To connect a Tableau server with TextQL you will first need to add a Connected App in Tableau—this action will provide a Client ID, Secret Value and ID which are necessary credentials for the TextQL Create Tableau Connector form. You will additionally need to obtain
  • your Tableau Server and Site names,
  • your Tableau account Username and Password, and
  • a Tableau personal access token (PAT).
Generally, you will need to be a server / site administrator within your Tableau account to access complete these steps.

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Adding a Connected App in Tableau

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
which you will need to temporarily save for the remainder of the setup in TextQL. Finally, generate personal access token for your Tableau account.
Creake a New Personal Access Token
Creake a New Personal Access Token

Creake a New Personal Access Token.

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Creating the Connector in TextQL

If you haven’t already, 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 your Client ID, Secret Value, Secret ID, PAT ID and PAT Value from Tableau—these credential can be obtained by following the steps above in the section Adding a Connected App in Tableau. Also add your Tableau Username (email) and Password. Optionally, a Server Frontend URL can be added in the case where there is a different url used for frontend embedding. 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 generally redact the Tableau Secret Value.

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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 availible to Ana. To do this, click into your connector, and then select the projects you want to include.
Tableau sync

Select the Tableau projects you are interested in working with.

Save your projects, and then use the tick boxes on the following page to choose which dashboards are made availible to Ana.
Selecting Tableaus to sync.

Use the tick boxes to choose which Dashboards Ana can see. Then click Include to proceed.

After including dashboard, you will be able to chat with the data visually apresent on the Tableau.
In order to use SQL querying with the Tableau in chats or agent runs, you must additionally attach a Tableau datasource to your dashboard. Click Link a Datasource, select the Tableau datasource which backs your dashboard and then click Save Changes.
Tableau sync

Select the Tableau projects you are interested in working with.

NOTE: Tableau datasources connected to TextQL must be Extract. Querying from Live datasoureces is in still in development.