Note: This guide will walk you through publishing Tableau dashboards on digital signage using the Fugo TV Dashboards feature. If you are looking for instructions, you can jump to section 2: How to share a Tableau dashboard to your digital signage screens.
Get a clear overview of your business with the Tableau analytics platform on the big screen
As the world’s leading analytics platform, Tableau is a big player in the problem-solving industry. Providing key insights through their visual analytics platform, they can empower you and your business to make critical changes and use your data intelligently.
With such a detailed and easy-to-use dashboard to help you see and analyze your data, it only makes sense to play to Tableau’s strengths and present the insights it gives you on the big screen, in front of the key players that can make decisions based on those insights.
This is where your digital signage comes into play, allowing you to set up screens in front of the teams that need to make use of the data, rescuing it from behind pesky logins and creating a more collaborative and effective environment for your business.
Tableau & Fugo TV Dashboards
Fugo’s new TV Dashboards feature allows for smart, easy, and - most importantly - secure integration with your Tableau dashboards. It allows for you to make full use of your Tableau dashboards and display them on workplace screens without having to risk your privacy by creating a publicly accessible URL, or by storing your login credentials on an insecure player that can be taken out of the office or remotely accessed, revealing your details.
Fugo handles all of your encryption and access on a private and secure Cloud server, which means you can rest easy in the knowledge that your data is safe and sound, and won’t be intercepted by people sniffing around your network. This makes Fugo one of the most secure digital signage platforms available for integration with third-party dashboards.
Let's dive in!
1. Best Practices for Using Tableau with Fugo
Before we start the walkthrough for connecting your Tableau account and displaying your dashboards on your digital signage screens, let’s go over a few best practices for connecting a third-party service with Fugo CMS:
1. Create a service account:
We've worked hard to develop the TV dashboards feature so that your sensitive data is completely secure. But as an extra precaution, we highly recommend using a 'least privileged' service account when setting up your dashboards - this is usually an account that has read-only permissions for the dashboards you want to display on your screen(s.) You can read more about how to set up a service account with Google here.
2. Start with your dashboard URL
It's often the case that you can navigate directly to your target dashboard's URL when creating a new dashboard in Fugo. This will require you to log in, and then you’ll be redirected back to your destination. This is the quickest and most reliable journey you can make in Fugo Dashboards as it cuts out unnecessary steps in your journey.
3. Search for your dashboard
Most dashboard services have search capabilities. Instead of clicking through multiple menus, you can get to your target content quicker and more reliably by searching for it. We recommend searching the full name of the content you want to display, as partial search terms may return more items you'll have to sift through.
2. How to share a Tableau dashboard to your digital signage screens
Connect your screens to a Fugo account
2.1 Log into your Fugo Account. If you don’t have an account yet, you can start your 14-day free trial here.
: TV Dashboards are a part of Fugo's Business Plan. During your free trial, you can create one dashboard. To create any more, you will need to upgrade your plan.
2.2 Make sure your screen(s) are connected to Fugo CMS. If you haven’t connected your screen(s) yet, you can find the instructions for that here.
Create a new dashboard
2.3 Click Dashboards in the top navigation bar to go to your Dashboard library. If you have not created any dashboards yet, this page will be empty.
2.4 Click Create Dashboard to get started. This will take you to the New Dashboard recorder page where you will follow the instructions to capture and preview your dashboard before publishing it to screen.
2.5 You’ll need to enter the URL of the Tableau dashboard you want to display and click Go.
2.6 If this is your first time creating a TV dashboard, a popup guiding you on how to configure your Chrome browser to allow the Fugo recorder to run in incognito mode will appear. You can find our instructions for allowing incognito mode here. If this is not your first time, you can skip this step.
2.7 The Fugo recorder will open a new incognito window using the login URL you entered earlier. This window will contain the Tableau login screen; enter your Tableau username and password to sign in as normal.
2.8 Now that you’re signed into your Tableau account, you will need to navigate to the dashboard that you want to display on your screens. You’ll notice that your clicks and actions are recorded in the right-hand side pane. This pane builds a step-by-step walkthrough for the Fugo recorder of how to log in and access your dashboards, and you can edit or remove steps along the way if you make any mistakes.
💡 Tip: When you’re looking for your dashboard inside Tableau, we recommend using the search bar instead of sifting through all of your available dashboards. This allows the Fugo recorder to find the correct dashboard much faster and prevents the recorder from getting lost if the location or order of your dashboard changes.
2.9 Once you’ve reached the dashboard that you want to display, click Capture Dashboard in the recording pane at the bottom of your window. This will capture the whole screen, and prepare it for display on your digital signage.
If you want to publish only one portion of your dashboard, you can click on the Camera icon and hover over the portion you’d like to capture.
2.10 The recorder will now close. At this stage, you will see a “loading” area in Fugo CMS — this may be present for several seconds to a few minutes while the Fugo recorder securely sends the instructions from the right-hand pane to the secure Cloud server, and fetches the first screenshot for display. Once it appears, ensure that it looks the way you’d expect.
❗ If you find that the Recorder can’t log in, ensure that your email and password are correct. If you can see on the Recorder that your password is being entered into the email field, select the pencil icon next to the “enter password” step, and then select the cog icon. Delete everything in the field that appears, other than “#password”.
❗ Tableau displays popup notifications when you log in. Because you’re going through incognito mode, it doesn’t remember that you’ve chosen to hide these popups, and the recorder can sometimes have trouble dealing with these. If you’re finding that the recorder is getting trapped by the popups, please click the pencil icon next to the “click x” step, then select the cog icon. Delete everything in this field, and enter “.walkme-action-close”.
2.11 From here, you can either click the Publish button to get your dashboard displaying on your existing screens, channels or in your existing playlists immediately, or select Save to allow you to come back and publish it later.
Tableau Dashboard Design Tips
It’s all very well and good to log in to Tableau and view your dashboards on your laptop or computer screen, but there are a few extra things to bear in mind when you’re displaying a dashboard on a TV or another screen for a group of people.
The people viewing and using this data will usually be sat much further away and probably won’t have direct control over what they’re looking at, which means you’ll have to make some changes to help them make the best of what they’re seeing.
Here are a few tips to help you make the most of your Tableau dashboards displaying on your digital signage:
Keep it simple. While Tableau dashboards can be made to be complicated and very impressive, it’s not always advantageous to make them as in-depth as possible. You’ll want to round your numbers and use a clear and predictable layout.
Decide your key metrics. When you’re looking at something as complex as a business analytics dashboard, it’s easy to get overwhelmed. It’s even easier to get overwhelmed if you’re sat across the room from the screen, and need to be able to use the information available on the screen. To help with this issue, make sure you only show the elements critical to the team that will be viewing your screen.
Be easy on the eyes. Too many bright or clashing colors can make it difficult to focus on the data and the insights that your signage is giving you. Make sure you consider the fonts and colors you’re using, and try to limit yourself to three or four colors if possible. It’s also key to consider the contrast between text and the background; you’ll want to ensure that everything on your dashboard is legible from a distance.
Hierarchy at a glance. You can use fonts, font sizes and colors to convey hierarchy and help to guide your viewers’ eyes easily and naturally around your dashboard, as well as conveying which metrics are the most important to keep an eye on at a glance. Your team will thank you!
Here’s a handy guide from the experts at Tableau on delivering insights with their platform.
If you’re having trouble connecting your Tableau dashboards with your Fugo CMS, or if you have any feedback on the Dashboards feature, please drop our support team a line at firstname.lastname@example.org. We are always happy to help out!