Workiva and Tableau Dashboards
RespondidaI am currently exploring the possibility of connecting Tableau Dashboard to Workiva and seeking insight from other users who have experience with this integration. Has anyone here successfully connected the two platforms? If so, could you share your experience and any tips or best practices for setting up the integration? Specifically, I’m interested in:
- The steps you followed to establish the connection
- Any challenges you faced and how you overcame them
- How you utilize the integration in your workflow
Thanks in advance for your help.
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Hi Michael. You can find information on how to establish a connection to Tableau here https://support.workiva.com/hc/en-us/articles/360046453151-Connector-to-Tableau. After you have successfully established the connection to Tableau, you will have access to the Tableau Chain commands here https://support.workiva.com/hc/en-us/articles/360035645952-Tableau-commands.
If you're using Tableau Cloud and have Multi-Factor Authentication (MFA) enabled, Personal Access Tokens (PATs) are required to make REST API calls. The documentation link above shows using username and password. In this case, PATs are required. More information is here https://help.tableau.com/current/api/rest_api/en-us/REST/rest_api_concepts_auth.htm.
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