How to Embed Tableau in Notion: A Step-by-Step Guide

Daisie Team -

Contents

1. Get to Know Tableau and Notion

2. Prepare Your Tableau Dashboard

3. Set Up Your Notion Page

4. Embed Tableau in Notion

5. Review and Share Your Notion Page

Seeking to combine the power of data visualization with the flexibility of note-taking? Look no further. This step-by-step guide will show you just how to embed Tableau in Notion, creating a data-driven workspace that's both insightful and organized.

1. Get to Know Tableau and Notion

Before we dive into the step-by-step process of embedding Tableau into Notion, it's essential to get a handle on what these tools are and why you'd want to bring them together. Let's start by understanding the basics of Tableau and Notion.

Tableau Overview

Tableau is a powerful data visualization tool that turns raw data into insightful, interactive dashboards. It's a favorite among data analysts and business leaders alike due to its ability to:

  • Handle vast amounts of data
  • Create a wide range of visualizations
  • Provide real-time insights
  • Offer interactivity for deeper exploration of data

By using Tableau, you can transform numbers and statistics into visual stories that are easy to understand and act upon.

Notion Overview

On the other hand, Notion is an all-in-one workspace where you can write, plan, collaborate, and organize. It's essentially a note-taking app on steroids. Notion stands out due to its ability to:

  • Combine notes, tasks, wikis, and databases
  • Customize layouts and structures
  • Collaborate in real-time with teams
  • Integrate with various apps and tools

So, Notion becomes your single source of truth for all your work, notes, tasks, projects, and now, data visualizations.

Why Embed Tableau in Notion?

So, why would you want to embed Tableau in Notion? The answer is all about leveraging the strengths of both tools. By embedding Tableau into Notion, you can:

  • Keep your data visualizations and related notes in one place
  • Access and analyze your data directly from your Notion workspace
  • Collaborate on data analysis in real-time
  • Build comprehensive project pages that include data insights

Essentially, embedding Tableau dashboards into Notion brings your data closer to your workflow, enhancing productivity and fostering a data-driven culture.

2. Prepare Your Tableau Dashboard

Now that you understand why you might want to embed Tableau in Notion, let's start by preparing your Tableau dashboard. You want to make sure your data and visualizations are ready for embedding.

Choose Your Data

The first step in preparing your Tableau dashboard is to choose your data. Here are some points to consider:

  • What insights are you trying to glean? The answer to this question will guide your choice of data.
  • Ensure the data is clean and well-structured. Tableau can handle a lot, but the better the input, the better the output.
  • If you're dealing with sensitive data, ensure it's properly anonymized or aggregated to protect privacy.

Remember, the goal is to provide meaningful insights, so choose data that helps you answer important questions.

Create Visualizations

Once you've chosen your data, it's time to create your visualizations in Tableau. Here's how:

  1. Import your data into Tableau.
  2. Use Tableau's drag-and-drop interface to create your visualizations. This could be anything from a simple bar chart to a complex heat map.
  3. Iterate and refine your visualizations. The great thing about Tableau is that you can adjust and tweak until you get the visualization just right.

Don't forget to take advantage of Tableau's interactivity features. They can add a lot of depth to your visualizations and enable deeper exploration of the data.

Publish Your Dashboard

With your visualizations ready, it's time to publish your dashboard. You can do this by:

  1. Saving your work in Tableau.
  2. Going to 'File' and then 'Server'.
  3. Choosing 'Publish Workbook'.

Make sure to note down the URL of your published dashboard. You'll need this in the next steps when you go to embed Tableau in Notion.

3. Set Up Your Notion Page

Got your Tableau dashboard ready? Great! Now, let's set up your Notion page where your dashboard will be embedded. The process is quite straightforward, but let's break it down.

Create a New Page

Start by creating a new page on Notion. Here's how:

  1. Click on "+ New Page" in your Notion sidebar.
  2. Give your new page a name that relates to your Tableau data. For instance, if your dashboard is about sales data, you might name it "Sales Dashboard".
  3. Choose a template if you'd like, or start with a blank page. It's totally up to you.

