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

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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