Tableau Connector

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Manage projects and workbooks in your Tableau site

Connections

Tableau Token Connection

Authenticates requests to Tableau using a token

This component uses token authentication to interact with the Tableau API.
To generate a token:

  • Log in to Tableau
  • Click the user icon in the top right, and click My Account Settings
  • Under Personal Access Tokens, type in a Token Name and select Create new token.
    Take note of the Token Name and Token Secret - you'll enter those in a moment
  • Look at your Tableau URL.
    It'll look like https://10ay.online.tableau.com/#/site/MarketingTeam/workbooks.
    You'll use the 10ay.online.tableau.com portion as your Host Name, and MarketingTeam as your Site ID.

Now, add a Tableau step to your flow.
This will automatically create a Tableau connection config variable.
Fill in the config variable with the Token Name, Token Secret, Host Name and Site ID that you noted above.

For additional information regarding authentication, please refer to the Tableau docs.

Input Comments Default
Token Secret Provide a string value for the Tableau Token. This value can be created from your Tableau account.
Token Name Provide a string value for the name of the Tableau Token.
Host Name Provide a string value for the host name of the Tableau server, without the https://
Site ID The ID of your Tableau site (MarketingTeam part of https://10ay.online.tableau.com/#/site/MarketingTeam/workbooks)

Triggers

Scheduled Event

Receive data from scheduled events in real time with webhook subscriptions.

Input Comments Default
Connection
API Event Name The events to subscribe to.
API Version The version of the Tableau API to use 3.6
Timeout The maximum amount of time the client will await a response.
Debug Request This flag will enable debugging and logging of the action's web request. false

Actions

Create Project

Create a new project inside your Tableau site

Input Comments Default
Parent Project Id Provide a string value for the id of the parent project.
Project Name Provide a string value for the name of the project.
Content Permissions This value controls user permissions in a project. However, if the project is nested within a project, it will inherit those permissions and these settings will have no effect.
Description Provide a string value for the description of the project.
Timeout The maximum amount of time the client will await a response.
Connection
Debug Request This flag will enable debugging and logging of the action's web request. false

Create User

Create a new user in your tableau site

Input Comments Default
Username Provide a string value for the username of the user. For Tableau Online, this value is an email address.
Site Role Provide a value for the role of the user.
Auth Setting Provide a string value for the username of the user.
Timeout The maximum amount of time the client will await a response.
Connection
Debug Request This flag will enable debugging and logging of the action's web request. false

Create Webhook

Creates a new webhook for a site.

Input Comments Default
Connection
Webhook Name A name for the webhook.
API Event Name The name of the Tableau event that triggers your webhook
Webhook URL The destination URL for the webhook. The webhook destination URL must be https and have a valid certificate.
Webhook Enabled If true (default), the newly created webhook is enabled. If false then the webhook will be disabled. true
Timeout The maximum amount of time the client will await a response.
Debug Request This flag will enable debugging and logging of the action's web request. false
API Version The version of the Tableau API to use 3.6

Delete Projects

Delete an existing project by Id

Input Comments Default
Project Id Provide a string value for the Id of your Tableau Project.
Timeout The maximum amount of time the client will await a response.
Connection
Debug Request This flag will enable debugging and logging of the action's web request. false

Delete User

Delete an existing user by Id

Input Comments Default
UserId Provide a value for the unique identifier of the user.
Timeout The maximum amount of time the client will await a response.
Connection
Debug Request This flag will enable debugging and logging of the action's web request. false

Delete Webhook

Deletes the specified webhook.

Input Comments Default
Connection
Webhook Id The ID of the webhook.
Timeout The maximum amount of time the client will await a response.
Debug Request This flag will enable debugging and logging of the action's web request. false
API Version The version of the Tableau API to use 3.6

Delete Workbooks

Delete an existing workbook by Id

Input Comments Default
Workbook Id Provide a string value for the unique identifier of the workbook.
Timeout The maximum amount of time the client will await a response.
Connection
Debug Request This flag will enable debugging and logging of the action's web request. false

Get Project

Get an existing project

Input Comments Default
Project Name Provide a string value for the name of the project.
Timeout The maximum amount of time the client will await a response.
Connection
Debug Request This flag will enable debugging and logging of the action's web request. false

Get User

Get an existing user by Id

Input Comments Default
UserId Provide a value for the unique identifier of the user.
Timeout The maximum amount of time the client will await a response.
Connection
Debug Request This flag will enable debugging and logging of the action's web request. false

Get Webhook

Returns information about the specified webhook.

