---
title: "Configure a Tableau analytics worksheet"
slug: "create-a-tableau-analytics-worksheet"
description: "Create individual Tableau analytics worksheets, configure static and dynamic parameters to pass to Tableau."
updated: 2023-04-26T15:16:49Z
published: 2023-04-26T15:16:49Z
canonical: "docs.zilliant.com/create-a-tableau-analytics-worksheet"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.zilliant.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Create a Tableau analytics worksheet

You can create individual Tableau analytics worksheets in IQ Interface workbooks. These are convenient for viewing large amounts of Tableau data.

For identification, a pie chart icon appears next to the name of a Tableau analytics worksheet.

          Important

          

You must publish a Tableau workbook to the server before integrating it into IQ Interface.

## Create a Tableau analytics worksheet

1. On the **Manager Dashboard**, open a workbook.
2. In the workbook tabs area, select Add.
3. Name the new worksheet, then select **Next**.
4. Select **Analytics**, then select **Next**.
5. In the **Tableau Workbook** field, enter the name of the Tableau workbook.
6. In the **Tableau View** field, enter the view name of the Tableau workbook.
          Notes

          

  - For **Tableau Workbook** and **Tableau View** fields, use names from the Tableau workbook's URL. Do not include spaces.
  - After you create a worksheet, you cannot edit the **Tableau Workbook** and **Tableau View** fields.
7. Select **Finalize**.

## Configure a Tableau analytics worksheet

1. Select the Tableau analytics worksheet.
2. Select Properties to open the **Worksheet general properties** page.
3. If needed, adjust **Worksheet name**, **Worksheet is hidden**, **Add Tabs**, **Add Tooltips**, and **Add Toolbar** options.
4. Configure static and dynamic Tableau parameters.

### Configure static parameters

On the **Worksheet general properties** page, select **Add parameters** and specify static **Query Parameters** that will be passed to Tableau:

- In the leftmost box, enter the name of a query parameter supported by the Tableau worksheet.
- In the rightmost box, enter the static value that will be passed as that query parameter to Tableau.

### Configure dynamic parameters

Dynamic Tableau parameters ensure that different users, when opening the same analytics worksheet, see different, user-specific data based on how the Tableau worksheet properties are configured.

1. Ensure the Tableau workbook can accept the dynamic parameter. To do this, in Tableau:

          Notes

          

  - User names must be in Salesforce login format.
  - **zpmUserId** does not have to be one of the active visible filters on the dashboard.
  1. Create a Tableau report or dashboard and add a user name column.
  2. Rename the user name column to **zpmUserId**.
2. In IQ Interface, on the **Worksheet general properties** page, select the **Add zpmUserId** checkbox to pass **zpmUserId** as a dynamic value in the Tableau query.

![](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Glossary/add_60(1).png?sv=2026-02-06&spr=https&st=2026-11-04T20%3A23%3A01Z&se=2026-11-04T21%3A23%3A01Z&sr=c&sp=r&sig=oz7bfMCzrz%2Fj7MJajtlkqhcJNQgpnnZ9YQU83YqBbQY%3D) Add

![](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Glossary/settings_60.png?sv=2026-02-06&spr=https&st=2026-11-04T20%3A23%3A01Z&se=2026-11-04T21%3A23%3A01Z&sr=c&sp=r&sig=oz7bfMCzrz%2Fj7MJajtlkqhcJNQgpnnZ9YQU83YqBbQY%3D)

Properties