Content Delivery Dashboard Templates

  • Updated on Jul 31, 2025
  • Published on Nov 6, 2024
  • 1 minute(s) read
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DataBee's content delivery feature offers you a seamless way to access the Business Intelligence (BI) dashboard template(s). This section will guide you through the process of obtaining a template to enhance your data visualization experience.

Click on the Compliance button and then click CCM Executive Summary.

In the Summary page you can see all of the controls of what you have purchased. All new CCM customers using Snowflake shall be able to choose between embedded Tableau or Bring Their Own at the time of purchase. Only DataBee admins will be able to switch a tenant between embedded and BYO(Bring Your Own).

Note:

With DataBee, you can access dashboard templates according to your license. If you're a customer or tenant without a license, you'll notice the template appears greyed out. To purchase our add-on or for further assistance, please get in touch with DataBee Sales or Support.

Click on Compliance and then Reports.

This will gain access to the CCM Dashboard template(s) that cater to your data visualization needs. You shall be able to view the purchased dashboards on the “Reports” page as well as dashboards that are available to purchase.

Click on View Report on any of the cards to see Tableau dashboard with banners. This will show the summary view and detail view of the report you have selected.

Speed bump warning!

Syncing may overwrite existing dashboard views, potentially causing the loss of any customizations.

Roles/Permissions

A new Tenant User RBAC role, Compliance is introduced. This role will limit the access to the Compliance reports/dashboards. If SSO is used, you can establish a group that is mapped to this role as the other RBAC roles.

There is a standard way of content delivery option of displaying the reports. You can either choose Embedded Tableau experience or the standard way at the time of onboarding. In the standard way Reports can be downloaded using Download button option provided for the purchased reports. New reports can be requested by contacting DataBee support. The purchased reports can be deployed to the dashboard using Deploy button.

Troubleshooting

Case 1: Embedded Tableau Does Not Load in Safari

By default, Safari's privacy settings may prevent embedded Tableau dashboards from loading. To resolve this issue, update your browser settings as follows:

Solution:

  1. Open Safari and go to Settings.

  2. Navigate to the Privacy tab.

  3. Uncheck the option Prevent cross-site tracking.

  4. Ensure Block all cookies is turned off to allow third-party cookies.

  5. After making these changes, reload the page to check if the embedded Tableau dashboard is displayed correctly.