topic Re: Tableau - HubSpot in Dashboards & Reporting

Tableau - HubSpot

PBarik — Wed, 22 Nov 2023 08:40:26 GMT

Is it possible to display reports created in Tableau in HubSpot Dashboard?

I created reports by fetching data from warehouse in Tableau. Now I want that report to be displayed in HubSpot, so that I can have everything in one space. Is it possible to view or edit the reports created in Tableau in HubSpot dashboard?

Re: Tableau - HubSpot

karstenkoehler — Wed, 22 Nov 2023 08:47:59 GMT

Hi @PBarik,

There is an option to embed external content on a HubSpot dashboard: https://knowledge.hubspot.com/dashboards/embed-external-content-on-a-dashboard

Best regards!

Re: Tableau - HubSpot

PBarik — Wed, 22 Nov 2023 09:02:20 GMT

Hi @karstenkoehler ,

Thanks for the quick repsonse. Just one query here - will the data displayed in HubSpot be dynamic? If I update the report in Tableau, will the report displayed in HubSpot dashboard also update simultaneously? or, I will have to again enter the URl/embed code for the new report?

Thanks

Re: Tableau - HubSpot

Jigar_Thakker — Wed, 22 Nov 2023 09:08:31 GMT

Hey @PBarik

In your HubSpot account navigate to reports click dashboards go to your dashboard in the actions dropdown menu you can add external content

Let me know if you have any follow-up questions.

If my post was helpful in addressing your query, Support the community by indicating it as the solution.

Re: Tableau - HubSpot

karstenkoehler — Wed, 22 Nov 2023 09:09:58 GMT

Hi @PBarik,

The report should reflect the latest changes.

Best regards!

Re: Tableau - HubSpot

PBarik — Wed, 22 Nov 2023 09:23:16 GMT

Hello @Jigar_Thakker ,

Thanks for the repsonse. I still have query although I received a reply of viewing latest changes in HubSpot dahsboard - will the data displayed in HubSpot be dynamic? If I update the report in Tableau, will the report displayed in HubSpot dashboard also update simultaneously? or, I will have to again enter the URl/embed code for the new report?

Thank you

Re: Tableau - HubSpot

Jigar_Thakker — Wed, 22 Nov 2023 09:54:09 GMT

@PBarik

Yes, the data will be dynamic the reports will automatically update with the latest data from the external source. You can refresh reports to ensure that you are always viewing the most up-to-date information.

Re: Tableau - HubSpot

BRogers0 — Tue, 09 Apr 2024 07:42:01 GMT

Hi there, when i have tried to do this, it doesn't let us embed the standard Tableau format, without making it 'public' which i think is the publically searchable set of tableau dashboards.

Does anyone know if we need to adapt the embed code to make it work with HubSpot?