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Embedding with Tableau Server

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A presentation on embedding Tableau Server content into your application

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  • Tableau Tips & Tricks – This post will walk you through the Reference Line options available through the Analytics Pane and how you can use other features in Tableau to create faux reference lines in case your particular viz can’t be created with those options. https://goo.gl/NccPZQ
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  • ?:embed=yes&:linktarget=_self doesn't work with tableau server 9.. any update?
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  • @GowthamSenPotnuru Use trusted tickets.
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  • Excellent PPT. One stopper for embedding tableau stuff. I have one question here. Can we pass user id and password also in tableau url? So that, users don't get login screen?
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  • http://www.dbmanagement.info/Tutorials/Tableau.htm
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Embedding with Tableau Server

  1. 1. Tableau Partner Education2007 © Tableau Software – All rights reserved
  2. 2. Tableau Embedding and Branding Russell Christopher Sales Consultant – OEM / Channel2007 © Tableau Software – All rights reserved
  3. 3. Agenda• Embedding: URL or JavaScript?• Embedding and Filtering: The Basics• Embedding and Filtering via Objects/JavaScript• Fun with JavaScript• But wait, there‟s more!2007 © Tableau Software – All rights reserved
  4. 4. Demo – Frame/URL & Object Embedding PowerPoint is Boring2007 © Tableau Software – All rights reserved
  5. 5. Frames/URLs or Objects? Thinking about which technique to use takes longer than using one2007 © Tableau Software – All rights reserved
  6. 6. Frames/URLs Pro Con• Host application • “Manual” control may not support only JavaScript • Can‟t control load• Very, very easy order2007 © Tableau Software – All rights reserved
  7. 7. Object/JavaScript Pro Con• Tableau‟s • You might need JavaScript API some JavaScript• Control load order know-how• Easier to eyeball • More verbose• Additional “fun stuff”2007 © Tableau Software – All rights reserved
  8. 8. URL Embed Parameters Building Blocks2007 © Tableau Software – All rights reserved
  9. 9. URL Embed Parameters • This parameter is required • Hides top navigation area • Allows VizQL to do :embed authentication • Valid value: yes • URL Parameter Only http://server/views/wb/sheet?:embed=yes2007 © Tableau Software – All rights reserved
  10. 10. URL Embed Parameters • Hides “Remember my changes” option • Valid value: no :customViewshttp://server/views/wb/sheet?:embed=yes&:customViews=no 2007 © Tableau Software – All rights reserved
  11. 11. URL Embed Parameters • Hides “Share” option • Valid value: yes,no :display_sharehttp://server/views/wb/sheet?:embed=yes&:display_share=no 2007 © Tableau Software – All rights reserved
  12. 12. Embed Parameters • Renders view as PDF or Image (PNG) • Valid values: pdf, png :format • URL Parameter Onlyhttp://server/views/wb/sheet?:embed=yes&:format=png 2007 © Tableau Software – All rights reserved
  13. 13. Embed Parameters • Controls how external hyperlinks in view are opened: • Valid values: :linktarget • _blank • _selfhttp://server/views/wb/sheet?:embed=yes&:linktarget=_blank 2007 © Tableau Software – All rights reserved
  14. 14. _blank vs. _self _blank Popup Blocker _self2007 © Tableau Software – All rights reserved
  15. 15. URL Embed Parameters • Re-renders the view • Use to get up-to-date data in conjunction w/ :embed :refresh • Values: yes, no • URL Parameter Onlyhttp://server/views/wb/sheet?:embed=yes&:refresh=yes 2007 © Tableau Software – All rights reserved
  16. 16. URL Embed Parameters • Returns “Value” to it‟s original state :revert • Values: • all : revert everything • filters : revert filters • sorts : reverts sorts • axes : reverts axes • shelves: revert shelveshttp://server/views/wb/sheet?:embed=yes&:revert=axes 2007 © Tableau Software – All rights reserved
  17. 17. URL Embed Parameters • Display or hide tabs • Values: yes, no :tabshttp://server/views/wb/sheet?:embed=yes&:tabs=no 2007 © Tableau Software – All rights reserved
  18. 18. URL Embed Parameters • Display or hide the toolbar • Values: yes, no, top :toolbarhttp://server/views/wb/sheet?:embed=yes&:toolbar=no 2007 © Tableau Software – All rights reserved
