Integrate your Tableau Next metrics into Lightning pages to bring specific insights directly to your users. To embed a metric component in the page, follow these steps.
Required Editions
| View supported editions. |
| User Permissions Needed | |
|---|---|
| To access Tableau Next components in Lightning App Builder: | Tableau Unmetered Admin or Tableau Next Admin permission set |
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On the Lightning home or record page you want to embed a metric in, click the Setup icon
and select Edit Page.
If you have multiple page layouts, open the Lightning App Builder in Setup to see the list of page layouts. Click Edit for the page layout you want to update.
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From the Lightning App Builder component palette, select Tableau Next
Metric and drag the component onto the page.
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In the component properties panel, configure these properties
- Choose the semantic data model to embed a metric from.
- Use the metric defintion dropdown list to select the metric to embed.
- Select the attributes you want to display for the metric, including period-over-period change, insight summary, and charts.
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To apply filters to the metric, click Add Filter.
Use the filter builder to select the metric dimension, the filter values, and the operator. You can also select Record Value or Static Value as the filter value type on a record page. For more information on filter values, see Filter Values for Embedded Visualizations, Dashboards, and Metrics.
- To control the component visibility, add filters in Set Component Visibility. For more information, see Visibility Rules on Lightning Pages.
After you embed your component, save and activate your Lightning page. For more information on page activation, see Activate Lightning Experience Record Pages.