Tableau Connector

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Tableau Authentication Credentials

Generate a personal access token (PAT) for your Tableau account.

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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. 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 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.”

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.

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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. Click “New collection” in the top right. Select a project. Select a workbook. Select one or more views. Select one or more datasources. After you are done, click “Create Collection” in the bottom right.

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Refreshing a Collection

If your Tableau workbooks or datasources have changed since you created a collection, you can manually refresh it to pull in the latest views and datasources. On the collections list, hover over a collection card and click the Refresh icon (circular arrow) in the top-right corner of the card. TextQL will re-authenticate with Tableau, fetch the current list of views and datasources, update the collection, and invalidate any cached introspection data.

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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”. Choose the connector you just made. Choose the collection you just made. Click “Attach Collection”. Ask Ana anything you want. She can see / filter the views in your collection, and run SQL and Python over your underlying datasources.

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Sharing Collections via Embed Links

Admins can generate embed links for Tableau collections. Embed links authenticate as service accounts (bot users) created in Settings → Service Accounts. Service accounts:

• Are regular org members with RBAC-controlled permissions
• Default to “member” role (can read datasets, create chats)
• Don’t expose admin credentials
• Can be deleted to revoke all associated embed links

To share a collection, click the link icon on a collection card and select which service account to use.

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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. 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. Click into your connected app, and then click Generate New Secret. This action will provide you with:

• App / Client ID
• Secret Value
• Secret ID

This authentication method is deprecated, so reach out to a TextQL admin to continue.