  19. 19. URL Embed Parameters The Basics: “Show me sheet foo from workbook bar with no toolbar or tabs”2007 © Tableau Software – All rights reserved
  20. 20. URL Embed Parameters http://./views/bar/foo? :embed=yes&:toolbar=no& :tabs=no**Is this the worst use of color you‟ve ever seen, or what?2007 © Tableau Software – All rights reserved
  21. 21. URL Embed Parameters The Basics: “Show me sheet foo fromworkbook bar rendered as animage with un-cached data”2007 © Tableau Software – All rights reserved
  22. 22. URL Embed Parameters http://./views/bar/foo? :embed=yes&:format=png& :refresh=yes2007 © Tableau Software – All rights reserved
  23. 23. Filtering on the URL Dimension / Parameter =Value[s] http://./views/wb/sheet?:embed=yes&Region=North http://./views/wb/sheet?:embed=yes&Region=North,Westhttp://./views/wb/sheet?:embed=yes&Product=3&Color=Red2007 © Tableau Software – All rights reserved
  24. 24. Filtering on the URL Don‟t forget to encode as necessary http://./views/wb/sheet?:embed=yes&Name=Bill%20Gates2007 © Tableau Software – All rights reserved
  25. 25. Filtering on the URL - Measures No Ranges No Greater Than No Less Than http://./views/wb/sheet?:embed=yes&Sales=3002007 © Tableau Software – All rights reserved
  26. 26. Filtering on the URL - Measures Consider Parameters in a Calculated Fields as a filter http://./views/wb/sheet?:embed=yes&s1=300&s2=1000 [Sales] >= [Parameters].[s1] AND [Sales] <= [Parameters].[s2]2007 © Tableau Software – All rights reserved
  27. 27. Filtering on the URL – Dates / Times Must be sumbitted as: yyyy-mm-dd hh:mm:ss http://./views/wb/sheet?:embed=yes&Date=2011-02-17/views/wb/sheet?:embed=yes&Date=2011-02-17%2013:02:05 Must be 24-hour clock format 2007 © Tableau Software – All rights reserved
  28. 28. Filtering on the URL Save you some time reminder:Don‟t forget the : in front of your parameters2007 © Tableau Software – All rights reserved
  29. 29. Object Parameters Building Blocks2007 © Tableau Software – All rights reserved
  30. 30. Object Parameters • (Generally) Required for Object Parameters host_url • Your server name • Object Parameter only<object…> <parameter name= “filter” value=“http://foo.com” /></object>2007 © Tableau Software – All rights reserved
  31. 31. Object Parameters • Required for Object Parameters site_root • Defines name of site to communicate with • Default site value = zero length string • Object Parameter only<object…> <parameter name= “site_root” value=“” /></object>2007 © Tableau Software – All rights reserved
  32. 32. Object Parameters • Required for Object Parameters name • Defines workbook & sheet name to be viewed • Can point to a custom view (username@domain/[viewna me] • Object Parameter only<object…> <parameter name= “name” value=“WorkbookName/SheetName” /></object>2007 © Tableau Software – All rights reserved
  33. 33. Object Parameters • Controls embedded <object> view rendering order when load-order multiple <objects> exist in the same page • Valid values – number • Object Parameter only<object…> <parameter name= “load-order” value=“4” /></object>2007 © Tableau Software – All rights reserved
  34. 34. Object Parameters • Shows or hides tabs • Valid values: yes, no tabs<object…> <parameter name= “tabs” value=“yes” /></object>2007 © Tableau Software – All rights reserved
  35. 35. Object Parameters • Show or hide the toolbar • Valid values: yes, no, top toolbar<object…> <parameter name= “toolbar” value=“no” /></object>2007 © Tableau Software – All rights reserved
  36. 36. What does this do?<html><head/><body><script type="text/javascript"src="http://public.tableausoftware.com/javascripts/api/viz_v1.js"></script><div class="tableauPlaceholder" id="tableauPlaceholder" style="width:654px;height:1469px; top: 0px; left: 0px; width: 100%; margin-left: 76px;"> <object class="tableauViz" width="654" height="1469"> <param name="host_url" value="http://public.tableausoftware.com/"/> <param name="site_root" value="" /> <param name="name" value="AnalyticsIncJavaScript/AnalyticsInc" /> <param name="tabs" value="no" /> <param name="toolbar" value=“yes" /></object></div></body></html> 2007 © Tableau Software – All rights reserved
  37. 37. Object Parameters Basic +2007 © Tableau Software – All rights reserved
  38. 38. Object Parameters • Hides “Remember my changes” option customViews • Valid value: no<object…> <parameter name= “customViews” value=“no” /></object>2007 © Tableau Software – All rights reserved
