Adoption stalls when UX gets in the way. Learn how to use Tableau Server Client, the Embedding API, and VizQL Data Service to embed analytics, automate workflows, and reduce friction.
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Community Speaker
Reserved Seating
Video On Demand
Embedding Tableau into User Workflows to Boost Adoption
, Head of Data & BI, Batt Advisors
Role: Developer
Product: Tableau
Tableau Product: Developer Platform, Embedded Analytics, Tableau Cloud
Session Level: Intermediate
Session Type: Theater
- Tuesday, May 53:30 PM - 3:50 PM PDT(10:30 PM - 10:50 PM GMT)Theater 1 | Data Village, Ground LevelFIRST COME FIRST SEATED
- Thursday, May 78:30 AM - 8:50 AM PDT(3:30 PM - 3:50 PM GMT)Theater 3 | Data Village, Ground LevelFIRST COME FIRST SEATED
Session Summary: This session explored how an accounting firm transformed its analytics adoption journey by leveraging Tableau's developer tools to integrate dashboards seamlessly into users' daily workflows. Initially, the firm faced significant challenges with user adoption due to friction caused by multi-step access to dashboards, MFA complications, and misalignment with users' routines. By utilizing Tableau Embedding, Tableau Server Client (TSC), and Virtual Data Sources (VDS), the team reimagined the user experience, embedding dashboards directly into their internal platform and creating personalized KPI views, automated workflows, and simplified data access. The outcome was a streamlined, user-friendly system that increased engagement, reduced training needs, and ultimately enabled both internal teams and external clients to access actionable insights effortlessly, laying the groundwork for future AI-powered enhancements and client-facing tools.
Key Takeaways:
• Embedding Tableau dashboards into users' existing workflows significantly reduced friction, allowing for faster and more intuitive access to key data and insights.
• Automation through Tableau Server Client (TSC) simplified governance, improved data refresh processes, and minimized the need for training by offering a centralized and integrated platform.
• Virtual Data Sources (VDS) enabled the creation of quick, query-based insights without relying on dashboards, providing users with targeted, actionable data in a concise format.
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