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Tableau

With Tableau modules in Make, you can watch data sources and manage projects, extract refresh tasks, users, and data sources in your Tableau account.

To get started with Tableau, create a paid account at tableau.com. For subscription information, refer to the Tableau Pricing page.

Refer to the Tableau API documentation for a list of available endpoints.

Make provides two ways to connect the Tableau app:

Connect Tableau to Make with PAT

Note

If MFA is enabled in your Tableau account, this is the only connection type that you can create. Before establishing the connection, you need to create Personal Access Token (PAT) credentials. To create the PAT credentials, see the Tableau Personal Access Tokens.

To establish the connection:

  1. Log in to your Tableau account.

  2. In the top right corner, click your Profile picture > My Account Settings.

  3. In the Personal Access Tokens field, enter a new token name and click Create Token.

  4. Copy the Token name and Secret values and store them in a safe place.

  5. Log in to your Make account, add a Tableau module to your scenario, and click Create a connection.

    Note: If you add a module with an instant tag, click Create a webhook, then Create a connection.

  6. Optional: In the Connection name field, enter a name for the connection.

  7. In the Server field, enter the base URL For your Tableau Server tableau.com

    For Tableau Online, the server address in the URI must contain the pod name, such as 10az, 10ay, or us-east-1. For example: https://10ay.online.tableau.com/#

  8. In the PAT Name field, enter the name of your token that you copied in step 4

  9. In the PAT Secret field, enter the token secret that you copied in step 4.

  10. In the Site Name field, enter your Tableau site name. This field is not required for Tableau Server accounts.

    Your site name can be found in the URL of your Tableau server after site/. For example, if your URL is https://10ay.online.tableau.com/#/site/MarketingTeam/workbooks, enter MarketingTeam.

  11. Click Save.

  12. If prompted, authenticate your account and confirm access.

You have successfully established the connection. You can now edit your scenario and add more Tableau modules. If your connection requires reauthorization at any point, follow the connection renewal steps here.

Connect Tableau to Make

To establish the connection:

  1. Log in to your Make account, add a Tableau module to your scenario, and click Create a connection.

    Note: If you add a module with an instant tag, click Create a webhook, then Create a connection.

  2. Optional: In the Connection name field, enter a name for the connection.

  3. In the Choose Your Server field, select either Cloud or On Premise.

  4. In the Server or Server URL field, enter the base URL of your Tableau server excluding tableau.com.

    For Tableau Online, include the pod name when entering your base URL. For example, if your URL is https://10ay.online.tableau.com/#, enter 10ay.online.

  5. In the Username and Password fields, enter your Tableau login credentials.

  6. In the Site Name field, enter your Tableau site name. This field is not required for Tableau Server accounts.

    Your site name can be found in the URL of your Tableau server after site/. For example, if your URL is https://10ay.online.tableau.com/#/site/MarketingTeam/workbooks, enter MarketingTeam.

  7. Click Save.

  8. If prompted, authenticate your account and confirm access.

You have successfully established the connection. You can now edit your scenario and add more Tableau modules. If your connection requires reauthorization at any point, follow the connection renewal steps here.

Build Tableau Scenarios

After connecting the app, you can perform the following actions:

Data Sources

  • Watch New Data Source

  • Watch Data Source Updated

  • Watch Data Source Deleted

  • Watch Data Source Refresh Started

  • Watch Data Source Refresh Failed

  • Watch Data Source Refresh Succeeded

  • Watch Data Sources

  • Search Data Sources

  • Get a Data Source

  • Download a Data Source

  • Update a Data Source

  • Add a Tag to a Data Source

  • Delete a Tag from a Data Source

  • Delete a Data Source

Projects

  • Watch Projects

  • Search Projects

  • Create a Project

  • Update a Project

  • Delete a Project

Extract Refresh Tasks

  • List Extract Refresh Tasks

  • Get an Extract Refresh Task

  • Delete an Extract Refresh Task

Users

  • Search Users

  • Get a User

  • Create a User

  • Update a User

  • Delete a User

Other

  • Make an API Call

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