Tableau Server

Configuring Tableau Server as a Connection

To create a Tableau connection:

1. Select "+" and then select "Connection" or right-click on a folder in the File Browser and select "Create New" and then "Connection". A 'New Connection' tab opens. 
    or 
2. Select "Tableau Server" from the drop-down in section 'Type' and confirm with "Next". The section 'Connection Details' opens. 
   

3. Enter the Tableau Server connection URL, if needed, the site ID to access Tableau through a site other than the default site and set the connection usage to "Export". 
   INFO: The connection usage for Tableau can only be set for exports.
   

   
4. Select the authentication mode from the drop-down: "User/ Password" or "Personal Access Token". The fields adapt to the chosen authentication mode.
   
   If selecting 'User/ Password', enter the username and password. 
   
   If selecting 'Personal Access Token', enter the token name and the token secret.
    
5. If needed, enter custom properties, e.g. 'das.splitting.disable-combining=true' to export large workbooks faster , and click on "Next". The section 'Save' opens.
    
6. If needed, enter a description and confirm with "Save". The dialog 'Save Connection' opens.
   
7. Select the name and storage location of the connection and confirm with "Save". The Tableau connection is saved. 
   

Configuring Tableau Server for Export Jobs

See Exporting to Tableau Server.