Help & Documentation
Open Support Ticket

Tableau Plugin Capabilities

This article provides more details about the key capabilities of Tableau Plugin.

Get Objects

Tableau Plugin supports pulling the following object types:

  • Workbook;
  • View;
  • Custom View;
  • Metric.

The scope of the collected objects can be controlled by the Type of object Optional Parameter.

Get Data

By getting data in Metric Insights we mean the ability to create Datasets. Tableau Plugin supports creating Datasets from Views and Custom Views.

  • NOTE: Getting data for Custom Views is supported only for Tableau Cloud December 2024/Server 2024.3 and later versions and only via REST API.

Get Filters

The Plugin supports pulling Filters from Tableau View, Custom View, and Workbook objects to Metric Insights. Users can then apply Filters to External Reports and customize their display depending on input. 

  • Filters and Filter Values can be retrieved automatically;
    • NOTE: There's no API for getting Filters from Tableau. When collecting Filters automatically, some of them may be missing.
  • Filters and Values can be added individually.

Get Report Image

  • Workbooks support getting images, PDFs, and PPTs;
  • Views support getting images and PDFs;
  • Custom Views support getting images and PDFs.
    • NOTE: Getting images and PDFs for Custom Views is supported only for Tableau Cloud December 2024/Server 2024.3 and later versions and only via REST API.

For more information on how Metric Insights interacts with Tableau API, refer to Understanding Interaction with Tableau API.

Embed in iFrame

Tableau External Report can be embedded into the application (Show "In iFrame") or other HTML pages by using embed codes.

Support OAuth 2.0

Tableau Plugin does not support OAuth 2.0.

Support Content Autosync

Tableau content can be synchronized with Metric Insights to automatically create new External Reports from Tableau objects and simplify the process of updating existing External Reports.

Capture Metadata

With content auto sync enabled, the system can pull:

  • Descriptions
  • Tags
  • Owners

NOTE: This data can be synced only once – upon the Element creation. In case this data is updated in Tableau after the Element have been created in Metric Insights, the system won't capture this change.

With no dependency on content auto sync, the system can additionally pull:

  • Created Time
  • Last Modified

NOTE: To be able to pull this data, Include metadata under Optional Tableau Parameters in Data Source Editor must be set to "true".