Tableau Setup Guide Lite Private Preview

Follow our setup guide to connect Tableau to Fivetran.

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Setup instructions

Create PAT name and PAT secret

1. Sign in to as a site admin and navigate to the Settings page.

2. Under the Personal Access Tokens section, select the Enable personal access tokens check box if not already selected, and do one of the following tasks:

• Keep the Enable personal access tokens check box selection to enable all users to create PATs.

• Alternatively, select the only users in the specified group radio button and select a group from the list to limit the access of creating new PATs only to the users that are members of that group.

Note: If you select this option, a group must be selected in order for you to save the setting.

3. Under Set expiration period, do one of the following:

• If not selected already, select the 180 days radio button.
• Alternatively, in the Custom days text box, enter a valid value, 1 through 365.

4. When finished, click the Save button on the top or bottom of the page.

5. Make a note of the PAT name and PAT secret. You will need it to configure Fivetran.

Find Site Name and Server Address

1. Log in to your account.

2. For Tableau Cloud, the Server Address in the URI must contain the pod name, such as 10az, 10ay, or us-east-1.

   For example, the URI to sign in to a site in the 10ay pod would be: https://10ay.online.tableau.com/api/api-version/auth/signin

3. Make a note of the Site Name, which we give while creating Tableau account. We can find the Site Name in the URI of the tableau account.

   

4. Make a note of the Server Address and Site Name. You will need it to configure Fivetran.

Finish Fivetran configuration

1. In the , enter the Destination schema name of your choice.
2. Enter the PAT Name and PAT Secret you created in .
3. Enter the Server Address and Site Name you found in .
4. Click Save & Test. Fivetran will take it from here and sync your Tableau data.

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