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Leaders can now embed external data from dashboarding platforms like Power BI or Tableau.

Power BI and Tableau are powerful data visualization tools. However, they differ from Waymaker data scorecards or dashboards in that Waymaker data visualization is specifically concerned with connecting a performance metric with a person.

Waymaker puts accountable performance data alongside general dashboards and reports from Power BI or Tableau to make planning and reporting easier & more effective.

Embed Tableau dashboards and reports in Waymaker Playbooks

Collaborate on a single source of truth for plans or reports and integrate business wide data from data visualization platforms alongside goal, outcome, or scorecard data in Waymaker.

To do this use a Page Section on a Playbook page and select ‘iFrame’.

Watch this video to learn how to do this in less than a minute.

Create smart plans and reports with page sections

Page sections in Waymaker empower page creators to design different kinds of content on playbook pages.

A user can add the following types of pages sections.

  • Written content
  • iFrame
  • Waymaker data which includes goals, outcomes, roadmaps, scorecards, and tasks.

if you’re in charge of strategy and planning, you know how crucial it is to have the right information at your fingertips. With Waymaker.io, you can pull in dashboards from tools like Power BI and Tableau right into your workflow.

This means you don’t have to jump between apps to get the full picture. Your key performance metrics, trends, and data visualizations are all in one place.

Imagine how much quicker you can make decisions when everything you need is right there.

But it’s not just about convenience. Waymaker is about driving your organization to be its best. When you have real-time data, your team can immediately see what’s working and what needs to change.

Plus, Waymaker lets you tailor these dashboards to fit the unique needs of different departments or projects.

That means everyone is tracking what matters most to them, making it easier to reach your overall goals.

Considerations for Power BI and Tableau dashboards

Power BI dashboards

Power BI is a data visualization and business intelligence tool developed by Microsoft. It enables organizations to transform raw data into meaningful insights through easy-to-use dashboards, interactive reports, and compelling visualizations.

If your organization is using Power BI for reporting and dashboards, then users can share dashboards and reports on Waymaker Playbook pages using an embed function.

Embed Power BI dashboards and reports in Waymaker Playbooks

To determine the right method of sharing, Power BI users should read:

Embed a report in a secure portal or website, and

Publish to web from Power BI

Depending on how the user shares the dashboard will determine if a user needs to be licensed Power BI user to view the data in Waymaker.

Tableau

Tableau is a leading business intelligence and data visualization software that empowers organizations to convert raw data into actionable insights.

Sharing a Tableau dashboard into Waymaker Playbook pages offers several significant benefits that align well with the objectives of organizational leadership, particularly for a Chief of Staff who is responsible for overseeing vision, strategy, planning, and performance metrics.

These benefits include:

  • Real-time accessibility
  • Collaboration
  • Transparency
  • Automation
  • Scalability

Tableau users should read the following.

Share web content from Tableau

Getting started on Waymaker

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