Integration with Tableau
Overview
Integrating Tableau with MangoApps strategically enhances organizations' collaborative and analytical capacities by seamlessly merging Tableau's data visualization with MangoApps. This integration aims to incorporate key performance indicators and vital metrics to foster improved collaboration and engagement within the system.
This integration serves to provide businesses with a unified solution empowering teams to leverage data-driven insights for informed decision-making, fostering collaboration, and facilitating business expansion. By combining MangoApps' comprehensive reports with Tableau's advanced visualization capabilities, users can create interactive, visually appealing dashboards and reports, accessible within MangoApps, thereby facilitating targeted audience engagement and decision-making.
This integration supports the Tableau Desktop and Tableau Cloud versions.
Role Prerequsites
For this integration, you will need the following user roles:
Tableau Admin and Analyst
MangoApps Admin
MangoApps Teams Admin
Set Up MangoApps Data Extraction
To begin, navigate to the MangoApps Admin Portal and locate the Reports option in the left-hand navigation menu. If it is not visible, check the More menu towards the bottom of the panel to access the reports.
Generate the report you would like to model with Tableau by clicking the Generate Now option from the Schedule Report button dropdown, or pull past reports via the View Report History option.
Set Up in Tableau
Launch Tableau Desktop or Tableau Cloud and click on the New dropdown menu at the top. From this menu, click Project.
Before importing data, we need to configure user permissions for the project. Click the 3-Dot action menu icon from your newly created project and select Permissions.
From the Asset Permissions pop-up menu, add the user(s) who will be responsible for creating and publishing the dashboards and generating the iframe.
Next, set permissions and access controls to ensure non-admin users within your MangoApps domain can view and interact with the dashboards once integrated. Create multiple user groups in Tableau and set different permissions per your preference.
Once configured, close the permissions menu. Click on your newly created project to open it. Click on the New option to begin creating a New Workbook.
Within the new workbook, upload the data/report that was downloaded from Mangoapps into the Tableau data source. From the Connect to Data menu, click the Files tab to upload the downloaded MangoApps report.
You can upload a single report or multiple reports and connect them using a common field eg: Email id, Employee ID etc.
Design Tableau Dashboards
As part of the data preparation process, define relationships between different datasets if needed. Establishing these relationships enables a more comprehensive analysis by allowing for the integration of multiple sources of data.
Next, create Tableau worksheets and assemble them into dashboards based on the prepared data. Utilize Tableau's intuitive drag-and-drop interface to build various visualizations such as charts, graphs, and maps that effectively communicate insights from the data.
Lastly, customize the layout and formatting of the dashboard to optimize data presentation and enhance the overall user experience. This includes arranging visual elements strategically, applying appropriate colors and styles, and incorporating interactive features to facilitate user interaction with the data. By following these steps, you can create informative and visually appealing Tableau dashboards tailored to specific analytical needs.
Publish Tableau Dashboards
Once satisfied with the dashboard layout and data presentation, click on the Publish button. This action uploads your dashboard to either Tableau Server or Tableau Online.
During the publishing process, make sure to select a public folder within Tableau Server or Tableau Online where the dashboard will be stored. This step is crucial as it allows the dashboard to be shared externally using embed codes.
After the dashboard is successfully published, access the dashboard within Tableau. From the dashboard view, locate and click on the Share option in the toolbar or menu.
In the sharing options, select the Copy Embed Code feature. This action generates an iFrame embed code that can be used to embed the Tableau dashboard directly into MangoApps.
Embed in Mangoapps
Returning to MangoApps, access the page where you want the dashboard to appear. Admins can add the iFrame widget via the page editor.
Paste the copied Tableau iFrame code into the iFrame widget within MangoApps. Once the iFrame code is pasted, customize any additional settings within MangoApps, such as the display size or layout of the embedded dashboard.
Finally, publish the page within MangoApps to make the Tableau dashboard visible and accessible to users. This integration allows for seamless interaction with Tableau dashboards directly within MangoApps, enabling effective data analysis and collaboration within your organization.
End User Experience
The end-user experience of integrating Tableau dashboards within the MangoApps platform is seamless and efficient. Users benefit from accessing relevant data directly within MangoApps without the need to switch between different applications. This integration enhances user productivity by allowing them to view targeted data tailored to their needs and audience within the MangoApps environment.
Single sign-on (SSO) functionality further enhances user convenience and security. Users can securely access Tableau dashboards within MangoApps using their existing Tableau credentials, ensuring a smooth authentication process. Additionally, SSO restricts dashboard access to authorized users only, maintaining data privacy and security within the organization.
The interactive nature of Tableau dashboards within MangoApps enriches user interaction with data. Users can explore dashboards, apply filters, and drill down into specific insights directly within the MangoApps interface. This interactive capability empowers users to analyze data effectively without leaving the MangoApps platform, promoting a cohesive and streamlined experience for data exploration and decision-making.
Rollout Recommendations
Optimize Dashboard Design: Before embedding a Tableau dashboard into MangoApps, ensure that the dashboard design is optimized for viewing within an iFrame. This includes choosing appropriate visualizations, layouts, and sizes that fit well within the MangoApps interface.
Secure Data Access: Implement appropriate security measures to ensure that only authorized users can access sensitive data within Tableau dashboards embedded in MangoApps. This may involve configuring access controls within both Tableau and MangoApps to restrict access to specific users or groups.
Stay Informed About Updates: Stay informed about updates and new features from both Tableau and MangoApps that could impact the integration. Regularly review documentation and release notes to ensure that you're leveraging the latest capabilities and best practices.
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