Tableau Server

Establishing a workspace connection to Tableau Server allows any workflow in that workspace to publish data to the connected Tableau Server.

To establish a connection to your Tableau Server, click the Integrations tab in your workspace and select New Integration. There are two ways to connect to Tableau Server, through Username/Password OR Access Token. Select your preferred method and follow the instructions below.

Tableau Server (Username/Password)

Select the Username/Password option and enter in the following information:

Input
Description

Integration Name

Choose a name for your integration

Server URL

The URL where your Tableau Server instance is hosted. If using Tableau Online, your Server URL looks like https://10ay.online.tableau.com/

Site Name

The name of your Tableau Server site. If using Tableau Online, your site name is https://10ay.online.tableau.com/#/site/mycompanysite/workbooks

Username

Tableau username

Password

Tableau password

Tableau Server (Access Token)

Select the Access Token option and enter in the following information:

Input
Description

Integration Name

Choose a name for your integration

Server URL

The URL where your Tableau Server instance is hosted. If using Tableau Online, your Server URL looks like https://10ay.online.tableau.com/

Site Name

The name of your Tableau Server site. If using Tableau Online, your site name is https://10ay.online.tableau.com/#/site/mycompanysite/workbooks

Token Name

Tableau Personal Access Token (PAT) name

Token Value

Tableau Personal Access Token (PAT) secret value

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