Establish Connectivity to Tableau Server

This article describes how to connect to Tableau in order to load data into Datasets and create Elements in Metric Insights.   

PREREQUISITES:

ALTERNATIVE APPROACHES:

For information on using trusted auth on Tableau server, refer to this article.

For general information on creating a plugin-based Data Source, refer to this article.

1. Create New Data Source

Access Admin > Collection & Storage > Data Sources

  1. [+New Data Source]
  2. Choose Tableau from the Other drop-down list
  3. [Next Step]

2. Complete the Required Parameters

  1. Input a descriptive phrase in Data Source Name
  2. Select the required Auth Type
    • For Password, use the Tableau credentials as shown on the screen
    • For Identity Profile, select the existing Identity Profile in the Identity Profile field that will appear instead of Username and Plugin Password
  3. Specify the URL to the Tableau Server 
  4. Provide the Tableau Site ID
  5. Enter Username and Plugin Password that you use to log in to the Tableau server (this must be a Local account)

Optionally, toggle on:

3. Define Optional Tableau Parameters

You can edit any values in the Optional Tableau Parameters grid by clicking the gear icon in the corresponding row:

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

4. Configure Advanced Settings

Advanced Configuration settings can be set to default values unless Data Source requires more precise tuning. For more details on how to proceed, refer to Advanced Data Source Configuration.

Click [Test Connection] in the upper right corner.

5. What's Next?

  1. Create Dataset Sourced from Tableau
  2. Create External Report from Tableau