The first time you add a Tableau card to a FLO, you need to set up a configuration for that Connector. Setting up a configuration will allow you to connect to your Tableau account, save the information, and reuse that configuration next time you build a FLO with the connector. That way, you don’t have to sign in every time you want to build a FLO with this Connector. After you’ve set up one configuration, you can choose to use that configuration again, or set up a new one.
You can set up and save multiple configurations and share them with your teammates. Here’s how to set up a new configuration in Tableau:
- Add the Tableau card you would like to use to your FLO. If you already have configurations set up, you will have to select Add Account to create a new configuration. If you don’t have any configurations set up, you will automatically be taken to the next step.
- Choose a nickname for your configuration. Choose something unique, since you may need to be able to tell multiple configurations apart in the future.
- Enter the email and password of your Tableau account.
- Enter the name of your site. This needs to be a single string, i.e., ‘alexandriassite’ for ‘Alexandria’s Site’.
- Click Next.
- New Datasource - Start FLO when a new datasource is published
- New Workbook - Start FLO when a new workbook is published
- Updated Datasource - Start FLO when an existing datasource is updated
- Updated Workbook - Start FLO when an existing workbook is updated
- Add User To Group - Adds a user to an existing group
- Add User To Site - Adds a user to a site
- Create Group - Create a new group
- Create Project - Create a new project
- Delete Datasource - Delete an existing datasource using datasource ID
- Delete Group - Delete an existing group using group ID
- Delete Project - Delete an existing project using project ID
- Delete Workbook - Delete an existing workbook using workbook ID
- Download Datasource - Download an existing datasource using datasource ID
- Download Workbook - Download an existing workbook using workbook ID
- Get Datasource Info - Read an existing datasource using the datasource ID
- Get Workbook Info - Read an existing workbook using the workbook ID
- Update Datasource - Update workbook info using the workbook ID
- Update Group - Update an existing group
- Update Project - Update an existing project
- Update Workbook - Update workbook info using the workbook ID
- Upload Datasource - Uploads a file to the Tableau cloud and publishes it as a datasource
- Upload Workbook - Uploads a file to the Tableau cloud and publishes it as a workbook