Install the Tableau Viz Lightning Web Component and Customize the View | Embed Tableau Visualization
624 بار بازدید -
2 سال پیش
-
#salesforce
#salesforce
#trailhead
#salestraining
#salesforcetrailhead
Embed Tableau Visualizations in Salesforce
Install the Tableau Viz Lightning Web Component and Customize the View: https://trailhead.salesforce.com/cont...
Click the Install a Package tab.
Paste 04t5w000005diA4AAI into the field.
Click Install.
Select Install for Admins Only, then click Install.
When the app is finished installing, you see a confirmation page and receive an email sent to the address associated with your playground. Go ahead and click Done.
Now, go ahead and embed the Tableau Viz Lightning web component into the home page of your playground.
Add a Tableau View to the Home Page
Click App Launcher, then find and select Sales.
Click Setup Gear Icon. and select Edit Page.
Drag the Tableau Visualization component from the Custom - Managed list to the top of the Page Canvas.
Tableau Viz component on the home page
Change the URL
By default, the Tableau Viz Lightning web component loads a Tableau view from Tableau Public. You can change the view by entering a different URL. It supports embedding views from Tableau Public, Tableau Cloud, and Tableau Server.
For this project, use a Tableau view from Tableau Public.
Open the following URL in a separate tab.
https://public.tableau.com/views/Mark...
Scroll to the bottom of the visualization. In the toolbar, click the Share icon. You might need to maximize the browser window or switch to fullscreen to view the toolbar.
cursor hovering over share icon
In the Share dialog box, copy the URL from the Link text box.
URL in the Link field highlighted
Click Save.
Then click Activate.
Choose Assign as Org Default, and then click Save again.
Click Back in the Lightning toolbar to go back to the page you were on.
Examine the Tableau view to see the amount of information displayed on the page. Notice how you can use the scroll bars in the view to see the data that is hidden from view
00:00 Introduction
00:41 Install for Admins Only
01:44 Tableau Visualization
#trailhead
#salestraining
#salesforcetrailhead
Embed Tableau Visualizations in Salesforce
Install the Tableau Viz Lightning Web Component and Customize the View: https://trailhead.salesforce.com/cont...
Click the Install a Package tab.
Paste 04t5w000005diA4AAI into the field.
Click Install.
Select Install for Admins Only, then click Install.
When the app is finished installing, you see a confirmation page and receive an email sent to the address associated with your playground. Go ahead and click Done.
Now, go ahead and embed the Tableau Viz Lightning web component into the home page of your playground.
Add a Tableau View to the Home Page
Click App Launcher, then find and select Sales.
Click Setup Gear Icon. and select Edit Page.
Drag the Tableau Visualization component from the Custom - Managed list to the top of the Page Canvas.
Tableau Viz component on the home page
Change the URL
By default, the Tableau Viz Lightning web component loads a Tableau view from Tableau Public. You can change the view by entering a different URL. It supports embedding views from Tableau Public, Tableau Cloud, and Tableau Server.
For this project, use a Tableau view from Tableau Public.
Open the following URL in a separate tab.
https://public.tableau.com/views/Mark...
Scroll to the bottom of the visualization. In the toolbar, click the Share icon. You might need to maximize the browser window or switch to fullscreen to view the toolbar.
cursor hovering over share icon
In the Share dialog box, copy the URL from the Link text box.
URL in the Link field highlighted
Click Save.
Then click Activate.
Choose Assign as Org Default, and then click Save again.
Click Back in the Lightning toolbar to go back to the page you were on.
Examine the Tableau view to see the amount of information displayed on the page. Notice how you can use the scroll bars in the view to see the data that is hidden from view
00:00 Introduction
00:41 Install for Admins Only
01:44 Tableau Visualization
2 سال پیش
در تاریخ 1401/11/14 منتشر شده
است.
624
بـار بازدید شده