Server Admin
The steps and resources below will help you Install Tableau Extensions.
Access to the Customer Portal
Your contact person in your organisation will provide you with an invite to the Apps for Tableau customer portal. Your company can invite users themselves or you can contact us by email at [email protected].
The customer portal is your hub for all the essential resources, including installation files and documentation.
Provide the Dashboard Creator with the TREX files
Share the TREX file with end users to ensure the seamless functionality of the installed Extension.
Adding Extension object to a dashboard
Tableau Extensions are powered by the sheets on your dashboard, when configuring we recommend using a separate data sheet, we have a blog which shows the benefits of this.
- In a Tableau workbook, open a dashboard.
- Make sure to add your datasheet to the dashboard
- From the Objects section, drag Extension to the dashboard.
Access Local Extension
Click on the “Access Local Extensions” dialog box, this will bring up a separate window for you to locate your Tableau extension file (.trex). Once purchased an extension through AppsforTableau you will be provided with your extension file, this can be shared within your organization for dashboard creators to use in their dashboards.
Configure the Extension
Configure your Extension by clicking on the more options dropdown on the Extension object. Some have a configuration button within the window which can also be used. Each configuration screen of Apps for Tableaus Extensions are self built, easy to use and offers users to format each extension to best fit their use case. See our Documentation Page for product guides on your Extension.
Publish your workbook to Tableau Cloud or Tableau Server
After perfecting your dashboard with Tableau Extensions, it’s time to share your insights with your team. By publishing your workbook to Tableau Cloud or Tableau Server, your enhanced visualizations will be accessible to your teams or clients.
All data is client side rendered, Apps for Tableau does not have access to your data.
Add Tableau Extensions to the safe list on Tableau Cloud or Tableau Server
Ensure your Tableau Extensions to work seamlessly for all users by whitelisting and setting permissions on your Tableau Cloud or Tableau Server.
On the safe list, you can control whether to grant the Extension full data access. You can also control whether users will see a prompt asking them to allow the Extension access to data. If the Extension does not require full data access, you don’t need to add it to the safe list. You might want to add an Extension to the safe list just so that you can configure whether or not users see the prompts.
A step-by-step guide:
- Go to Settings > Extensions.
- Under Enable Specific Extensions, add the URL of the Extension. See Identifying an Extension.
- Sinds version 2024.2 you can whitelist a wildcard URL. To whitelist all Apps for Tableau cloud Extensions at once: https://extensions-appsfortableau.infotopics.com/.*
The .* means everything after the URL is whitelisted. - Choose to Allow or Deny the Extension Full Data Access. Full data access is access to the underlying data in the view, not just the summary or aggregated data. Full data access also includes information about the data sources, such as the names of the connection, fields, and tables. In most cases, if you are adding an Extension to the safe list you will also be allowing to have access to full data. All data is client side rendered, Apps for Tableau does not have access to your data.
- Choose to Show or Hide the User Prompts. Users see the prompts by default when they are adding an Extension to a dashboard, or when they are interacting with a view that has an Extension.
How to get the most out of Tableau Extensions
