# Tableau

Connect with Tableau to

1\) find and document important workbooks

2\) see lineage from tables to workbooks or columns to visualizations

3\) get an overview of what is most used

## Connection Settings

Both Tableau Online or Tableau Server (2019.3 or later) are supported.

### Tableau Online

**Connection**

Hostname expects the url of the online instance. Site expects the site name.

![](/files/OmNoV2uwevMCf3rqrFBp)

**Authentication**

Generate a Personal Access Token with a user who is either "Site Admin Explorer" or "Site Admin Creator".

1. Open “My Account Settings“

<img src="/files/UqeJUw0ra90jThDmX38Q" alt="" data-size="original">

2\. Go to the section “Personal Access Tokens”

![](/files/LcFBHpB7q7WlfVZgzhN5)

3\. Create new token with name “**sled**”

![](/files/8bIVWTPR4d5aZgDCYyIX)

4\. Copy token secret to clipboard and save it. This token is valid for 1 year and will need to be refreshed.

Alternatively Username and Password can be used if no MFA is enabled.

### **Tableau Server**

For connecting from the Cloud with Tableau server, please coordinate with our customer success team <hi@sled.so>. A typical network setup uses OpenVPN or AWS PrivateLink.

Make sure the meta data API is enabled.

<https://help.tableau.com/current/api/metadata_api/en-us/docs/meta_api_start.html#enable-the-tableau-metadata-api-for-tableau-server>


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# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.sled.so/other-integrations/background_tasks.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
