Tableau Integration

Modified on Mon, 20 May 2024 at 01:45 AM

Integrating Tableau with Josys enables the IT Admin to view and manage accounts.


Key benefits  

When you integrate Josys with Tableau, you can:

  • View: List of user accounts, including their status, roles, group, auth setting, and timestamp of last login.
  • Perform actions: Create or delete user accounts.

Note: Josys supports multiple Tableau integrations.



Prerequisites


Before you begin with the integration, make sure that you have:

  • A Tableau admin account
  • The Personal Access Token Name, Personal Access Token Secret, Admin URL, and Content URL 
  • Tableau Cloud (Server is not supported)



Locating the Personal Access Token Name and Token Secret


Step 1: Log in to Tableau using an admin account. Navigate to the User Profile options and click My Account Settings.



Step 2: Click on the Settings. Enter an appropriate label for identifying the API Credentials under the Personal Access Tokens, and click Create Token.


NoteFollow the link to create a Personal Access Token- https://help.tableau.com/current/online/en-us/security_personal_access_tokens.htm?source=productlink#site-settings-for-personal-access-tokens



Step 3: Click the Copy Secret for later use in the integration steps.  Click Done



Steps to Integrate

Step 1: Select Tableau from the App Catalog in the Apps section.


Step 2: Provide a suitable Label for identification. 


Step 3: Enter the Personal Access Token Name, Personal Access Token Secret, Admin URL, and the Content URL copied in the previous section. Click Next to proceed. 

The examples of Admin URL and Content URL are given below:

 

Step 4: After the integration is complete, allow some time for data synchronization. You can now view and perform required actions from the Managed Apps in the Apps section. 



 

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