Data visualization has become an indispensable tool for businesses worldwide. Tableau, a popular data visualization platform, helps teams to make sense of large data.
Combining Tableau with other popular tools can make workflows more efficient. This is where Notion comes in—a powerful all-in-one workspace that can integrate with Tableau for better collaboration and productivity.
In this blog post, we will take a closer look at what Tableau is, the benefits of using Tableau for teams, and how a Notion-Tableau integration can enhance your team's productivity. We'll also go over the step-by-step process of integrating Tableau data in Notion.
What is Tableau?
Tableau is a data visualization platform that helps teams transform raw data into meaningful insights. With Tableau, users can create, and share interactive dashboards with their team members or clients.
Benefits of Using Tableau for Teams
Tableau offers many benefits to teams that work with large amounts of data. Here are a few advantages of using Tableau for collaborative projects:
1. Better Data Insights: Tableau makes it easy to turn raw data into valuable insights. With Tableau, you can explore your data and identify patterns, trends, and anomalies.
2. Improved Collaboration: Features such as shared workbooks make collaboration easier for distributed teams. With Tableau, team members can work on the same project and visualize changes in real time.
3. Flexibility: Tableau's drag-and-drop interface makes it easy to use for non-technical team members. Its scalability allows teams to start small and grow as their data needs evolve.
In this tutorial, we will show you two ways to embed Tableau data in your Notion Doc. Ready to get started? Let’s dive in!
Method 1: Using Notion’s built-in embed block
The first method we'll cover is the simplest-using Notion’s built-in ‘Embed’ block. This method works for embedding many apps inside Notion, but we'll focus on Tableau here.
Please note: This method works only for Public Tableau, i.e., sites published on Tableau’s public server. If your team has a private Tableau workspace, there currently isn’t any integration offered by both apps. In that case, we recommend you skip directly to method 2 below to embed Tableau in Notion via Plus.
First, go to the Tableau.com homepage and log in to your account. Click on “Publish Workbook” and select “Share”
A popup window will appear on your screen with embed details. Here, copy the website’s link to your clipboard.
Next, open your Notion page, type the “/” command anywhere, and select “Embed.” Then paste the link generated by Tableau. Your tableau site will now appear inside Notion.
Check out the GIF below for visual aid.
You’ll notice that the Tableau page embed will appear strange and not fit to scale. You will need to resize and position the embedded Tableau lots of times to fit your Notion page.
What if you need to customize and tailor what data to share from your Tableau site, without setting up integrations or switching to public servers? What if you need to embed individual charts or reports and not the entire dashboard? Method 2 is the perfect solution for you, check it out below.
Method 2: Use Plus to embed Tableau data in Notion
You’ll get the most out of Notion and Tableau with Plus. Our Chrome extension transforms data from any app into a live Snapshot that updates in real-time. Here’s what you need to get started.
Before we begin, make sure to set up your Plus account & install the extension.
To use Plus, install the Chrome extension by clicking here. After installation, head over to your Tableau site and click on the Plus icon in the top-right corner of your browser.
Note that, unlike method 1, it doesn’t matter if you are using a Public Tableau or a private team server.
Step 1: Take a Snapshot with Plus
In this example, I’d like to capture and share a specific view from my Tableau site. I want to capture the dashboard that visually represents my sales target, instead of my entire Tableau site. Below are the steps that make this possible.
First, you need to click on the Plus extension on your browser, which lets you instantly capture any area of your screen with just a few clicks. To get started, click the “Take Snapshot” button.
In this example, I will select only one report from my Tableau site and take a Snapshot of the details. It's extremely simple to take Snapshots —draw a box around the area you’d like to capture.
When the Snapshot is successful, a popup window will let you know it worked. Click on the button titled ‘copy the link to the clipboard’. Check out the GIF below for a visual step-by-step guide.
Step 2: Copy the URL of your Snapshot and paste it into Notion
Once you've captured a live Snapshot of your customized Tableau site, paste the URL inside your Notion document.
Your Snapshot will now appear as a live view of Tableau data within Notion—feel free to adjust it to fit your layout needs.
If you want to embed Jira into Notion next, here’s a step-by-step guide.
Conclusion
A Notion-Tableau integration can unlock a new level of collaboration and productivity for teams that work with data daily.
By following the steps outlined in this blog post, you can seamlessly embed Tableau sites in Notion and enjoy its powerful data visualization capabilities.
There are different ways to embed Tableau in Notion so that you can view your Tableau visual reports without ever having to leave your workspace. The method that you choose will depend on your needs and preferences.
Plus makes bridging these two platforms simple and efficient. With no coding knowledge or complex API integrations required, embeds are seamless and quick.
Get a clear overview of your top-priority data with Plus' custom views for Tableau. Customized live snapshots ensure viewers are not overwhelmed by an entire board. It also helps teams showcase exactly what is important right now.
With better insights and improved collaboration, your team can make more informed decisions, streamline workflows, and achieve better results. Give Plus a try today!
