Skip to main content

​
Tableau Authentication Credentials

Generate a personal access token (PAT) for your Tableau account.
Create a New Personal Access Token
Creake a New Personal Access Token

Creake a New Personal Access Token.

​
Creating the Connector in TextQL

Navigate to the TextQL Connectors Page and click Create New Connector. Then submit the creation form with Tableau selected. This will open a form for entering the credentials for reaching your Tableau connected app.
Setting up a new Tableau Connector—Credentials form

Setting up a new Tableau Connector—Credentials form.

The Connector Name can be addressed without navigating from the TextQL site: this is a generic name used to identify what data is served from the connector. For Example, “Marketing Dashboards” or “Dashboards Central.” Next, identify the and add the URL of your Tableau Server, for example https://10ax.online.Tableau.com/#/site/textqldev/home. From the server url, you can additionally extract your
  • Server: the base url, for example, https://10ax.online.Tableau.com, and your
  • Site: which is found in the server url after the “site/,” for example, “textqldev.”
Tableau server

Identify your Server and Site using the Tableau Server URL.

Finally, add the PAT ID and PAT Value obtained by following the steps above in the section Tableau Authentication Credentials. When the form is complete, click Create to create and save your Tableau connector. At any time, you can edit your Tableau connector credentials by selecting the connector from the Connectors Page and selecting edit from the actions dropdown. Note that when modifying an existing connector, the TextQL site will redact secrets.

​
Syncing The Connector — Add Your Dashboards

After setting up your Tableau connector, you’ll need to select the dashboards to be made available to Ana. To do this, click into your connector, and then select the projects you want to include.
Tableau sync

Collections are groups of views and published datasources

Click “New collection” in the top right.
Tableau sync

All of the projects scoped under the provided PAT token.

Select a project.
Tableau sync

All of the workbooks inside the selected project.

Select a workbook.
Tableau sync

All of the views inside the workbook, along with linkable published datasources.

NOTE: Tableau datasources connected to TextQL must be Extract. Querying from Live datasources is in still in development.
Select one or more views.
Tableau sync
Select one or more datasources.
Tableau sync
After you are done, click “Create Collection” in the bottom right.

​
Chatting with your dashboards

Once your Tableau connector is set up and synced, you can start chatting with your dashboards. Navigate to TextQL Chat to begin asking questions about your Tableau data. Hover over the ”+” icon and Click “Attach Tableau”.
Tableau sync
Choose the connector you just made.
Tableau sync

List of tableau connectors

Choose the collection you just made.
Tableau sync

List of collections for this connector

Click “Attach Collection”.
Tableau sync

One collection per chat

Ask Ana anything you want. She can see / filter the views in your collection, and run SQL and Python over your underlying datasources.
Tableau sync

Just send a chat!

​
Tableau Connected App (deprecated)

Generally, you will need to be a server / site administrator within your Tableau account to complete the following steps. From within your Tableau account, navigate to Settings > Connected Apps. Then click the New Connected App dropdown and select Direct Trust.
Connected apps pane in Tableau

Connected apps pane in Tableau.

A form will appear, asking you to enter a Connected App Name, and choose an Access Level. Note that the Access Level options determine the projects and dashboard that will become available in TextQL. Finally, click Create to create the new connected App.
Form for creating connected apps in Tableau

Form for creating connected apps in Tableau.

Click into your connected app, and then click Generate New Secret.
Generate a New Secret

Generate a New Secret.

This action will provide to you a
  • App / Client ID
  • Secret Value
  • Secret ID
This authentication method is deprecated, so reach out to a TextQL admin to continue.