Tableau is a popular business intelligence software that helps companies view and analyze large sets of data.
By placing your Views on a digital display, you’ll be able to provide your team with a consistent outlook of critical data without the need to login to the website.
What You’ll Need
- Mvix Select Suite Package
- Internet Connectivity
- A Tableau Account
Important Note: You will need to add a new site to your account instead of using the default home server address. The user logging onto Mvix CMS will also need administrator permissions on Tableau.
Tableau Token Setup
Starting in 2025, Tableau Cloud now requires MFA. As such, you will first need to configure the Access Token in Tableau first. If you are using Tableau Server without MFA, this step can be skipped.
- On your Tableau account, locate the “Settings” module at the bottom of the left menu
- In the “General” tab, locate the “Personal Access Tokens” section and check the box that says “Enable personal access tokens”
- Next, click on the “Users” module located above the “Settings” one you previous clicked on
- Then, click on the “Settings” tab
- Under “Personal Access Tokens”, type a name that is easy to reference (such as “Mvix CMS”) and then click “Create Token”
- You will receive the Token Secret when you create a token. Please store a copy of this in a safe place as you will need it during setup on the Mvix CMS and it will not show again after closing the window.
Logging Into Tableau On Mvix CMS
- Access the Add Media Module on the Mvix CMS. From the “Select Suite” category, you’ll find the Tableau App. Click on that and the CMS will show the below screen. (1) Click on “Connect to Tableau” to enter the login section.
- An authentication popup will appear. This will have two tab options:
- Manual: For Tableau user utilizing Tableau Server
- PAT: For those using Tableau Cloud or MFA
- Under Manual you will need to add in:
- Server Address (You will need to omit “https:// or http://”)
- Site Name (which will need to be set up on Tableau)
- Username
- Password
- PAT requires the following information:
- Server Address (You will need to omit “https:// or http://”)
- Site Name (which will need to be set up on Tableau)
- Access Token Name (created in the above section)
- Access Token Secret (The long password you received when creating the token)
- Enter the relevant information then (2) click “Login With Tableau” to connect your account to Mvix CMS.
- Once connected, you’ll be presented with your (3) “Views” and (4) “Workbooks” that are on your Tableau account.
- Mvix CMS allows you to showcase either one or multiple views & workbooks in a slideshow. Simply (5) click on the ones you would like to be included and you will see a border appear on the chosen selections.
- If you select multiple views/workbooks, the (6) Advanced Settings section will appear. This lets you choose the Transition Effect and the Slideshow Duration (in seconds) between the slides.
- If you would like to preview your current selection, (7) click “Preview” on the bottom left.
- Then, (8) name your media something easy to remember and (9) click “Save Media” to add this to your Media Library.
Problems, Questions, Corrections: If you have any further questions, problems, or corrections you would like to see made, please open a support ticket.
