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Overview

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:

  1. 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.
  2. Choose a nickname for your configuration. Choose something unique, since you may need to be able to tell multiple configurations apart in the future.
  3. Enter the email and password of your Tableau account.
  4. Enter the name of your site. This needs to be a single string, i.e., ‘alexandriassite’ for ‘Alexandria’s Site’.
  5. Click Next.

    Events

    • 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

    Actions

    • 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

      Input Fields

      • Datasource
        • ID (text): the id of the Data Source can be found when visiting the Data Source via the Tableau Online site. The id is contained inside the URL of the visited page, in the following format:
          • ”/datasources/{{id}}, where id is the unique id of the Data Source.

      Output Fields

      • File
        • File Content (File): the file content contained within the Data Source
        • Size (Number): the size of the file, represented numerically
    • 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