README

Tableau integration plugin for Craft

Requirements

This plugin requires Craft CMS 3.x and a Tableau 2.x server.

Installation

Install ShipStation Connect from the Plugin Store or with Composer

From the Plugin Store

Go to the Plugin Store in your project’s Control Panel and search for Tableau Connect.” Click on the “Install” button in its modal window.

With Composer

Open your terminal (command line) and run the following commands:

# go to the project directory
cd /path/to/my-project

# tell Composer to load the plugin
composer require fostercommerce/tableauconnect

# tell Craft to install the plugin
./craft install/plugin tableauconnect

After installing with composer, go to the Craft control panel plugin settings page to install and configure the settings for the plugin.

Configuration

Tableau Server URL

This is the URL to your Tableau installation, example: https://tableau.my-org.com

Requires Authorization

Enable this setting if you need to access views which require user authorization.

Note: This uses Tableau's "trusted" scheme which requires your web server's IP address to be add to the Tableau servers list of trusted addresses. See Adding Trusted IP Addresses

Template Usage

Render Visualization

Parameters

view

The view to render.

{{ craft.tableauconnect.renderVisualization('Workbook/SomeView', {...}) }}

options

Supports all options supported by Tableau JS API

onFirstInteractive and onFirstVizSizeKnown should be passed in as strings to Tableau Connect.

See onFirstInteractive and onFirstVizSizeKnown event classes for details about the function callback arguments.

requiresAuthorization

Override the system-wide authorization configuration for this specific view:

{{ craft.tableauconnect.renderVisualization('Your/View', {...}, false) }}

Example

{{craft.tableauconnect.renderVisualization('Your/View', {
  hideTabs: true,
  hideToolbar: true,
  width: '600px',
  height: '480px',
  onFirstInteractive: 'myCustomOnFirstInteractive',
  onFirstVizSizeKnown: 'myCustomOnFirstVizSizeKnown',
})}}

{% js %}
/**
 * args: {
 *   key: Key applied to visualization container
 *   container: Element visualization is loaded into
 * }
 */
function myCustomOnFirstInteractive(e, args) {
  // Do something...
}

/**
 * args: {
 *   key: Key applied to visualization container
 *   container: Element visualization is loaded into
 * }
 */
function myCustomOnFirstVizSizeKnown(e, args) {
  // Do something
}
{% endjs %}

Tableau Authorization Check

If the "Requires Authorization" setting is enabled, you can check if a logged in user is authorized by Tableau to view a visualization. If the setting is disabled, this will always return true.

{% if craft.tableauconnect.token %}
  <!-- Render visualization -->
{% else %}
  Not authorized to view visualization
{% endif %}

Embed Visualization

<iframe
  src="{{craft.tableauconnect.embedUrl('Your/View')}}"
>
</iframe>