Tableau Dashboard Integration

Industry

Wealth and Asset Management

Products

Implementation

Engagement Type

Managed Services

Tableau Dashboard Integration

Tableau is software that enables users to visualize their data graphically and integrate it with other programmes so that it appears on a dashboard.

As the market-leading choice for modern business intelligence, our analytics platform makes it easier for people to explore and manage data, and faster to discover and share insights that can change businesses and the world.

Everything we do is driven by our mission to help people see and understand data, which is why our products are designed to put the user first—whether they’re an analyst, data scientists, students, teachers, executives, or business users. From connection through collaboration, Tableau is the most powerful, secure, and flexible end-to-end analytics platform.

Beginning Requirements

The scope of this project was to display different Tableau reports/dashboards in Salesforce using the canvas app.

Solutions

  • We did set up sparkler on the Tomcat server and Tableau on another server and enabled SSL certificate on both servers. To establish a connection between Sparkler and the Tableau server, we configured the sparkler server
  • After establishing the connection, a canvas was created in Salesforce and stored canvas app secret keys in sparkler to establish the connection between Salesforce and Sparkler. Afterward, we created a visual force page to display the tableau dashboard through the canvas app.
Download Case Study

Project Result

Witness the increase in productivity and reduction in time upon successful delivery of the project.

Contextual analytics by

85%

Intelligent, integrated predictions with built-in AI—no coding required by

76%

Simplified security and data governance by

69%

Easy deployment and scale by

78%

DotSquares has provided us successful solutions to our needed Saleforce changes. They are always a pleasure to work with and continue to provide excellent service

user

Angel Santos

Get a Free initial consultation

Arrange for a priority consultation with our expert Salesforce team completely FREE of charge.