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With the Tableau app inside Fugo CMS, you can securely connect your digital signage to your Tableau account and display dashboards on screens across your workplace without ever leaving your desk.

And you don’t have to worry about exposing sensitive business data. Unlike solutions that require storing Tableau credentials on external devices or generating publicly accessible URLs, Fugo keeps your information secure.

Fugo’s integration works differently. Your login credentials are encrypted and stored on a private cloud server. Fugo then logs into Tableau in the cloud, captures an encrypted screenshot of your dashboard, and sends it to the Fugo player app on your device. This ensures your dashboard appears on screen without direct data exposure. You can set the refresh interval to keep your dashboards up to date.

We’ll get to the walkthrough in just a second - but first, let’s go over a couple of best practices that we recommend following whenever you’re connecting any third-party dashboard service with your Fugo CMS account:

1. Create a service account:

To ensure the utmost security for your sensitive data, we recommend setting up a 'least privileged' service account in your Tableau account. This typically means using an account with read-only permissions for the dashboards you want to display.

Using a service account not only enhances security but also prevents potential interruptions in your account like unexpected logouts or excessive security notifications. Additionally, full-access user accounts often come with associated phone numbers, which gets in the way of Fugo's authorization process.

You can read more about how to set up a service account with Google here.

2. Have your dashboard URL(s) handy

You'll need the URL of your specific dashboard that you want to display on screen ready when you start the process of connecting it with Fugo. Copy that URL and have it ready to paste into Fugo.

For Fugo to access your Tableau dashboard in a secure, stable way, you'll require a Secret Key from your login service provider to input during your dashboard configuration.

This Secret Key is an alphanumeric code that essentially allows Fugo to act as a trusted user to access your dashboard.

The Secret Key that you generate from following the appropriate 2FA instructions from the options below will be used later in the dashboard setup process (for the sake of this guide, step 7 in the next section.)

How you'll get your secret key depends on how you log into Tableau:

If you use SSO to log into Tableau, you'll get your secret key from your provider.

Below are the currently supported providers with links to our instructions for getting the Secret Key from them:

If you don't use an SSO service like Google or Microsoft to log into Tableau, or if your Tableau account uses Multi-Factor Authentication (MFA), then you'll get your Secret Key by setting up a Time-based One Time Password (TOTP) authenticator app for your Tableau service account.

For setting up MFA with Tableau, use our our instructions below.

1. In Tableau, navigate to Users.

2. Select the service account user you created, and then select Authentication from the dropdown under Actions.

3. Choose Tableau with MFA as your authentication method.

4. Now sign back into your Tableau account.

5. When registering a verification method, choose One-Time Password Generator.

6. Now, you'll need to get the secret key from an authenticator app. When prompted to connect an authenticator app, choose I Can't Scan the QR Code.

7. Copy the secret key and paste it somewhere where you can easily access it - you'll need it again later (ours has been redacted in the screenshot).

8. Now, you'll need to get a verification code from an authenticator app. We're using Step Two on our desktop here, but any app (such as Google authenticator on your phone) can be used as well.

In your authenticator app, enter the secret key you generated in the previous step and the email address of your service account.

Doing this will generate a verification code.

9. Enter the verification code back into Tableau.

This should complete the authentication app connection setup! Now, you're ready to configure your dashboard in Fugo.

With your secret key saved, you're ready to connect your dashboard in Fugo!

1. Log into your Fugo Account. If you don’t have an account yet, you can start your 14-day free trial here.

2. 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.

Click Create Dashboard to get started.

3. This will launch a New Dashboard window.

4. Select the Tableau app.

5. First, you’ll need to enter the URL of your dashboard in the URL field.

6. You'll be prompted to log in to Tableau. Choose your preferred login method & continue as prompted:

7. After you have selected your log in method, enter the corresponding Username, Password & Secret key.

8. When all your credentials have been entered, click Create.

9. You’ll see a “loading” screen while Fugo logs into your Tableau account and captures a preview of your dashboard.

This can take some time, so don't sweat it if it takes a minute or two!

10. Viola! Your dashboard preview will appear in the app window.

Click Save to save your dashboard.

11. Your dashboard will now be saved in your Dashboards library. By default, we'll set its refresh interval to once per day.

From here, you've got a couple of options:

For directions on publishing your dashboard, jump down to this section.

For directions on customizing your dashboard in the Design Studio, continue to the next section.

Not all dashboards are necessarily screen ready or "screen friendly" as we say at Fugo. Some may be quite long, have several small elements that aren't visible from a distance, or overwhelm the viewer with too much data at once.

You can use the cropping tool in Fugo's Design Studio to crop dashboards into more digestible pieces or otherwise satisfy your requirement for displaying it nicely on screen.

This video breaks down your options in detail 👇

In short, you'll need to:

A few ideas of customizations you may want to make are:

You'll find all your saved dashboards in your Dashboards library:

If you want to get a dashboard on screen right away, you'll need to add it to a playlist.

1. Navigate to the Playlists page in the top navigation bar. Click Create Playlist.

2. After naming the playlist & choosing the screens it will display on, you'll pick your dashboard from the Dashboards tab of the content picker.

Your dashboard is now added to your playlist, ready to be published right away or scheduled for a certain day or time using the scheduler.

To add another dashboard to this playlist, click Add More Content and repeat your steps to connect another dashboard URL.

To change your dashboard's duration - that is, how long it will display within a playlist of multiple content items - edit the duration field (in seconds).

Clicking on your dashboard in the library will open it in the dashboard editor.

From here you can:

If you have any additional questions or feedback on your dashboard setup, please feel free to reach out to our support team at support@fugo.ai. We’re always happy and quick to help!

You can also book in a dashboard support call with our engineering team here if you need some help getting your dashboards set up.

Happy publishing!