How to get Started with Embedded Analytics

Alex Cortez

Senior Product Consultant

Tableau

Jeremy Mayo

Sales Consultant

Tableau

Automation

Extensions

Embedded Analytics

Data Connectivity

Data Science

Tableau Platform

Inte

gra

tion

s

Enabling Integrations for Developers

Agenda

• What is embedded analytics?

• Examples

• Why should you do it?

• How do I get started?

• Basic embed

• Full embed

• JavaScript API

• REST API

• Authentication

• Summary

• Resources

What is embedded analytics?

Embedded analytics is the use of reporting and analytic capabilities in transactional business applications. These capabilities can reside outside the application, reusing the analytic infrastructure built by many enterprises, but must be easily accessible from inside the application, without forcing users to switch between systems. The integration of a business intelligence (BI) platform with the application architecture will enable users to choose where in the business process the analytics should be embedded.”

- Gartner, IT Glossary

Examples of Embedded Analytics

Why should you do it?

- Share and Monetize your insightsInternal or external transparency

Increase adoption of analytics

- Differentiate yourself from competitors

- Buy vs Build

- Consolidation of Resources / Ease of Use

Why embed analytics?

$

Why embed analytics with Tableau?

Self-serviceTime to marketDashboard interactivity

How do I get started?

JavaScript API

REST API

REST API – Let’s look at some code

- Create Sites (Cisco, Xerox)

- Create 2 Users (John and Michael) for each site

- Create a Project (Analytics) for each site

- Upload a Workbook to the Analytics project for

each site

- Login to our Portal

Authentication

Authentication

OpenIDSAML

Kerberos/Windows Auth

Trusted Authentication

Select and leverage the authentication method that works for you

Embedded Flow

Web Application Tableau Server

Reporting DBApp DB

TS Repository

Web & Mobile Users

Firewall

Questions

E M B E D D E D AN A LY T I C S R E L AT E D S E S S I O N S

Embedded analytics with the Tableau PlatformOct-23 | 12:30 – 13:30 | L3 - 349

Mobile app bootstrap | Custom mobile appsOct-24 | 12:00 – 13:00 | L2 - 270

JSAPI Customization and EmbeddingOct-24 | 10:15 – 11:15 | L2 - 263 Oct-25 | 10:45 – 11:45 | L2 - 297

How to build a Tableau portal in 60 minutes or lessOct-24 | 10:15 – 11:15 | L2 - 286 Oct-25 | 12:30 – 13:30 | L2 - 286

#DataDev Resources

TC18 Developer Track Contenthttp://tabsoft.co/tcdevtrack

Tableau Developer Programhttp://tableau.com/developer

Free environment for development

Early access to info and APIs

Tableau on GitHubhttp://github.com/tableau

Additional Resources

Tableau Embedded Playbookhttps://tableau.github.io/embedding-playbook/

Tableau_tools (Python library)https://github.com/bryantbhowell/tableau_tools

Tableau Server Client Libraryhttps://tableau.github.io/server-client-python/

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