Help & Documentation
Topics
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2. Set-up Considerations 1
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3. Establishing a Connection 9
- 3.1 Understanding Interaction with Tableau API
- 3.2 Prerequisites for Connecting to Tableau Server
- 3.3 Establish Connectivity to Tableau Server
- 3.4 Establish Connectivity to Tableau Server Online
- 3.5 Configure Personal Access Token Authentication for Tableau Plugin
- 3.6 Configure JSON Web Token (JWT) Authentication for Tableau Plugin
- 3.7 Establish Connectivity to Tableau Server via Remote Data Processor
- 3.8 Tableau Parameters (Mandatory and Optional)
- 3.9 Options for Fetching Tableau Workbooks
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4. Creating Content 8
- 4.1 Create a Metric from Tableau
- 4.2 Create External Report from Tableau
- 4.3 External Report Auto Synchronization for Tableau
- 4.4 Create Dimensioned External Report from Tableau
- 4.5 Create Dimension with Values Collected from Tableau
- 4.6 Getting Latest Data from Tableau
- 4.7 Pre-Filtering Tableau Data (Dataset Example)
- 4.8 Sync Tableau User/Group Permissions with Metric Insights by Using Custom Script
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5. Datasets 1
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6. Miscellaneous 7
- 6.1 Using Trusted Auth on Tableau Server
- 6.2 Embed Database Credentials in Tableau
- 6.3 Tableau Reports: Distribution and Sharing
- 6.4 Bulk-Add External Reports
- 6.5 Handle "All Values" as Filter Value in Tableau
- 6.6 Special Check for User Access to Tableau Dashboard
- 6.7 Change Tableau API Version for Connected Apps (JWT) Auth
Other Resources
Getting Started
- Metric Insights Overview
- Jump Start Guide for Administrators
- Jump Start Guide for Regular Users
- Use Case Workflows
Getting Data
- Connecting to Data Sources
- Automating the Collection of Data
- API Access
- Working with Tableau
- Working with Qlik Sense
- Working with Microsoft Power BI
- Working with Google Services
Creating Content
- Datasets
- Creating Basic Metrics and Reports
- Creating Dimensions
- Creating Dimensioned Metrics and Reports
- Governance
- Portal Pages
- User Maps
Alerting
- Alerting
Collaboration and Sharing
- Adding Context to Metrics
- Pushing Information to Users
- Chatbot Integrations