Tableau Content in Present Pro

This option will expose your Tableau analytics catalog, allow you to browse the folder structure, and add a panel into a Pyramid dashboard that embeds a live Tableau Report or Dashboard alongside other Pyramid content. The Tableau content is live and can be dynamically bound with interactions from Pyramid slicers, visuals or interactive buttons to make it respond dynamically to user interactions. Dynamic behavior is driven by a PQL expression that defines the action to take when a slicer or visual element is selected.

When the slide is opened at runtime, the selected sheet from the Dashboard is displayed in a frame. For example, you might show a sheet from a Sales Performance Dashboard that features a bar chart of revenue by product or region to highlight top performers and growth opportunities at a single glance.

Note: This feature requires specific licensing options

Note: Access to the Tableau Analytics Catalog requires OAuth orchestration by your system admins to be operational

Configuring Tableau Content

You can add a Tableau Content field to your presentation that embeds a Dashboard in a frame in your slide (using a URL) and then, optionally, include a PQL Action expression that affects the content dynamically at runtime. The first step (below) produces the basic content field.

Step 1: Add a Tableau Content field

From the Toolbox:

  1. Right-click Web Content (yellow arrow) > Tableau Content.

  2. Drop your Tableau Content field onto the canvas:
    • Click anywhere on the canvas to drop your field at that location.
    • Drag your cursor to draw your field on the canvas. (Use this option to customize the size of your field.)

    The Tableau Content panel opens at the bottom of the page.

  3. Navigate through the content in the Tableau Analytics Catalog
  4. Highlighting an item (purple arrow below) with expose its metadata (blue arrow below). Double-click the Dashboard item to add its URL to the Tableau URL window:

    5. Note: Your URL is contained within "double quotation marks" and includes the URL scheme (http or https). When you make your content dynamic (at a later stage), you will also add the relevant function or functions here.

  5. Click Validate (green arrow above) to test the URL.
  6. Once a success message opens, click Apply (yellow arrow) to save your function.

Your URL is saved. When you launch this presentation at runtime, you will see a frame containing the Tableau Content in the slide. You can check that the correct URL is displayed at runtime by clicking the Run button or F2 on your keyboard for a preview.

Reopening the Tableau Content panel

  • If you close or minimize this panel, you can re-open it by right-clicking the field on the canvas and selecting Dynamic Url from its context menu.

    • Step 2: Format your field (optional)

    Once you have added the field to your canvas, you might want to resize it, move it to a more appropriate location, and so on. As with any other content item, you can use the standard editing options on the right-click menu, the ribbon, and on the canvas to align and distribute fields with other visuals or text fields, and to drag, rotate, and resize them.

    • Click here for more information about editing items on your canvas

    Step 3: Create your dynamic function

    You can incorporate PQL functions into your URL, describing what should happen in response to your users selecting elements from slicers or visuals. Your PQL Expressions are built using Common functions and functions from the PQL Action library.

    • Click here to see the available PQL Action library
    • Click here to see the common PQL library
    ClosedExample: Updating the URL with Functions

    In the Tableau URL window:

    1. Position your cursor after the URL string.
    2. Add the function that drives the interactive behavior to the Tableau URL window. This example concatenates the URL, the query parameter &YEAR=, and the parameter value for the query string in the form of the Captions value (indicating that the value will be selected at runtime):

      3. Tip: You can see a description of each available function, including syntax, by hovering your cursor over the item in the Functions tree. You can also double-click the function in the tree to copy the function into the URL window.

    3. Once you are happy with your function, Validate and Apply it and then Save your presentation:

    Step 4: Add an interaction

    Although you have defined and validated your PQL function, the interaction between the slicer or visual and the Tableau Content field will not work until you have created an Interaction between the slicer or visual and its target.

    Note: The interaction must be added after the dynamic function is configured (previous step).

    • Click here for more information about interactions
    ClosedExample: Creating Interactions

    If Auto Interact (Presentation ribbon) is enabled when you add a new slicer or visual to your canvas, a new interaction is automatically created between the new slicer or visual and your field. This is the default behavior and can be checked using Show Interactions (also selected from the ribbon).

    Where there is no interaction between the slicer or visual and the field, select the Interaction Picker in the Toolbox (purple arrow), click the slicer or visual that you want to affect the field, and drag your cursor to the field to create the interaction:

    Note: In the preceding example, there are two interactions: (1) between the slicer and the Dynamic Content field and (2) between the slicer and a visual containing a pie chart. This means that selecting a slice at runtime will affect the content of both the field and the visual.

    Step 5: Test your changes

    You should always check that your changes have the effect you intended. First, open the presentation at runtime by clicking Run or F2. Next, update the options on your slicer or visual to check that the contents of the field respond as expected.

    • Click here to learn more about runtime interactivity

    Tableau Content example

    The example through the body of this topic shows how to add a Tableau Content field to your presentation.

    Configuration

    The field itself is configured using a Tableau URL suffixed with a query parameter for YEAR, and then the Captions() function. The Captions function indicates that the value should be derived from the caption selected in the slicer:

    "https://<Tableau URL>" + "&YEAR=" + Captions()

    A Year slicer is then added to the canvas, automatically creating an interaction with the Tableau Content field:

    Runtime Appearance

    At runtime, the Tableau Dashboard is shown in a frame on the selected slide, and it dynamically changes in response to the selected Year slice. For example, selecting 2021 from the slicer will cause the URL for the frame to take the following form:

    https://<Tableau URL>&YEAR=2021

    The Tableau Dashboard will be shown in a frame on the selected slide (purple highlight below) and can be filtered by year using the available dropdown list (blue arrow):

    Related information

    Other Dynamic Content Fields

    Users can add a web content panel to slides to blend Pyramid's analytical output with 3rd party web site pages and applications. The content can work interactively with Pyramid functionality, to make it dynamically change and respond to user interactions on in the dashboard.

    This function also lets users access the analytic catalogs of Tableau and Power BI to facilitate the embedding of their external analytic content alongside Pyramid content. Importantly, users can build interactions between the elements and Pyramid so that they can dynamically change both Pyramid and the external content using the same slicer or interactive functionality.