The Portals for Tableau New Features series is designed to keep users up to date with all the latest features being added to InterWorks' embedded analytics solution, Portals for Tableau.

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I’m going to let you in on a little known fact: Scientists have very recently discovered that a picture is worth a thousand words. When it comes to tutorials, you can either use your thousand words to describe each part of a dashboard, or you can use the new highlight image functionality to build guided tutorials. The choice is yours, but with the popularity of TL;DR (too long; didn’t read) summaries on long articles, I’d lean toward using the feature if I were you.

Using my own advice, instead of typing out a long description of what the guided tutorial functionality can do, I’ll save my aching fingertips and show a simple visual demonstration of it in action:

To learn how to create a guided tutorial, here’s a guided tutorial:

The Step-by-Step Guided Tutorial Process

Here are the steps for those who like to read:

1. Log in to your portal’s backend and click on Tableau at the top.
2. On the left, click on Tutorials.
3. Click on the button at the top to add a new tutorial.
4. Fill in the various details at the top, and then click on the button to add a new section. Each section will display as a new page of the guided tutorial.
5. Fill in the details for the section, and select a screenshot to use as your highlight image. Please note that you’ll need to create this screenshot and upload it to the Backend > Content > Files area if you haven’t already done so.
6. Use your mouse to draw a square on the preview image. This square will be used as the highlighted portion of the screenshot.
7. Repeat steps 4 through 6 for each page of your guided tutorials. Once you’re happy with it, click the Create button at the bottom, and add it to the dashboard under the dashboard’s Misc tab.