See? Creating a new page in Notion is as easy as 1-2-3!

Plan Your Layout

With your new page ready, the next step is to plan your layout. Think about how you want to structure your page. Do you want your Tableau dashboard to be the first thing people see, or would you like to include some explanatory text first? Maybe a bit of both?

Notion's flexibility allows you to structure your page in a way that best suits your needs. So, feel free to experiment with different layouts until you find the one that works best for you.

Add Embed Block

Now, let's add an embed block to your Notion page. This is where you'll paste the embed code from Tableau.

  1. Click on the "+ Add a block" button on your Notion page.
  2. Scroll down and select "Embed" from the menu.
  3. An embed block will appear on your page, waiting for your Tableau embed code.

With your Notion page and embed block ready, you're all set to embed Tableau in Notion. Let's get to it!

4. Embed Tableau in Notion

Alright, you've set up your Notion page and it's looking good. Now, let's get to the fun part: embedding your Tableau dashboard in Notion. Here's how you can do it:

Get Embed Code from Tableau

The first thing you need to do is get the embed code from Tableau. This is what you'll paste into your Notion page. Here's how to get it:

  1. Go to your published Tableau dashboard.
  2. Click on "Share" at the bottom of the page.
  3. Choose "Embed Code".

And voila! You now have the embed code from Tableau. Copy this code, because you'll need it in the next step. Remember to treat this code like your favorite secret recipe — don't share it with anyone!

Paste Embed Code in Notion

Next, you'll paste the embed code into the embed block you created in your Notion page. Here's how:

  1. Go to your Notion page.
  2. Click on the embed block where it says "Embed a link...".
  3. Paste the embed code in the input box.
  4. Hit "Embed Link".

Bam! You've just embedded your Tableau dashboard in Notion. But wait, there's one more step!

Adjust Visual Settings

Depending on the size of your Tableau dashboard and the layout of your Notion page, you might need to adjust the visual settings of your embedded dashboard. Notion gives you a few options:

  1. You can adjust the size of the embed block.
  2. You can decide whether to show or hide the Tableau toolbar.
  3. You can choose to allow or disallow interactions with the dashboard.

Feel free to play around with these settings until your embedded Tableau dashboard looks just right on your Notion page. And with that, you've successfully embedded Tableau in Notion!

5. Review and Share Your Notion Page

Well done! You have successfully embedded the Tableau dashboard in Notion. But hang on, we're not done yet. It's time to review and share your masterpiece with the world. Ready? Let's jump right in.

Review Your Embedded Dashboard

Before you share your Notion page, it's a good idea to take a moment and review your embedded dashboard. Check if everything looks just as you envisioned. Here are a few things to look out for:

  1. Are all the charts and graphs displaying correctly?
  2. Is the size of the embed block optimal?
  3. If you allowed interactions, are they working as expected?

Remember, perfection lies in the details. So, take your time to ensure everything is in order.

Share Your Notion Page

Happy with your review? Great! Now, let's share your Notion page. It's quite easy, you know.

  1. Go to the top-right corner of your Notion page and click on "Share".
  2. Turn on the "Share to the web" toggle.
  3. Click on "Copy Link" to grab the URL of the page.

And there you have it. You can now share this link with anyone, anywhere — they don't even need a Notion account to view your page. How cool is that?

Collect Feedback

Finally, it's always a good idea to collect feedback. After all, it's through feedback that we improve, right?

Ask your viewers what they think about your embedded Tableau dashboard. Do they find it informative? Is there anything they would like to see added? Are there any issues with viewing or interacting with the dashboard? This feedback will be invaluable in helping you improve future dashboards and Notion pages.

So, there you have it. You now know how to embed Tableau in Notion, review your work, and share it with others. Keep practicing and experimenting, and you'll soon be a pro at it. Happy embedding!

If you found our step-by-step guide on embedding Tableau in Notion helpful, you'll definitely want to check out Ansh Mehra's workshop, 'How to Notion - Guide to Creative Documentation'. This workshop will dive deeper into the world of Notion, teaching you how to effectively use the platform for all your creative documentation needs.