Input Comments Default
Connection
Webhook Id The ID of the webhook.
Timeout The maximum amount of time the client will await a response.
Debug Request This flag will enable debugging and logging of the action's web request. false
API Version The version of the Tableau API to use 3.6

Get Workbooks

Get an existing workbook by Id

Input Comments Default
Workbook Id Provide a string value for the unique identifier of the workbook.
Timeout The maximum amount of time the client will await a response.
Connection
Debug Request This flag will enable debugging and logging of the action's web request. false

List Connections

Retrieve a list of connections connected to your Tableau site

Input Comments Default
Workbook Id Provide a string value for the unique identifier of the workbook.
Timeout The maximum amount of time the client will await a response.
Page Size Provide an integer value for the maximum amount of results that will be returned.
Page Number Provide an integer value for the page offset for the given object's results.
Connection
Debug Request This flag will enable debugging and logging of the action's web request. false

List Projects

Retrieve a list of projects connected to your Tableau site

Input Comments Default
Timeout The maximum amount of time the client will await a response.
Page Size Provide an integer value for the maximum amount of results that will be returned.
Page Number Provide an integer value for the page offset for the given object's results.
Connection
Debug Request This flag will enable debugging and logging of the action's web request. false

List users

Retrieve a list of users connected to your Tableau site

Input Comments Default
Timeout The maximum amount of time the client will await a response.
Page Size Provide an integer value for the maximum amount of results that will be returned.
Page Number Provide an integer value for the page offset for the given object's results.
Connection
Debug Request This flag will enable debugging and logging of the action's web request. false

List Webhooks

Returns a list of all the webhooks on the specified site.

Input Comments Default
Timeout The maximum amount of time the client will await a response.
Page Size Provide an integer value for the maximum amount of results that will be returned.
Page Number Provide an integer value for the page offset for the given object's results.
Connection
Debug Request This flag will enable debugging and logging of the action's web request. false
API Version The version of the Tableau API to use 3.6

List Workbooks

Retrieve a list of workbooks connected to your Tableau site

Input Comments Default
Timeout The maximum amount of time the client will await a response.
Page Size Provide an integer value for the maximum amount of results that will be returned.
Page Number Provide an integer value for the page offset for the given object's results.
Connection
Debug Request This flag will enable debugging and logging of the action's web request. false

Publish Workbook

Publishes a workbook on the specified site.

Input Comments Default
Timeout The maximum amount of time the client will await a response.
Connection
Debug Request This flag will enable debugging and logging of the action's web request. false
Upload Session Id If you are calling this method to commit a file that was uploaded in parts, this value contains the upload session ID that was generated by a call to Initiate File Upload.
Workbook Type twb or twbx to indicate whether you have uploaded a workbook file (twb) or a packaged workbook file (twbx).
Overwrite True to overwrite a workbook that has the same name, or false to fail if the specified workbook already exists. false
As Job If false, the workbook publishing process runs as a synchronous process. If a workbook is very large, the process might time out before it finishes. If you set this value to true, the process runs asynchronously, and a job will start to perform the publishing process and return the job ID. false
Skip Connection Check If true, then the Tableau server will not check if a non-published connection of a workbook is reachable. false
Workbook XML
Workbook File Contents The twbx file to upload as binary data.

Raw Request

Send raw HTTP request to Tableau

Input Comments Default
Connection
URL Input the path only (/projects); the base URL is already included (https://{inputHostName}/api/{inputApiVersion}/sites/{siteId}). For example, to connect to https://{inputHostName}/api/{inputApiVersion}/sites/{siteId}/projects, enter only /projects in this field. Note: {inputHostName} is derived from the Host Name input in the connection configuration, {inputApiVersion} is based on the API Version input (default is 3.3), and {siteId} is automatically appended.
Method The HTTP method to use.
Data The HTTP body payload to send to the URL.
Form Data The Form Data to be sent as a multipart form upload.
File Data File Data to be sent as a multipart form upload.
File Data File Names File names to apply to the file data inputs. Keys must match the file data keys above.
Query Parameter A list of query parameters to send with the request. This is the portion at the end of the URL similar to ?key1=value1&key2=value2.
Header A list of headers to send with the request.
Response Type The type of data you expect in the response. You can request json, text, or binary data. json
Timeout The maximum time that a client will await a response to its request
Debug Request Enabling this flag will log out the current request. false
Retry Delay (ms) The delay in milliseconds between retries. This is used when 'Use Exponential Backoff' is disabled. 0
Retry On All Errors If true, retries on all erroneous responses regardless of type. This is helpful when retrying after HTTP 429 or other 3xx or 4xx errors. Otherwise, only retries on HTTP 5xx and network errors. false
Max Retry Count The maximum number of retries to attempt. Specify 0 for no retries. 0
Use Exponential Backoff Specifies whether to use a pre-defined exponential backoff strategy for retries. When enabled, 'Retry Delay (ms)' is ignored. false
API Version The version of the Tableau API to use 3.6

Search Connections

Search for a specific Connection in a Workbook

Input Comments Default
Workbook Id Provide a string value for the unique identifier of the workbook.
Search Provide a string value to search on.
Search Field
Timeout The maximum amount of time the client will await a response.
Connection
Debug Request This flag will enable debugging and logging of the action's web request. false
Page Number Provide an integer value for the page offset for the given object's results.
Page Size Provide an integer value for the maximum amount of results that will be returned.

