Embed DataSelf's Tableau in Sage CRM

Part 1. Find the URL of the Dashboard or Report to Embed

1. Open Tableau Web Server in a web browser.

2. Open the dashboard or report to embed.

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3. Click the Share icon on the top right.

4. Click Copy Link from the Share View window. This URL will be pasted in Part 2.

5. Important: If you don’t see the word "embed" in the URL above, add "&:embed=yes" at the end of it.

Part 2. Embed the URL into Sage CRM

1. On Sage CRM, go to the Dashboard tab.

2. Select an existing dashboard or create a new one.

3. Click New Gadget → Create Gadget.

4. Select Web Site.

5. Copy the URL from Part 1 step 4 into the Web Address box.

6. Click Next and Finish.