Tableau
by Salesforce
Salesforce visual analytics platform (Tableau Cloud and Server); the REST API lists workbooks, views, data sources and users and exports view data.
- Category
- Cloud & Data Platforms
- Type
- BI & reporting
- Interface
- REST API
- Built with
- Connect Any API
- Credentials
- Access token, Signed JWT
- Docs
- Tableau API docs
02Data
What you can sync.
- Workbooks
- Views
- View data
- Data sources
- Users
Put Tableau workbooks next to revenue and usage, so every cost has an owner and a reason.
Need more? Name any other Tableau data the API returns, and the AI adds it to the connector.
03Credentials
Credentials you will need.
- An access token
- A signed JWT
Tableau uses an access token or a signed JWT. You add the credentials once, when the AI asks for them, and it tells you where to create them in Salesforce if you need help.
04How it works
How it works in DataMind.
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Pick Tableau.
Open Lake, pick Tableau in the source picker and name the connection. Connect Any API opens with a ready prompt that points the AI at the Tableau API docs.
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Answer a few questions.
The AI reads the Tableau documentation, then asks which credentials you will use, which data to sync (for example workbooks and views), whether you want a one-time load or a recurring sync, and which accounts or filters apply.
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Your data lands in Lake.
It builds the connector, tests it and shows you sample rows. Then Tableau data loads into your Lake on your schedule, ready for the Warehouse, DataPrism BI and AI Minds.
