Add Tableau Next Metrics, Dashboards, and Visualizations to a Slack Canvas

When you paste a Tableau Next link into a Slack canvas, you can choose to display a preview of the metric, dashboard, or visualiation (viz) as a card. Unlike sharing a Tableau Next link in a direct message or channel, previews in Slack canvases regularly refresh data from each viewer’s perspective. And you can see when the data was last refreshed at the bottom of the card in the canvas.

Required Editions

View supported editions.
User Permissions Needed
To share metrics in Slack: Tableau Unmetered Consumer or Tableau Next Consumer or Tableau Unmetered Self-Service Consumer or Tableau Next Self-Service Consumer permission set

Ask your Slack and Salesforce admins to Enable Slack for Tableau Next.

  1. Open a canvas in Slack.
  2. Paste a Tableau Next link to a metric, dashboard, or viz.
  3. From the Paste As menu, choose Card.
  4. Click Refresh to see the latest data within Slack.

Because a preview in a Slack canvas has live data, a viewer must have access to the object and its data in Tableau Next to view the preview. If the user doesn’t have access to the object in Tableau Next, then they see a message encouraging them to ask their Tableau Next admin for access.