Tableau Authorization

Tableau Templates rely on users to:

• Provide their username and password or a Personal Access Token.

• Provide the Site ID and Server URL

• Provide the name of the relevant element (Workbook, Datasource, View)

Below are the steps of how to accomplish each of these individually.

Creating a Personal Access Token​

1. Sign into your instance of Tableau.

2. Click your user icon in the top-right corner and select My Account Settings

3. Scroll halfway down the page and stop at the section titled Personal Access Tokens.

4. Provide a descriptive name for the token (we suggest Platform) and click Create New Token.

5. Click Copy to Clipboard and store your Token Secret in a safe location. You will need both the Token Name and the Token Secret for authentication.

Finding the Site ID​

As a part of every URL on Tableau, you should see a section that says /site/YOURSITEID/.

For example, if the full URL was https://10ax.online.tableau.com/#/site/shipyarddevelopmentdev123456/explore, your Site ID would be shipyarddevelopmentdev123456.

Finding the Server URL​

The Server URL is the beginning part of the URL, including the subdomain, domain, and TLD.

For example, if the full URL was https://10ax.online.tableau.com/#/site/shipyarddevelopmentdev123456/explore, your Site ID would be https://10ax.online.tableau.com.

Finding the Workbook Name​

Workbook names can be found in multiple locations.

In the Explore Section​

While Viewing Workbook Details​

While Editing a Workbook​

Finding the Datasource Name​

In the Explore Section​

While viewing Datasource Details​

While Editing the Datasource​

NOTE: Currently, we only support refreshing Datasources that have been published.

Finding the View Name​

Views can be individual charts or a Dashboard that combines multiple charts. The names for these views can be found in multiple locations.

While Viewing Workbook Details​

While Editing a Workbook​

NOTE: Currently, we only support pulling data from views that have been published as part of the workbook. Anything in a draft state cannot be accessed.