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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.

  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 GadgetCreate Gadget.

  4. Select Web Site.

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

  6. Click Next and Finish.

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