Requirements before you begin:
You'll need the Data Integrations module enabled on your Signagelive Network in order to use Tableau with Signagelive
Access to a Tableau account
This guide will walk you through the process of connecting Tableau to your Signagelive Network. This will allow you to use Signagelive's Tableau application to display your Dashboards and Views on your Signagelive Players.
Accessing Data Integrations and adding Tableau
First, we need to go to the Data Integrations application. To do so, click the application switcher (located at the top left of your Signagelive Network) and select Data Integrations from the drop-down menu.
Please Note
Should you not see Data Integrations as an option when selecting the application switcher, this may be because your user account has not been given access to the Data Integrations application. This could also be the case if Data Integrations is not enabled on your Signagelive Network or you simply lack the permissions to view this item. Read this article for more information.
Once you are within the Data Integrations application, carry out the following steps on the Integrations page:
Click on the Tableau integration (if you do not see this, use the search bar to search for ‘Tableau’)
Select Add
Tableau should now sit within the “My Integrations” section
Click on the Tableau app and select “Manage”
Adding Signagelive as a Connected App within Tableau
Before configuring your Sync Job within Signagelive, it’s important that you configure your Tableau account so that it is ready to sync with Signagelive. Here’s how you do it:
Login to Tableau
Click Settings
Click Connected Apps
Select New Connected App
Give your Connected App a Connected App Name
Select your desired Access Level (ensure that access is provided to the Workbook you plan on displaying on your Signagelive Players, or All Projects should you wish)
Select your Domain Allowlist options
Select Create
On the next page, you’ll see your newly created Connected App.
Select Generate New Secret
Select the Actions drop-down from the Secret area
Click Copy ID and take note of this, we’ll need this later
Click Copy Value and take note of this, we’ll need this later
Under Client ID, click the Copy Client ID button and take note of this too
Finally, go back to the Connected Apps main menu in Tableau, click the 3 dots below the Actions column for the Connected App you just created and then click Enable
After completing the above steps, you’re ready to add your Tableau account to the Data Integrations application.
Adding your Tableau account
Select the Tableau integration
Select Accounts
Select the blue plus (+)
Give your account a Name
Enter your Email for your Tableau account
Enter your Site ID (this can be found within your Tableau account, log into Tableau and take a look at the URL in the address bar - it will look something like this: https://10ax.online.tableau.com/#/site/yoursiteid/home. Copy the Site ID and paste this into Signagelive)
Enter your Client ID (see previous section for steps on obtaining this)
Enter your Secret ID (see previous section for steps on obtaining this)
Enter your Secret Value (see previous section for steps on obtaining this)
Enter your Server URL, this will be the portion of the URL you copied in Step 6 of this section (everything up until /#/site/…)
Finally, click Submit
Please Note
You can also add your Tableau account at the point of creating a Sync Job too.
With your Tableau account now added to Signagelive, we can now begin creating your Tableau Sync Job. See this article for a walkthrough of this process.
Troubleshooting
Issue | Cause | Solution |
Sync Job Screenshots Returning a 'Resource Not Found' Error | This indicates that there has been an issue with accessing the chosen project from Tableau in Signagelive. |
|
500 Error Message When Adding a New Tableau Account in Signagelive | This indicates that the Tableau account is failing to connect, |
|