May 2, 2012

Tableau Tip: Embedding a Presentation in a Dashboard

Monday night I had the honor of running a training session for the LA Tableau User Group.  You can download the presentation and Tableau workbook here.

One of the features of Tableau that I showed them was a PowerPoint presentation embedded in a Tableau dashboard.  I use this technique quite often as it allows me to stay in one tool, thereby negating the need to flip back and forth to PowerPoint.

In this blog post, I will review the steps to use this functionality.   

This example assumes you are using Google Docs to host your presentation.  This technique also works with presentations hosted on SharePoint.  Any other web-based presentation solution should work as well.

Step 1 – Create a new dashboard in Tableau

Step 2 – Navigate to your presentation on the web and open it

Step 3 – In Google Docs, click on Start Presentation

Step 4 – Click on the URL to highlight it, right-click and choose Copy

Step 5 – Go back to Tableau and drag the Web Page object onto the blank dashboard

Step 6 – Once you drop the Web Page object onto the dashboard, the Edit URL window appears.  Paste the URL for your presentation (from Step 4) and click OK.

That’s it!  Your presentation is now embedded within a Tableau dashboard.

If you don’t like the black space to either size of the presentation, the optimal size for the window (assuming you’re using a presentation from Google Docs) is 792 x 600.

Give it a shot.  I bet you’ll use this over and over again.