Tableau
Only a Tableau Admin can complete the following steps. If you are not an Admin you can invite the appropriate person to your Rollstack organization to complete the configuration.
We support Tableau Version 2022.3 and above.
If you use Tableau with Single Sign-On (SSO), you should enable iframe embedding in your SSO connection. The below mentionned steps describe how you can enable this option. Otherwise you can skip this section.
In your tableau homepage, go to Settings then click on the Authentication tab
Then open the authentication configuration.
Then scroll down to the section titled Choose default for embedded views and select the option Authenticate using an inline frame (Frame)
Tableau's connected apps enable seamless and secure authentication between your Tableau instance and third-party applications.
In your Tableau homepage, go to Settings
Click the Connected Apps tab, then New Connected App. Finally, select Direct Trust
Choose a Name, set Access level to All projects and set Domain allowlist to All domains
Copy these 3 values: Secret ID, Secret Value and Client ID
Head back to Rollstack:
Head back to Rollstack:
Open the Data sources page
Click on Add data source
Select Tableau
If you are an admin, click Yes then follow the detailed instructions
Once you have set up the data source, you can now configure the user-specific credentials
Open the Data Sources page
in the data sources table, click on User management next to your data source
You can now add credentials for other users within your organization or modify existing ones.
The Status column will show you if access is active for a particular user.
- Active status means the credentials are working. The user can start using this data source in their Rollstack account.
- Inactive status means the wrong username is being used for this user. The Admin will need to update the username of this specific user.
