Tableau

Tableau is a powerful data visualisation and business intelligence platform that helps users analyse and understand their data. It enables the creation of interactive, shareable dashboards from various data sources with drag-and-drop ease. Widely used for data storytelling, Tableau supports real-time insights and informed decision-making across organisations.

Tableau stands out with its intuitive drag-and-drop interface, allowing even non-technical users to create complex visualisations easily.

Authentication

Before you begin, make sure you have the following information:

• Connection Name: Select a descriptive name for your connection, like "MyTabeauSetup". This helps in easily identifying the connection within your application or integration settings.

• Authentication Type: Select the type of authentication for connecting to your Tableau account. Tableau supports personal access tokens and Basic Authentication for authentication. 

Personal Access Token

• Sign In to Tableau Cloud

• Click on the profile icon in the top right corner and navigate to “My Account Settings”

• In the left nav, click on “Settings” and open the “General” tab

  
  

• Navigate to “Personal Access token” and enable it.

• In the left nav, click on the “Users” and then open the “Settings” tab

• Fill in a name for the token and click on “Personal Access Token”

  
  

• Copy and securely store this to prevent unauthorised access.

• Identify and note the server name and site name from your Tableau site URL. For example, if your URL is: https://company.online.tableau.com/#/site/unifyapps/,

• The server name is company.online.tableau.com

• The site name is unifyapps

Basic Authentication

• Sign in to Tableau Cloud and securely note your username and password, as these credentials will be required for basic authentication.

• Use the same method outlined in the Personal Access Token section to identify the server name and site name from your Tableau Cloud URL.

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