Tableau Cloud

The Tableau App for Microsoft 365 integrates Tableau visualizations and Pulse metrics directly into Microsoft Teams, PowerPoint, Word, and Excel to eliminate data silos and enable data-driven decision-making across organizations.

Key Capabilities

• Live Meetings & Messaging: Integrate metrics and visualizations into Teams meetings in real time, and share or pin content within channels and messages.
• Alerts & Digests: Receive Tableau Pulse digests and automated alerts directly inside Teams.
• Document Embedding: Insert live visualizations and Pulse metrics into PowerPoint presentations and Word documents.
• Excel Data Exchange: Import and export data directly between Tableau and Excel spreadsheets.

Installation & Requirements

• Microsoft Teams: Install the Tableau Cloud app directly via the Teams Marketplace.
• PowerPoint & Word: Add the application via the Office "Add-ins" menu (currently in Public Preview). Check Microsoft's documentation for platform compatibility.
• Licensing: Full functionality requires a Tableau Cloud license.
• Tableau Server: Server environments require manual configuration detailed in the GitHub Documentation.

Resources

• Installation Guidance (GitHub)
• Tableau Free Trial
• Contact Tableau Support