groups in Tableau and adding users to those groups
Next, under the three-dot menu, open workbook permissions you can add the appropriate groups for that workbook and provide at a minimum ‘viewer’ permissions.
Get the share link from your workbook by opening up your workbook and select the share option in the top right area; this will open up a dialog box where you can copy the embed link.
Now we can open mangoapps to establish a page that will host or house the embed link. For this example, we will create a dynamic page then open the widget gallery, under integration add the widget called iframe embed.
open the widget and paste in the embed link from Tableau into the provided field. From the iframe embed widget make sure to edit this script, we are looking to change the width to ‘100%’ this will allow the widget to adjust to the user screen size instead of remaining rigid to a set pixel size.
When completed, you can publish the page and the integration is essentially complete the next steps are optional and only advised if you need numerous pages of workbooks that are targeted at different types of users.
Steps for adding good navigation, based on user conditions.
Your MangoApps users will need to have some user property that we can leverage to establish conditional links to the tableau pages now created in MangoApps from the above steps. Today this can be done using the quick link widget or creating a shortcut in the admin portal to the primary navigation which also supports conditional links. You must determine what these user conditions will be, for this example, we will use group membership and leverage that to generate our conditions.
Get a link to the embedded page.
Create or add to an existing dynamic page that we would use as the Landing page for the user, on this page we will open the widget gallery, click on new content and add the quicklink widget.
Select ‘design’ and open the widget to start adding your links.
Change the link ‘type’ to a condition of choice groups in our case. Once the condition is picked, then add the variable or in our case the team whose members will have access to this link. Select the ‘Add condition’ for each condition that should be included or links that need to be established in position one of the quicklink widget. Add more links to other workbooks as required, you can always go back and continue to add pages and links at this widget.
Lastly, if needed, you can hide the pages dedicated to Tableau, so the navigation is limited to your quicklinks or Left-hand side navigation.