Establish Connectivity to Tableau Server

This article describes how to connect to a Tableau Server in order to load data into Datasets  in Metric Insights.   

PREREQUISITES

Alternative Approaches:

For general information on creating a plugin-based Data Source, refer to Create a New Plugin Data Source

1. Access Admin > Data Sources

Start by adding a new Data Source.

2. Define "Tableau" as a new data source

  1. Select Other Data Source Type
  2. Choose Tableau from the drop-down list
  3. Move to the Next step

3. Complete the required parameters

  1. Data Source name: specify a name for your Data Source or use the system-generated default
  2. Tableau Server: provide the URL to your Tableau Server
  3. Site ID: leaving this field empty will prompt the system to connect to the default site
    • if you have multiple sites, define the one from which you want to fetch data
    • if you plan to use Metric Insights with several sites on your Tableau server, create a separate Data Source for each site
  4. Enter Username and Password for the Service Account you use to log on to the Tableau server
  5. Test connection to view any errors in the "Required Parameters" section

If your connection is successful, you can move on to Optional Parameters and Advanced Configuration.

4. Define Optional Tableau Parameters

  1. To access additional parameters, go to the Optional Tableau Parameters section
  2. To input or change the default values, edit the parameter using the Gear icon(s)

To get the detailed description for each Parameter, see Tableau Parameters (Mandatory and Optional)

5. Configure Advanced Settings

  1. For details on using a Remote Data Collector, view Establish Connectivity to Tableau via a Remote Data Collector
  2. Metric Insights extracts data from the Tableau Server in the form of Worksheets.  Tableau Worksheets can be added in the Plugin Editor:
    • Automatically: if the External Reports fetch method field is set to "automatically", go to the Tableau Objects tab and click Refresh list to collect Tableau reports
    • Manually: you can also update the Tableau reports list by adding report IDs and Names one-by-one or specified in a CSV file

6. Other settings

  1. You can create Datasets or Elements directly from their respective tabs
  2. Click Permissions to assign permission to the Data Source to Groups or Power Users

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