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Tableau Integration

Noga Tubi
Noga Tubi
  • Updated

Set up your Tableau integration and get all the insights in Torii's dashboard

Overview

Torii integrates with your Tableau installation and syncs:

  • Users: list, roles, status, last login date
  • Licenses

Note, Torii can support multiple accounts

Prerequisites for Tableau Online

To connect Tableau Online to Torii, you will be required to provide Torii:

  • Tableau Server Address - Copy only the name (Tableau article)

  • Tableau Site Name - Copy only the part that comes after /site/

     

Prerequisites Tableau Server

To connect Tableau Online to Torii, you will be required to provide Torii:

  • Tableau Server Address - Copy the http:// + your server name as seen below (Tableau article)

  • Tableau Site Name - Copy only the part that comes after /site/

Connect Tableau integration to Torii

  1. Go to the Integrations page and select the Tableau tile
  2. Click Connect to Tableau
  3. In Connect Tableau box >> Product, select the connection type: Tableau online / Tableau Server.
  4. Enter the Tableau Server Address (Online or Server from the previous steps)
  5. Enter the Tableau Site Name
  6. Select a preferred Authentication Method
  7. Click Connect
  8. Once the integration is connected and synced, it will display a green checkbox.

Get a token name and secret from Tableau

  1. From the Tableau site, go to My Account Settings
  2. Scroll down to Personal Access Tokens and give your token a name
  3. Click on Create new token
  4. Copy the token secret

    Return up


Note about SAML

The Tableau API does not support SAML. From their documentation:

Tableau disclaimer about REST APIs and SAML

Please use the TableauID credentials if you have Tableau configured to use SAML.

 

Q&A

Q: I am unable to connect the integration. What should I do?
A: Please follow the following steps:

  • First, please make sure that you are copying the correct Tableau Server Address. Some customers' server address begins with http://, while for others it begins with https://. 
  • Then, please make sure you are copying the correct Tableau Site Name - and that you are indeed copying only the relevant part of the URL for this.
  • Last, please make sure that you've entered the correct login credentials. 

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