Business Intelligence

Tableau

6min

With Tableau modules in , 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. For subscription information, refer to the Tableau Pricing page.

Refer to the Tableau API documentation for a list of available endpoints.

 provides two ways to connect the Tableau app:

Connect Tableau to 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:

  1. Log in to your Tableau account.
  2. In the top right corner, click your ​Profile picture​ > ​My Account Settings​​.
  3. In the ​Personal Access Tokens​ field, enter a new token name and click ​Create Token​.
  4. Copy the ​Token name​ and ​Secret​​ values and store them in a safe place.
  5. Log in to your account, add a Tableau module to your , and and click ​Create a connection​​.
  6. Note: If you add a module with an ​instant​ tag, click ​Create a webhook​​, then ​Create a connection​​.
  7. 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 us-east-1. For example: https://​​10ay.online​​.tableau.com/#
  8. In the ​PAT Name​​ field, enter the name of your token that you copied in step 4.
  9. In the ​PAT Secret​​ field, enter the token secret that you copied in step 4.
  10. 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​​.
  11. Click Save.
  12. If prompted, authenticate your account and confirm access.

You have successfully established the connection. You can now edit your and add more Tableau modules. If your connection requires reauthorization at any point, follow the connection renewal steps here.

Connect Tableau to 

To establish the connection:

  1. Log in to your  account, add a Tableau module to your , and click Create a connection.
    Note: If you add a module with an instant tag, click Create a webhook, then Create a connection.
  2. Optional: In the Connection name field, enter a name for the connection.
  3. In the Choose Your Server field, select either Cloud or On Premise.
  4. 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.
  5. In the Username and Password fields, enter your Tableau login credentials.
  6. 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.
  7. Click Save.
  8. If prompted, authenticate your account and confirm access.

You have successfully established the connection. You can now edit your and add more Tableau modules. If your connection requires reauthorization at any point, follow the connection renewal steps here.

Build Tableau 

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



Updated 19 Mar 2025
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