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.

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: 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: 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 Admin PAT 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.
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.

Last updated 2 months ago