Tableau

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 - 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