Portals for Tableau 101: Creating a Homepage Insert


Portals for Tableau 101: Creating a Homepage Insert

Portals for Tableau 101 shares the basics of interacting with InterWorks' embedded analytics solution, Portals for Tableau.

You might look at Portals for Tableau and think, “Wow! These people must be geniuses with how many great features they keep coming up with!” (I wouldn’t say we’re all geniuses, but I also won’t stop you from saying that). In actuality, we get a lot of great ideas from our users! This is common with many technologies, and Portals is no different.

Adding Content to Your Portals Homepage

A request we’ve received more than a few times is the ability to add content above the dashboard tiles on the homepage, and who are we to not give the people what they want? Hence, a new feature—the homepage insert:

Portals for Tableau homepage insert

Client: “We’d like some text above those neat circles, please.”

The first thing you need is some content to insert. Navigate to the portal backend > Content > Pages, then click the blue New Page button:

create a new page in Tableau portal

Next, give the page a title:

title homepage in Tableau portal

Give your homepage insert some substance:

create content in Tableau portal homepage

Hit that Create button at the bottom of the page, and we’re done!

Inserting the Homepage

Let’s get this page inserted! Navigate to Settings > Portal Settings > Layout tab, and scroll to find the Homepage Insert Page setting:

insert new homepage in Tableau portal

Click the dropdown, choose your page and save the settings:

homepage insert settings in Tableau portal

Navigate to the frontend of your portal and see the text in all its glory:

homepage insert in Portals for Tableau

More About the Author

Justin Lyons

Analytics Consultant
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