Tableau Connector Setup

Datalogz supports connecting to the Tableau Cloud or Server API by Service Account and Personal Access Token

In Tableau, creating a personal access token (PAT) requires specific permissions. To create a PAT, you must have the "Manage All Site Settings" or "Manage Site Content" permission. By default, site administrators have both of these permissions, but they can also be assigned to other users by a site administrator.

To check your permissions, follow these steps:

  1. Log in to your Tableau account.

  2. Click on your profile picture in the top right corner and select "Account Settings."

  3. In the left-hand menu, click on "Site Roles and Permissions."

  4. Look for the "Site Role" section and check if you have either the "Site Administrator" or "Content Manager" role assigned to your account.

If you don't have either of these roles assigned, you won't be able to create a PAT. You can either ask a site administrator to assign the necessary permissions to your account or contact your Tableau administrator for assistance.

To connect Tableau with Datalogz using your PAT, you'll need to follow these steps:

  1. Create a Tableau access token:

    • Log in to your Tableau Online account and click on your profile in the top right corner of the page.

    • Enter a name for your token and click the "Create new token" button. Save the token name and secret for the next step.

  2. Retrieve your host name, site name, and API version:

    • You can find your API version by visiting the following page:[Tableau REST API Version Docs] The latest version is 3.19 (2023.1) and works for both Tableau Cloud and Server

    • Use the Personal Access Token name and secret created in the previous step to login and create new Tableau connectors.

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