🚧Integration with Tableau
Overview
Integrating Tableau with MangoApps strategically enhances organizations' collaborative and analytical capacities by seamlessly merging Tableau's robust 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.
Set Up MangoApps Data Extraction
To get started, from within the MangoApps Admin Portal, click on Reports option along the left hand navigation menu. If you do not see it present, it may be located within thre More menu towards the bottom of the panel.
Schedule the report if needs to be shared Daily/Weekly/Monthly/Yearly basis or you can manually download the report
The data can be shared over email/messages/FTP based on automation setup for report generation and the data can be downloaded in Xls format
Prepare Data in Tableau
Launch Tableau Desktop or Tableau Server and connect to the extracted data from MangoApps.
Cleanse and transform the data as necessary to prepare it for visualization.
Define relationships between different data sets if required for comprehensive analysis.
Design Tableau Dashboards
Create Tableau worksheets and dashboards based on the extracted data.
Utilize Tableau's drag-and-drop interface to build visualizations such as charts, graphs, and maps.
Customize the dashboard layout and formatting to optimize data presentation and user experience.
Publish Tableau Dashboards
Publish the Tableau dashboards containing MangoApps data to the Tableau Server or Tableau Online.
Make sure the Dashboard is published in a public folder for it to be shared using the IFrame code.
Set permissions and access controls to ensure appropriate users can view and interact with the dashboards.
Share dashboard links and generate the IFrame embed code in Tableau.
Embed the report in IFrame in Mangoapps
Open up the page where you want the dashboard to populate in Mangoapps and use the IFrame widget.
Copy the Iframe code of the dashboard from Tableau and embed it in the Iframe widget in Mangoapps and publish the page.
By following these integration steps, organizations can effectively integrate Tableau with MangoApps, enabling seamless access to data from MangoApps within Tableau for dashboard generation and analysis.
End User Experience
Seamless Integration
Users experience a seamless integration of Tableau dashboards within the aMangoapps platform, allowing them to access relevant data without switching between different applications, as well as viewing the desired data for the targeted audience.
Single Sign-On
Users enjoy the convenience of single sign-on functionality, which enables them to access Tableau dashboards securely within the Mangoapps environment using their existing Tableau credentials, It also ensures the report can be viewed only by the users having access to the report.
Interactive Dashboards: Users can interact with Tableau dashboards directly within the aMangoapps interface, enabling them to explore data, apply filters, and drill down into specific insights without leaving the platform.
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.
Consider Dashboard Responsiveness: Design Tableau dashboards to be responsive so they adapt well to different screen sizes within MangoApps. This ensures that users have a consistent experience whether they're accessing the dashboard on a desktop or mobile device.
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.
Regular Maintenance and Updates: Regularly maintain and update embedded Tableau dashboards to ensure that they remain functional and up-to-date with the latest data and visualizations. Address any issues or bugs promptly to minimize disruption for users.
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.
How to integrate MangoApps with Tableau?
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.
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