Tableau Cloud
Tableau is a visualisation tool that helps teams gain insights in their data.
Type: Business Intelligence
Website: https://www.tableau.com/
API Docs: https://help.tableau.com/current/api/rest_api/en-us/REST/rest_api.htm
Authentication
Prerequisites
To connect Tableau Cloud to Orchestra, you will need:
a Tableau Cloud instance
permission enabled to create Personal access tokens for access to Tableau Cloud
Instructions
Create a Personal access token
Login to the Tableau Cloud site you wish to connect Orchestra to
Navigate to your 'My Account Settings'. This can be found by clicking on your profile icon in the top right
Scroll down to Personal access tokens. Enter a token name and click generate, making sure to store the secret value somewhere secure
More information can be found here.
Getting required values
The server URL is the first part of the URL when logged in to Tableau cloud, up to and including the '.com'. Be sure to include the 'https://'. See box 1 in the image below.
The content URL (or site id) is the part of the URL between the '/site' and '/home' parts when viewing your Tableau Cloud homepage. See box 2 in the image below.
The token name is the name of the token you entered when generating the personal access token
The personal access token is the value provided in the dialog when the token was generated
Orchestra uses the Tableau python client to connect to Tableau - more information on getting these values to connect to Tableau can be found in the python docs here.
Enable personal access tokens (Admins)
If you cannot create a personal access token you may need to enable them in the admin settings of your Tableau site. Instructions are as follows:
Click 'Settings' in the left bar (at the bottom)
On the general tab scroll down to 'Personal Access Tokens'
Check the box 'Enable personal access tokens'
Click save at the top
Notes
Multiple PATs
It's important to note that each PAT can only be used once at any given time. This means that once a PAT has been used to authenticate a request, it cannot be reused for subsequent requests until the initial request has been completed or expired.
Therefore Orchestra recommends generating different PAT tokens for each request made.
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