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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