Portals for Tableau 101: Launching Portals from Mobile Devices


Portals for Tableau 101: Launching Portals from Mobile Devices

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

Please note that Portals for Tableau are now officially known as Curator by InterWorks. You can learn more at the official Curator website.

You love Portals for Tableau, so much so that you wish it were easier to get to it on your smartphone. You long for the experience that comes with just tapping a button on your home screen to launch it like many of your other favorite apps.

While there isn’t an app you can just download, you can still satisfy that wish. Here are the steps you can take to add a button to your smartphone to launch your portal.

Set an App Icon

From your portal’s backend, navigate to Settings > Portal Settings > Brand tab. On the right side of the screen, you’ll see a place to set various images. The third one from the top is for setting the image that will be used for the button on your phone’s home screen. Click on that to set which file to use as the image, and then click on the Save button at the bottom of the page:

set an app icon for Portals for Tableau

Adding the Button to Android

For modern Android devices, open the stock Internet browser that comes with the phone:

Internet browser for Android

Once the browser opens, navigate to your portal then click on the app’s menu button:

Portals app for mobile devices

Select the Add to Home Screen option:

Portals app for mobile devices

Return to your home screen, and bask in the glory of your new icon:

Portals icon for Android

Adding the Button to iPhone

To add a button to your iPhone, navigate to the site in the Safari browser and click on the share button at the bottom:

Portals app icon for iPhone

When the menu pops up, you’ll need to scroll the bottom section to the right:

Portals app icon for iPhone

Continue scrolling to the right until you find the Add to Home Screen option and click on it:

Portals app icon for iPhone

Once added, click on your home button to check out the awesomeness:

Portals app icon for iPhone

More About the Author

Matthew Orr

Curator Engineer
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