Business Intelligence
Tableau
6 min
with tableau modules in {{product name}} , you can watch data sources and manage projects, extract refresh tasks, users, and data sources in your tableau account to get started with tableau, create a paid account at tableau com https //www tableau com/ for subscription information, refer to the tableau pricing page https //www tableau com/pricing/teams orgs refer to the tableau api documentation https //help tableau com/current/api/rest api/en us/rest/rest api htm for a list of available endpoints {{product name}} provides two ways to connect the tableau app tableau /#connect tableau to with pat tableau /#connect tableau to connect tableau to {{product name}} with pat if mfa is enabled in your tableau account, this is the only connection type that you can create before establishing the connection, you need to create personal access token (pat) credentials to create the pat credentials, see the tableau personal access tokens to establish the connection log in to your tableau account in the top right corner, click your profile picture > my account settings in the personal access tokens field, enter a new token name and click create token copy the token name and secret values and store them in a safe place log in to your {{product name}} account, add a tableau module to your {{scenario singular lowercase}} , and and click create a connection note if you add a module with an instant tag, click create a webhook , then create a connection in the server field, enter the base url for your tableau server excluding tableau com for tableau online, the server address in the uri must contain the pod name, such as 10az , 10ay , or u s east 1 for example https //10ay online tableau com/# https //10ay online tableau com/# in the pat name field, enter the name of your token that you copied in step 4 in the pat secret field, enter the token secret that you copied in step 4 in the site name field, enter your tableau site name this field is not required for tableau server accounts your site name can be found in the url of your tableau server after site/ for example, if your url is https //10ay online tableau com/#/site/marketingteam/workbooks , enter marketingteam click save if prompted, authenticate your account and confirm access you have successfully established the connection you can now edit your {{scenario singular lowercase}} and add more tableau modules if your connection requires reauthorization at any point, follow the connection renewal steps here docid\ so88fm6pkt0g adkddfzz connect tableau to {{product name}} to establish the connection log in to your {{product name}} account, add a tableau module to your {{scenario singular lowercase}} , and click create a connection note if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection in the choose your server field, select either cloud or on premise in the server or server url field, enter the base url of your tableau server excluding tableau com for tableau online, include the pod name when entering your base url for example, if your url is https //10ay online tableau com/# , enter 10ay online in the username and password fields, enter your tableau login credentials in the site name field, enter your tableau site name this field is not required for tableau server accounts your site name can be found in the url of your tableau server after site/ for example, if your url is https //10ay online tableau com/#/site/marketingteam/workbooks , enter marketingteam click save if prompted, authenticate your account and confirm access you have successfully established the connection you can now edit your {{scenario singular lowercase}} and add more tableau modules if your connection requires reauthorization at any point, follow the connection renewal steps here docid\ so88fm6pkt0g adkddfzz build tableau {{scenario plural}} after connecting the app, you can perform the following actions data sources watch new data source watch data source updated watch data source deleted watch data source refresh started watch data source refresh failed watch data source refresh succeeded watch data sources search data sources get a data source download a data source update a data source add a tag to a data source delete a tag from a data source delete a data source projects watch projects search projects create a project update a project delete a project extract refresh tasks list extract refresh tasks get an extract refresh task delete an extract refresh task users search users get a user create a user update a user delete a user other make an api call