Integrating with Tableau

Prerequisites

Tableau Setup Step 1: Create personal access token Step 2: Find Subdomain and Site Name

Prerequisites

To connect Tableau to Drivetrain, you need:

• An active Tableau account

• Admin privileges on Tableau

• Admin privileges in Drivetrain

Tableau Setup

Drivetrain supports integration with Tableau via Personal Access Token (PAT). To get started you would need to create a token on Tableau for Drivetrain.

Step 1: Create personal access token

1. Login to your Tableau Cloud account.

2. Go to the Settings page.

3. In the Personal Access Tokens (PAT) section, select the Enable personal access tokens option.

4. Select the users who can create new PATs on the site, below are the options:

   1. To enable all users to create PATs, select the All users on this site option.

   2. To limit the access of creating new PATs only to the users that are members of a group, select the Only users in a specified group option and then select a group from the drop-down menu. [Recommended]

5. Set the expiration period of the token, below are the options:

   1. Select the default option - 180 days.

   2. In the Custom days field, specify a custom value [Recommended, choose at least 365 days]

6. Click Save

7. Make a note of PAT Name and PAT Secret in a secured document, these will be needed to configure the integration on Drivetrain.

Step 2: Find Subdomain and Site Name

Find your Tableau subdomain and site name in your Tableau Cloud account URI and make a note of them.

For example, if your Tableau Cloud account URL is https://test.online.tableau.com/#/yoursite/home, your subdomain is test and your site name is yoursite.

That’s it! Share the PAT Name, PAT Secret, Subdomain and Site with your Data Integrations Manager or Customer Success Manager to get started!