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Documentation Index

Fetch the complete documentation index at: https://docs.refold.ai/llms.txt

Use this file to discover all available pages before exploring further.

Tableau is an API Key based integration and does not require the setup of an app.

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Required Credentials of a Linked Account

To successfully connect with the Tableau integration, a Linked Account or an end-user will need to provide the following to connect:
  1. Base URL
  2. Access Token
  3. Access Token Name
To understand how a Linked Account can get the above mentioned credentials, refer below.

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Getting Credentials of Tableau

To acquire the required credentials and connect a Linked Account, please follow the steps mentioned below: Connect a Linked Account
  1. Log in to your Tableau account and copy the Base URL of your account before /# in the URL.
  2. Click on the Settings icon in the side menu > Go to General tab > Scroll down and check that Enable personal access tokens is checked.
Navigation in Tableau
  1. Click on Profile Icon in the top right corner and select My Account Settings.
  2. Under Settings tab > Scroll to Personal Access Tokens section > Provide a Token Name and click on Create Token.
  3. Copy the Token Name and Token Secret displayed which is the Access Token.
Getting Access Token The Linked Account or end-user now have all the credentials required to connect with Tableau.

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Actions and triggers

In Refold, you can create orchestrations of your use-cases using Tableau actions and triggers. Following are the set of Tableau actions and triggers supported by Refold.
  1. List Extract Refresh Tasks in Site - Returns a list of extract refresh tasks for the site in Tableau.
  2. Run Extract Refresh Task - Runs the specified extract refresh task in Tableau.
  1. List Sites - Returns a list of the sites in Tableau.
  2. Create Site -Creates a site on Tableau Server.
  1. Download View Crosstab in Excel - Downloads view crosstab in Excel in Tableau.
  2. Search View - Returns all the views for the specified site in Tableau.
  1. Search Workbook - Returns the workbooks on a site in Tableau.
  1. HTTP Request - Make HTTP API calls to any Tableau documented REST APIs.