Portals for Tableau 101

For a more up-to-date walkthrough of this feature, visit the recently updated Curator blog post. Disclaimer: This is a more advanced topic than our typical 101 blogs. You will need to feel somewhat comfortable with editing HTML code to complete the activity. You don’t necessarily...

One of the biggest selling points for Portals for Tableau is how feature-rich and flexible it is. Portals for Tableau supports numerous versions of Tableau Server, Tableau Online and Tableau Public; multiple sites within a Tableau Server; a bunch of authentication methods and SAML identity...

The advanced filtering capabilities are some of the most popular features of the portal product. These are made possible by Tableau supplying a handy interface, called the Tableau JavaScript API, for the portal to use to interact with the dashboard. The vast majority of dashboards...

Several of our clients utilize their portal to show dashboards to numerous clients of theirs in a multi-tenant architecture. Unlike traditional apartment buildings, these tenants shouldn’t really know the others exist. They shouldn’t hear anyone stomping around like an elephant on their ceiling in the...

While it isn’t our recommended approach, Portals for Tableau can be hosted in a container environment, such as Docker. There be dragons with this process, so consider this your dragon-slaying guide. Persistent Database and Filesystem Portals for Tableau uses a small database to house your portal’s configuration....

As you probably know by now, Portals for Tableau can have a completely custom theme. Each portal can look completely different from every other portal. On top of that, a single portal can look completely different depending on which groups the logged-in user is a...

How to Create Public Pages The most commonly used feature of our portal is one that is easily overlooked: it is the ability to protect content behind a login. However, sometimes you have content that should be public. Maybe you’ve got a “Contact Us” page, information...

In Portals for Tableau, we understand the need to customize the look and feel of your portal for the front-end users. We provide a few different styles that you can utilize to give a unique experience for your users. These navigation types are the standard...

URL actions are powerful and useful things to have in your Tableau dashboards. Many use these actions to navigate from one dashboard to another. Portals for Tableau supports URL actions, but we suggest a few adjustments for the best results. This guide will help you...

Welcome back to Portals for Tableau 101! In today's lesson, we will cover how to add a dashboard to your portal from Tableau Server. If you missed the last lesson, please check it out as we cover how to set up your portal to connect...

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