Data Viz Done Right

May 3, 2012

Tableau Tip: Embedding a Dashboard in PowerPoint in 8 simple steps (Yes, you read that right!)

16 comments

Yesterday I wrote about a method for embedding a presentation within a Tableau dashboard.  Of course, this spawned the opposite question:
Is there a way to embed a Tableau Dashboard in a PowerPoint presentation?
Good news!  The answer is YES!  Here’s how.

Step 1 – Install the LiveWeb PowerPoint add-in (instructions via LiveWeb)
  1. Download the add-in here
  2. Extract the contents of the zip to a folder
  3. Launch PowerPoint
  4. Click on Tools | Add-ins to bring up the add-ins window
  5. Click on Add to bring up the 'Add New PowerPoint Add-in' dialog box
  6. Navigate to the folder where the contents of the zip file was extracted and select 'LiveWeb.ppa' and click on OK.
  7. You might be prompted with the macro virus warning. Enable the macros. When the Add-in is properly loaded, it will display a 'X' against the add-in name.
That's it. You have successfully loaded the add-in.  You should see the LiveWeb add-in appear on the “Insert” tab of PowerPoint.


Step 2 – Go to your Tableau dashboard (either on Tableau Public or Tableau Server) and copy the URL link for the viz. 


You have two options for getting the URL for the viz.
  1. From the browser address
  2. Click on the Share button on the bottom left of the viz and copy the Email link

Step 3 – Go back to PowerPoint and click on the Web Page option on the LiveWeb add-in.  A wizard will appear.

Step 4 – Enter the URL for your viz from Step 2, click Add, then click Next





Step 5 – Choose the “Yes, refresh web page automatically” option.  This ensures that your viz updates live from the source (Public or Server) each time you launch the PowerPoint presentation.  Click Next. 


Step 6 – Choose the size and position of the viz in the slide.  I prefer 100% so that the viz is as big as possible, but the default is 90%.  Click Next.


Step 7 – Click Finish


You should receive the following message if you successfully embedded the web page.


Step 8 – Launch the presentation


Some notes and observations:
  1. The viz might be a bit slower to load than when viewed in Public or Server.  This viz took about 10 seconds to load.
  2. It can be tricky to get the mouse pointer to show up.  You’ll have to play around with it to see what I mean.
That’s it!  Good luck and enjoy!

16 comments :

  1. Andy,

    great article (as usual). Many thanks for sharing.
    I took the liberty to write a follow-up to your post describing how to embed Tableau visualizations into PowerPoint without using the LiveWeb add-in:

    Embed Tableau Visualizations in Power-Point

    I thought this might be helpful for people who – for whatever reason – can't use the add-in.

    ReplyDelete
  2. Hi Andy,

    A quick question for embedding a presentation within a Tableau dashboard is it that we requir server. cant we give our local system path.

    I tryed to do but its not working. is there any solution on this.

    Regards
    Bhujang

    ReplyDelete
    Replies
    1. What do you mean by local system path? The workbook itself?

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  3. Can you attach the file out here so we can download and have a look at the final product?

    Regards,
    Shalin

    ReplyDelete
  4. I have the same problem as Bhujang. I'd like to embed a dashboard in ppt without any internet connectivity, ie via a local system path. Do you know if/how this is possible?

    Thanks!

    ReplyDelete
    Replies
    1. I would think that all you need to do is use the path to the file. I have not tested it.

      Delete
  5. Hello Andy,
    Thanks for this forum. Have you attempted what Taryn is asking above yet?

    ReplyDelete
  6. Same problem as above. Can't we point the powerpoint to a local file on the c:Drive and how do i do it.

    ReplyDelete
  7. I can get this to work only if I log in to the Tableau server when the first viz appears. Is there a way to specify login credentials in the URL? I will be deploying thin clients in my manufacturing area with metrics for the specific workcenters.

    ReplyDelete
  8. There's no way that I'm aware of Matthew.

    ReplyDelete
  9. I had trouble getting this to work with PowerPoint 2013. I had to use information on this page to get it to work: http://support.microsoft.com/kb/2793374

    Now that I have it working, it asks me to log in to Server every time I run this, and it forgets by login credentials by the next slide. This is something that needs to be overcome if I am to use this.

    ReplyDelete
    Replies
    1. Thanks for the feedback Brandon! This looks like a limitation on the Tableau Server side. Hopefully it'll be addressed.

      Delete
  10. Hi,
    I downloaded live web but after following all the steps to add the add-in I couldn't see 'live web' neither in insert tab nor in Add-Ins tab.

    ReplyDelete
    Replies
    1. Nishant, that sounds like a PowerPoint bug. I would check with the LiveWeb developer and see they know the answer.

      Delete
  11. Hi Andy,

    According to the LiveWeb Documentation, LiveWeb won't work on Macs. Have you tried to embed a Tableau Viz into PPT on a Mac? Do you know any work arounds?

    Thanks!

    -Anja

    ReplyDelete
  12. Hi Andy. I really appreciate for sharing your know-how. And.. I have a question. I tried Live-Web and I also successed in embedding tableau dashboard in Powerpoint. But I have no idea how to print out Powerpoint in the state of my tableau dashboard is emdded. Whenever i tried to print out, the place where i embedding tableau is just blank. Can you help me about this problem?

    ReplyDelete