Tableau

Introduction

Userful’s integration with Tableau enables you to display Tableau dashboards on your Userful Destination screens.

This integration works only for Tableau Cloud. It does not currently support Tableau Server on prem and Tableau Server public cloud.
Users with any Tableau license (or roles as Tableau calls it) viz., Creator, Explorer, and Viewer can use this integration.
As Tableau Passports are a new feature in version 12.9, you need to delete current Tableau Sources, set up passports, and re-create Sources.

Sources created using this integration can be used in Decisions and Trends.

There are four Authentication methods you can use to integrate with Tableau. Userful calls these ‘Authentication Types’.

Tableau Personal Access Token/Admin PAT: This option can only be used by Tableau Site Admins. A site admin can create a Personal Access Token and use Token name and Token value for authenticating and creating the passport.
Tableau Password/ Admin Password: Like Admin PAT, this option can only be used by Tableau Site Admins. However, multi-factor authentication (MFA) enabled accounts cannot be used for this authentication method. If a site admin has MFA enabled on their account, they must use the Tableau Personal Access Token method.
Connected App: This method can be used by non-admin users. In this method, the site admin creates a Connected App for the non-admin user. The non-admin user can then share the Client ID, Secret ID and Secret Value for authentication.
Tableau Public: Any Tableau user can authenticate using this method and access publicly available Tableau dashboards.

In your Userful account, navigate to Sources and Destinations.
Click Sources in the left pane.
Click Create Source at the top right corner. A Create Source panel appears.
Add a name and description for your Source.
Select Source Type as Tableau.
Select a thumbnail.
Enter the Visualization URL.
Select the Authentication Type.
Based on the authentication type you selected above, enter the values below:
- Tableau Personal Access Token: Account email/username, Token name and Token Secret.
- Tableau Password: Tableau account email/username, Password.
- Connected App: Account email/username, Client ID, Secret ID, and Secret Value shared by your admin.
- Public: No data required.
Specify the Framerate.
To add more settings and permissions, go to the next step. Else, click Save.
Click the Advanced tab to add Resolution and Scaling, and to enable/disable Source Sharing.
Click the Permissions tab to add permissions for apps (Decisions and Trends) as well as user groups.
Click Save. You will now be able to use this Source in Decisions and Trends based on the permissions you have added for the apps.

In your Userful account, navigate to Sources and Destinations > Integrations > Tableau.
Click Create Passport at the top right corner.
Add a name and description for your passport.
Select the Authentication Type.
Enter the Tableau server URL. Note that currently, Userful supports only Tableau cloud servers.
Enter the Tableau site name.
Enter your Tableau user name.
Based on the authentication type you selected above, enter the values below:

Admin PAT: Token name and Token Value.
Admin Password: Tableau account credentials. Note: MFA-enabled account credentials are not supported. For MFA-enabled accounts, select the Admin PAT option.
Connected App: Client ID, Secret ID, and Secret Value shared by your admin.
Public: No data required.

Click Save. If all the details are valid, you should see a Connected status.

In your Userful account, navigate to Sources and Destinations.
Click Sources in the left panel.
Click Create Source at the top right corner. A Create Source panel appears.
Add a name and description for your Source.
Select Source Type as Tableau.
Select a thumbnail.
Select your passport.
Select your Tableau workbook.
Select View.
Enter the Refresh interval. Note: If a Tableau Source goes blank due to reasons like an internet outage, the page will reload after the Refresh interval you set.
To add more settings and permissions, go to the next step. Else, click Save.
Click the Advanced tab to add Resolution and Scaling, and to enable/disable Source Sharing.
Click the Permissions tab to add permissions for apps (Decisions and Trends) and User groups.
Click Save.

Troubleshooting: White screen after mapping a Source

Last updated 3 months ago