  39. 39. Object Parameters • Hides “Share” option • Valid value: yes, no display_share<object…> <parameter name= “display_share” value=“no” /></object>2007 © Tableau Software – All rights reserved
  40. 40. Object Parameters • Controls how external hyperlinks in view are linktarget opened • Valid values: • _blank • _self<object…> <parameter name= “linktarget” value=“_self” /></object>2007 © Tableau Software – All rights reserved
  41. 41. Object Parameters • Specifies the trusted ticket to present to Tableau Server ticket • Cannot be used with path parameter • Must be used with name parameter • Valid value: a number • Object Parameter only<object…> <parameter name= “ticket” value=“987651124” /></object>2007 © Tableau Software – All rights reserved
  42. 42. Object Parameters • Only to be use with trusted authentication path • Overrides name parameter • Can‟t be used with ticket parameter • Can also include site information • Object Parameter only<object…> <parameter name= “path” value=“trusted/123456789/views/wb/sheet”/></object>2007 © Tableau Software – All rights reserved
  43. 43. Object Parameters • Filters view • Filter by string, numbers, filter datetime, measure values • Object Parameter only<object…> <parameter name= “filter” value=“Region=East,West” /></object>2007 © Tableau Software – All rights reserved
  44. 44. Filtering an Object<html><head/><body><script type="text/javascript" src="http://public.tableausoftware.com/javascripts/api/viz_v1.js"></script><div class="tableauPlaceholder" id="tableauPlaceholder" style="width:654px; height:1469px; top: 0px; left:0px; width: 100%; margin-left: 76px;"> <object class="tableauViz" width="654" height="1469"> <param name="host_url" value="http://public.tableausoftware.com/"/> <param name="site_root" value="" /> <param name="name" value="AnalyticsIncJavaScript/AnalyticsInc" /> <param name="tabs" value="no" /> <param name="toolbar" value="no" /> <param name="filter" value ="ClientName=Big%20Air%20Domestic,Big%20Air%20International"/> </object></div></body></html> 2007 © Tableau Software – All rights reserved
  45. 45. Filtering an Object - Measures Consider Parameters in a Calculated Fields as a filter http://./views/wb/sheet?:embed=yes&s1=300&s2=1000 [Sales] >= [Parameters].[s1] AND [Sales] <= [Parameters].[s2]2007 © Tableau Software – All rights reserved
  46. 46. Filtering an Object - Measures<html><head/><body><script type="text/javascript" src="http://public.tableausoftware.com/javascripts/api/viz_v1.js"></script><div class="tableauPlaceholder" id="tableauPlaceholder" style="width:654px; height:1469px; top: 0px; left:0px; width: 100%; margin-left: 76px;"> <object class="tableauViz" width="654" height="1469"> <param name="host_url" value="http://public.tableausoftware.com/"/> <param name="site_root" value="" /> <param name="name" value="AnalyticsIncJavaScript/AnalyticsInc" /> <param name="tabs" value="no" /> <param name="toolbar" value="no" /> <param name="filter" value ="ClientName=Big%20Air%20Domestic,Big%20Air%20International"/> <param name="filter" value =“s1=300"/> <param name="filter" value =“s2=310"/> </object></div></body></html> 2007 © Tableau Software – All rights reserved
  47. 47. Filtering an Object – Date / Time<html><head/><body><script type="text/javascript" src="http://public.tableausoftware.com/javascripts/api/viz_v1.js"></script><div class="tableauPlaceholder" id="tableauPlaceholder" style="width:654px; height:1469px; top: 0px; left:0px; width: 100%; margin-left: 76px;"> <object class="tableauViz" width="654" height="1469"> <param name="host_url" value="http://public.tableausoftware.com/"/> <param name="site_root" value="" /> <param name="name" value="AnalyticsIncJavaScript/AnalyticsInc" /> <param name="tabs" value="no" /> <param name="toolbar" value="no" /> <param name="filter" value ="ClientName=Big%20Air%20Domestic,Big%20Air%20International"/> <param name="filter" value ="BeginDate=2009-01-01"/> <param name="filter" value ="EndDate=2009-05-01%2015:00:00"/></object></div></body></html> Must be 24-hour clock format 2007 © Tableau Software – All rights reserved
  48. 48. JavaScript JavaScript fun!!!2007 © Tableau Software – All rights reserved
  49. 49. JavaScript and the URL Use JavaScript to re-write the URL on your iframe‟s .Location2007 © Tableau Software – All rights reserved
