Product Guide

Introduction

The DreamTeams Extension for Tableau allows users to share metrics from your Tableau workbook to Microsoft Teams. Using DreamsTeams allows users to share insights quickly and easy with their whole organisation, even non Tableau users! DreamTeams allows you to share a viz along with a title and text for you to add more context to your findings, all within Tableau! You can even tag individual or multiple members within your channel so they don’t miss your viz!

If you are using the trial version of DreamTeams please read this manual before you start:

Let’s get Started

When dragging in the extension object, locate the DreamTeams ‘trex’ file supplied by Infotopics | Apps for Tableau. You will be presented by the familiar ‘Teams’ logo. Important: Use the configure dropdown of the extension to begin configuring. Log in using your Microsoft Teams account or through a webhook URL, below we will explain more.

DreamTeams get started - Microsoft Teams in Tableau

Connection Configuration

Before logging in to Teams, allow messages to Teams and/or chat. Login to Microsoft Teams by clicking the blue login button. This will open a browser for you to enter your details (see GIF below), there will be a confirmation once logged in successfully. This can only be a business or a student Teams account.

DreamTeams Connection Configuration - Microsoft Teams in Tableau

Configure Integration

Once logged in, you will see your Teams channels from the dropdown menu as well as the channel within that Team below. Choose your desired location to share your viz’s. Selecting your teams will show you your list of Teams, choose your desired team. This will load the channels within that team.

Set up a channel webhook URL

To find out how to use a Channel Webhook URL instead click on the link within the extension or here, this will give you a step by step guide: https://docs.microsoft.com/en-us/microsoftteams/platform/webhooks-and-connectors/how-to/add-incoming-webhook#create-incoming-webhook-1 

Drawbacks of connecting a channel using a webhook URL

1-Step Configuration 2-Step Configuration
You just have to click the login button in DreamTeams.

You need to create a webhook URL for your channel in teams and use this URL in DreamTeams.

Access to all Teams and Chats Access to only one Channel
You can send messages to any Team or Chat your Microsoft account has access to. DreamTeams provides a simple dropdown menu to choose from. A webhook URL can only be valid for one channel. Therefore, all messages can only be sent to one Channel (which is part of one Team).
Mention Team Members No Mentions possible
You can mention (tag) your teammates to a message, and they will receive a notification.

Unfortunately, webhook URL doesn’t have access to team members of a channel. DreamTeams has a ‘TO’ field which can be used to address your teammates, but it will be displayed as plain text and the team members will not be notified.

Worksheet Data

Here is where you will be creating the viz you would like to share with your team on Teams! Trigger them with your findings to start the discussion in Teams. It’s possible to create one more multiple viz’s here, rather than having to create one by one. Once created they can be sent individually later. Be sure to enter a title that will be clear in what you’re showing.

DreamTeams Worksheet Data - Microsoft Teams in Tableau