Search Projects

Search for a specific project by a string of text

Input Comments Default
Search Provide a string value to search on.
Search Field The field to search. Dates should follow the ISO format: 2016-05-04T21:24:49Z
Timeout The maximum amount of time the client will await a response.
Connection
Debug Request This flag will enable debugging and logging of the action's web request. false
Page Number Provide an integer value for the page offset for the given object's results.
Page Size Provide an integer value for the maximum amount of results that will be returned.

Search Users

Search for a specific User by a string of text

Input Comments Default
Search Field The field to search. Dates should follow the ISO format: 2016-05-04T21:24:49Z
Search Provide a string value to search on.
Timeout The maximum amount of time the client will await a response.
Connection
Debug Request This flag will enable debugging and logging of the action's web request. false
Page Number Provide an integer value for the page offset for the given object's results.
Page Size Provide an integer value for the maximum amount of results that will be returned.

Search Workbooks

Search for a specific Workbook by a string of text

Input Comments Default
Search Field The field to search
Filter Operator The operator to use in searching
Search Provide a string value to search on.
Timeout The maximum amount of time the client will await a response.
Connection
Debug Request This flag will enable debugging and logging of the action's web request. false
Page Number Provide an integer value for the page offset for the given object's results.
Page Size Provide an integer value for the maximum amount of results that will be returned.

Test Webhook

Tests the specified webhook. Sends an empty payload to the configured destination URL of the webhook and returns the response from the server.

Input Comments Default
Connection
Webhook Id The ID of the webhook.
Timeout The maximum amount of time the client will await a response.
Debug Request This flag will enable debugging and logging of the action's web request. false
API Version The version of the Tableau API to use 3.6

Update Connection

Update the information and metadata of an existing connection by Id

Input Comments Default
Workbook Id Provide a string value for the unique identifier of the workbook.
Connection Id Provide a value for the unique identifier of the connection.
Server Address Provide a string value for the address of the server you want to connect.
Server Port Provide a string value for the port of the server you want to connect.
Connection Username Provide a string value for the username used to authenticate the connection.
Connection Password Provide a value for the password used to authenticate the connection.
Embed Password Enable this flag to embed the password for the connection. false
Query Tagging Enabled Associates a specific server log query event with the Tableau resource that made the query. false
Timeout The maximum amount of time the client will await a response.
Connection
Debug Request This flag will enable debugging and logging of the action's web request. false

Update Project

Update the contents and metadata of an existing project by Id

Input Comments Default
Project Id Provide a string value for the Id of your Tableau Project.
Parent Project Id Provide a string value for the id of the parent project.
Project Name Provide a string value for the name of the project.
Content Permissions This value controls user permissions in a project. However, if the project is nested within a project, it will inherit those permissions and these settings will have no effect.
Description Provide a string value for the description of the project.
Timeout The maximum amount of time the client will await a response.
Connection
Debug Request This flag will enable debugging and logging of the action's web request. false

Update User

Update the information and metadata of an existing user

Input Comments Default
UserId Provide a value for the unique identifier of the user.
Username Provide a string value for the username of the user. For Tableau Online, this value is an email address.
Site Role Provide a value for the role of the user.
Auth Setting Provide a string value for the username of the user.
Timeout The maximum amount of time the client will await a response.
Connection
Debug Request This flag will enable debugging and logging of the action's web request. false

Update Webhook

Modify the properties of an existing webhook.

Input Comments Default
Connection
Webhook Id The ID of the webhook.
Webhook Name A name for the webhook.
API Event Name The name of the Tableau event that triggers your webhook
Webhook URL The destination URL for the webhook. The webhook destination URL must be https and have a valid certificate.
Webhook Enabled If true (default), the newly created webhook is enabled. If false then the webhook will be disabled. true
Webhook Disable Reason The reason a webhook is disabled.
Timeout The maximum amount of time the client will await a response.
Debug Request This flag will enable debugging and logging of the action's web request. false
API Version The version of the Tableau API to use 3.6

Update Workbook

Update the information and metadata of an existing workbook by Id

Input Comments Default
Workbook Id Provide a string value for the unique identifier of the workbook.
Workbook Name Provide a string value for the name of the workbook.
Project Id Provide a string value for the Id of your Tableau Project.
UserId Provide a value for the unique identifier of the user.
Show Tabs Specify true to have the updated workbook show views in tabs. false
Timeout The maximum amount of time the client will await a response.
Connection
Debug Request This flag will enable debugging and logging of the action's web request. false