Tableau API Access for ETL+

Estimated time to complete: 10 to 15 minutes.

This page describes the Tableau Cloud or Tableau Server settings so DataSelf ETL+ can refresh your Tableau data sources as part of your ETL processes, and publish data soruces and workbooks if necessary.

System requirements:

• An active Tableau Cloud or Tableau Server license.

• An user with site admin rights to your Tableau site.

• DataSelf ETL+ user license

On the Client’s Tableau Cloud (or Tableau Server)

• Log to your Tableau site with a site admin user.

• Click on your user account (the circle on the top right of your browser) → My Account Settings.

  

• On the Settings tab, type in a name to your PAT (such as dataselfapi) → click Create Token

  

• Copy the PAT Secret string, this is the only opportunity to copy this string. If you lose the secret key, you can create a new one (and delete the old one if it’s not being used).

  

On the Client’s ETL+ Web

• Log to ETL+ Web (https://etl.dataself.com)

• Go to the ETL page → External Objects:

  • If you don’t have any Tableau data source configured in ETL+ yet, add at least one data source:

    • Click + → Tableau Refresh, then fill out the parameters. E.g.

      

    • Confirm

  • Click the wrench icon by your Tableau Refresh blue header → select Custom → and then fill out the form.

    • Tableau Cloud will only work with the Auth Type = PAT option. Paste the PAT secret from the prior section.

    • You can select Auth Type = User when working with Tableau Server (not Tableau Cloud).

      

  • Confirm → Save.

Ongoing ETL+ and Tableau Integration

• You should now be all set to refresh your Tableau data sources via ETL+.

• If applicable, you can now add more Tableau data sources to your ETL+ by clicking External Objects → + → Tableau Refresh, fill out the form, Confirm → Save.

• You can refresh your Tableau data sources in two main ways via ETL+:

  • On demand: On the ETL page → External Objects → Tableau Refresh section, click the Run Script icon (play icon) by the data source name.

  • On demand and/or via schedule, individually or in groups: Add your Tableau data sources into ETL+ Jobs to run manually or on schedule:

    • On the ETL page → then click the wrench icon on the ETL+ Job header.

    • On the Job tab on the right, assuming you already have Jobs created, click the Job Steps icon of a Job.

    • On the right panel shows the Job Steps, click the Show Unchecked icon (crossed eye icon) to view all hidden steps, scroll down to find your Tableau data sources, check the checkbox for the desired ones.

    • If you need to run the Tableau data sourcesbefore or after other Job Steps, drag the models up and down as needed.

    • Confirm → Save.

• You may now run this Job that includes Tableau data sources manually of via Schedule.