Overview

Tableau is the BI + analytics platform from Salesforce. The Automize Tableau connector covers workbooks, views, data sources, users, sites, jobs.

Regions: Tableau Cloud (multi-region) or Tableau Server (self-hosted).
Plans: Per-user enterprise.

Setting up the connection

Auth type: Bearer Token.

Tableau → My Account → Personal Access Tokens → Create.
In Automize → Settings → Connectors → Tableau. Paste token name + secret + server URL + site.

Find your credentials at https://help.tableau.com/current/server/en-us/security_auth_pat.htm.

Rate limits

Per-site.

Data model

BI primitives:

    Site ─┬─ Projects (folders)
          ├─ Workbooks ─── Views (sheets)
          ├─ Data Sources
          ├─ Users + Groups
          └─ Jobs (extract refreshes)

Available operations

8 operations available. Click any row to jump to its detail.

Operation	Category	What it does
Get Workbook	General	Get workbook details
List Data Sources	General	List data sources
List Jobs	General	List background jobs
List Sites	General	List all sites on the server
List Users	General	List users on a site
List Views	General	List all views on a site
List Workbooks	General	List all workbooks on a site
Refresh Data Source	General	Trigger a data source refresh

Operations

Get Workbook

Get workbook details

Parameter	Required	Type	Description
Site Id `site_id`	Yes	text
Workbook Id `workbook_id`	Yes	text

List Data Sources

List data sources

Parameter	Required	Type	Description
Site Id `site_id`	Yes	text

List Jobs

List background jobs

Parameter	Required	Type	Description
Site Id `site_id`	Yes	text

Tips

Background jobs (refreshes, encrypts).

List Sites

List all sites on the server

No input parameters.

List Users

List users on a site

Parameter	Required	Type	Description
Site Id `site_id`	Yes	text

List Views

List all views on a site

Parameter	Required	Type	Description
Site Id `site_id`	Yes	text

List Workbooks

List all workbooks on a site

Parameter	Required	Type	Description
Site Id `site_id`	Yes	text