  50. 50. JavaScript and the URL<html><head/> <body> <script> function HideToolbar() { window.f1.location="http://server/views/WB/S?:embed=y&:toolbar=no"; } </script> <div> <input type="button" id="Button1" value="Click to hide Toolbar" onclick="HideToolbar()" /> </div> <iframe name=“f1” src="http://server/views/WB/S?:embed=y"> </iframe> </body></html>Tableau Software – All rights reserved 2007 ©
  51. 51. JavaScript and the URL<html><head/> <body> <script> function FilterMe() { window.f1.location="http://server/views/WB/S?:embed=y&ClientName=EuroRail"; } </script> <div> <input type="button" id="Button1" value="Click to hide Toolbar" onclick=“FilterMe()" /> </div> <iframe name=“f1” src="http://server/views/WB/S?:embed=y"> </iframe> </body></html>Tableau Software – All rights reserved 2007 ©
  52. 52. This isn’t a JavaScript class, but…. Cross-frame scripting operations are restricted by “Same Origin Policy”2007 © Tableau Software – All rights reserved
  53. 53. JavaScript and the Object Use the JavaScript API to manipulate the viz2007 © Tableau Software – All rights reserved
  54. 54. JavaScript and the Object refresh() revert() show() hide() filter()2007 © Tableau Software – All rights reserved
  55. 55. JavaScript and the Object<html><head/><body><script type="text/javascript" src="http://tableau.russellchristopher.org/javascripts/api/viz_v1.js"></script><div> <input type="button" id="Button1" value="Show Viz" onclick="ShowHideViz(Show)" /> <input type="button" id="Button2" value="Hide Viz" onclick="ShowHideViz(Hide)" /></div><div class="tableauPlaceholder" id="tableauPlaceholder" style="width:654px; height:1469px; top: 0px; left: 0px; width: 100%; margin-left: 76px;">.</div><script> function ShowHideViz( WhatToDo ){ var viz = window.tableau.vizs[0]; if( WhatToDo ==="Show") { viz.show(); } else { viz.hide(); } }</script></body></html> 2007 © Tableau Software – All rights reserved
  56. 56. JavaScript and the Object<html><head/><body><script type="text/javascript" src="http://tableau.russellchristopher.org/javascripts/api/viz_v1.js"></script><div> <input type="button" id="Button1" value=“Refresh" onclick="RefreshRevert(„Refresh)" /> <input type="button" id="Button2" value=“Revert" onclick=“RefreshRevert(„Revert)" /></div><div class="tableauPlaceholder" id="tableauPlaceholder" style="width:654px; height:1469px; top: 0px; left: 0px; width: 100%; margin-left: 76px;">.</div><script> function RefreshRevert( WhatToDo ){ var viz = window.tableau.vizs[0]; if( WhatToDo ===“Refresh") { viz.refresh(); } else { viz.revert(); } }</script></body></html>Tableau Software – All rights reserved 2007 ©
  57. 57. JavaScript and the Object<html><head/><body><script type="text/javascript" src="http://tableau.russellchristopher.org/javascripts/api/viz_v1.js"></script><div> <input type="button" id="Button1" value="EuroRail Only" onclick="FilterStuff(EuroRail)" /> <input type="button" id="Button2" value="All Railroads" onclick="FilterStuff(All)" /></div><div class="tableauPlaceholder" id="tableauPlaceholder" style="width:654px; height:1469px; top: 0px; left: 0px; width: 100%; margin-left: 76px;">.</div><script> function FilterStuff ( WhatToDo ){ var viz = window.tableau.vizs[0]; var myFilter = {}; //same as "new Object()" myFilter["Client_Name"] = []; //same as "new Array()" if(WhatToDo==="EuroRail") { myFilter["Client_Name"].push(EuroRail); } else { myFilter["Client_Name"].push(EuroRail); myFilter["Client_Name"].push(US Rail); } viz.filter(myFilter); }</script></body>© Tableau Software – All rights reserved 2007</html>
  58. 58. Other GoodnessTurn Share Off Globallytabadmin set vizqlserver.showshare false2007 © Tableau Software – All rights reserved
  59. 59. Other Goodness Turn Download Off Globallytabadmin set vizqlserver.showdownload false2007 © Tableau Software – All rights reserved
  60. 60. Change Server Logo & Login Text: Change Logo & Login Texttabadmin customize name “Generic Company”tabadmin customize logo “c:mylogo.gif”2007 © Tableau Software – All rights reserved
  61. 61. Other Goodness - Undocumented Additional object parameters were built for Tableau Public2007 © Tableau Software – All rights reserved
  62. 62. Other Goodness - Undocumented Many of these work in “normal” Tableau Server2007 © Tableau Software – All rights reserved
  63. 63. Other Goodness - Undocumented Use at your own risk!2007 © Tableau Software – All rights reserved
  64. 64. Other Goodness - Undocumented static_image display_static_image animate_transition display_overlay display_spinner2007 © Tableau Software – All rights reserved
  65. 65. QA / Other?2007 © Tableau Software – All rights reserved

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