Insights Wherever You Work: Meet the Tableau App for Microsoft 365

Empowering teams to make data-driven decisions quickly and collaboratively is no longer a nice-to-have, it's a requirement for success. Yet, most organizations hit the same wall: disconnected workflows. 

How much time is wasted sorting through dashboards, recreating exact views, and copy-pasting screenshots into documents? Meeting postponed? Start that process all over again. Once the meeting ends, the data instantly becomes outdated effectively turning important documents into archives. 

Insights should meet you where you work and how, not the other way around. 

At Tableau, our goal is to bring insights to life wherever you work, from Salesforce CRM and Slack to your everyday productivity tools. 

To further realize this goal, we have released the Tableau App for Microsoft 365, an evolution of our integration with Microsoft Teams. The expanded app allows users to seamlessly embed their business analytics in Word documents and PowerPoint slides. By deploying trusted insights within the applications used daily to make decisions and align on action, Tableau enables organizations to take data-driven action without breaking the flow of work.   

“Solving our customers' most complex data challenges requires an open and agnostic view of our customers' application stack. This expansion into Microsoft 365 is a result of our commitment...ensuring that we continue to deliver impactful solutions for our joint customers.” 

— Nicolas Brisoux, Senior Director of Product, Tableau

Tableau App in Microsoft Word and PowerPoint

The expansion into Microsoft Word and PowerPoint allows users to insert trusted insights directly into their documents. Instead of the error-prone, manual process of recreating unique dashboard views, capturing numerous screenshots, then pasting them into a lengthy report, users can now validate their point of view by weaving Tableau content directly into their narrative. This ensures that key assets—from executive briefings to weekly business reviews—stay backed by governed, relevant information.

• Stay in the Flow: Securely browse content across Tableau Cloud or Server sites and embed directly onto the page or slide without leaving the app.
• Up-to-date Assets: Your audience always sees the latest data, not a stale snapshot. Once dashboards and/or Pulse metrics are embedded, refresh them with a single click. 

Tableau App in Microsoft Teams

In addition to the new integrations, customers can also use the Microsoft Teams integration, designed to foster data-driven collaboration directly in the flow of work. The Tableau app in Teams provides access to dashboards and metrics directly within the integrated Tableau app, in channel tabs & direct messages, and during meetings. By placing trusted insights within reach while collaborating, data becomes central to the conversation and teams can align faster. 

• Stay on top of your business: Explore your dashboards and Pulse Metrics directly within Teams to seamlessly stay on top of your business.
• Establish a single source of truth: Keep everyone informed by pinning Tableau content in channels, direct messages, and meetings.
• Accelerate decision making: Enhance collaboration by browsing Tableau content directly in Teams and presenting relevant insights in real-time.

Three core benefits of the Tableau App for Microsoft 365: 

1. Governed and Secure Access: The app inherits your existing Tableau Cloud and/or Tableau Server permission model, streamlining access management. Admins can be confident that content is secure, while users can trust that the data is accurate.

2. Productivity and Efficiency Boosts: By eliminating context switching, the app drives efficiency for the entire organization. It frees data professionals from the cycle of manual updates and ad hoc requests, empowering business users to obtain insights directly in their workflows.

3. Trusted Data Storytelling: The Tableau App for Microsoft 365 ensures that narratives are backed by your trusted Tableau data and decisions are based on a shared reality. By grounding critical documents and discussions in governed insights, organizations can drive smarter outcomes, faster. 

Integrate your analytics

The integration for Word and PowerPoint are now in Public Preview! Microsoft 365 admins can install and configure the app via Microsoft Add-ins. For the Microsoft Teams integration, admins can install the Tableau Cloud app from the Microsoft Marketplace. For more details on setting up the app, please refer to our detailed documentation.