Documentation

Description

‍Tableau can help anyone see and understand their data. Connect to almost any database, drag and drop to create visualizations, and share with a click.

The schema information shows all report types you can use to extract data from Tableau.

Follow our setup guide to connect Tableau to Improvado.

Step 1Click the Make a new Connection on the Connections page.
Categories on the Data sources page group all available platforms. Use a search to find the required one.

Step 2Click on the Tableau tile.

Click to open in full screen 👀

Step 3To authorize your account you need to fill in the required fields below following steps 3.1 - 3.5:

• Pod Name
• Access Token Name
• Access Token Secret
• Content URL

Step 3.1You can find your Pod Name and Content URL in your project’s URL: http://<Pod_Name>/#/site/<Content_URL>/projects.

Step 3.2Click on your Profile picture and select My Account Settings.

Step 3.3In Personal Access Tokens section enter new Token name and click Create new token.

Step 3.4Copy Access Token.

Step 3.5Enter copied values into the Improvado authorization form.

Also, you can find the additional information here: Authentication Methods - Tableau.

Step 4Grant Improvado your permission to:

Step 5After the connection process is completed successfully, the Tableau connection will appear in your Connected sources list.

Step 6When the connection status is Active, and the account status column shows a number of accounts, you can move on to data extraction.

Click to open in full screen 👀

Step 7To extract data from the connected sources, check the instruction on how to set up data extraction.