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
- Go to the Integrations page and select the Tableau tile
- Click Connect to Tableau
- In Connect Tableau box >> Product, select the connection type: Tableau online / Tableau Server.
- Enter the Tableau Server Address (Online or Server from the previous steps)
- Enter the Tableau Site Name
- Select a preferred Authentication Method
-
Username and Password - Add Username / Email & Password
-
Personal Access Token - Enter the Personal Token name & the Token secret
-
- Click Connect
- Once the integration is connected and synced, it will display a green checkbox.
Get a token name and secret from Tableau
- From the Tableau site, go to My Account Settings
- Scroll down to Personal Access Tokens and give your token a name
- Click on Create new token
-
Copy the token secret
Note about SAML
The Tableau API does not support SAML. From their documentation:
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.