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Excerpt

Installation

EN

of the graphomate extensions in Tableau

Option 1 - Install graphomate Extensions via the Tableau Exchange service (recommended)

  1. In a Tableau Dashboard, select the Extension entry in the Objects area and drag it onto the drawing area. A Tableau Exchange window opens.

  2. Search for “graphomate” in the search field at the top left. The results will show you our four extensions for Tableau.

  3. Select the desired extension with a mouse click.

  4. In the following detail screen, add the extensions to your dashboard using the “Add to Dashboard” button.

Option 2 - Install graphomate extensions manually locally (not recommended)

  1. Save the graphomate.trex file in a folder.

  2. Open a Dashboard worksheet in a Tableau workbook.

  3. In a Tableau Dashboard, in the Objects section, select the Extension entry and drag it to the drawing area.

  4. In the “Choose an Extension” dialog box, do either of the following: Click My Extensions, and navigate to a .trex file you previously downloaded.

  5. If prompted, allow the dashboard extension access to data in the workbook.

  6. You can now use the extension

  7. Please refer to our "Quickstart" guide for your Tableau Dashboard. Especially if more than one data source is used.

Info

To use the graphomate extensions via Tableau Server or Tableau Online, the extensions must be added to the whitelist. Link (Documentation Tableau Online)

Note

After expiration of the trial versions the graphomate extensions in the Tableau Dashboard can not be updated. If you want to continue using the trial dashboards after purchasing the licenses, the extensions have to be loaded into the dashboard, linked to the data and configured again.