How to integrate with Tableau using username and password and create key results?

Category: General

You can integrate your account with Tableau and create key results via the below steps. You can also integrate your account with tableau via  access token.

Note: Only the superusers can integrate account with Tableau and create key results.

Step 1

Login to your Tableau Online account using your Email and id password.

Step 2

You will be directed to the home page, now copy the URL of the home page.

Step 3

Now navigate to Settings → Integrations→ Connectors from the left navigation panel.

Step 4

In the Integrations page, click on the Manage button of the Tableau connector.

Step 5

Now click on the Connect to Tableau button.

Step 6

In the connect to Tableau page, provide information for Connection Name, under Tableau site URL copy and paste the home page URL of your tableau account.

Now select Connection type → Username & Password.

Give your Username & Password the same as that of your Tableau login username and password.

Step 7

Now the account is successfully integrated with the Tableau account.

Step 8

Now click on Create Key result → Using step-by-step guide.

Step 9

Note: while creating key results using an integrated connector, you can use only Increase, Decrease and Control KPI.

Now create the key result in the usual way, here Increase KPI is selected.

In the third step, enable the Auto Update toggle, choose connections and Tableau, and give a value.

Step 10

Once you click on the Tableau integration, you will be directed to the Connect to Tableau page, where the Connection Name will be automatically populated, under Workbook select Superstore, and then provide information for other sections based on your need.

Once you choose your Aggregate type, the current value of your KPI will be automatically updated. Now click Update.

Step 11

Now the value of your increase KPI will be updated here.

Step 12

As the value of the Increase KPI is 70,491, give the to value as 100,000, click on the Next button.

Step 13

Now the key result will be created.

Step 14

Now click on the check-in toggle, the value will be mentioned, click on the Check-in button.

Step 15

Check-in the key result and click Update.

Step 16

The key result will be updated. If you want you can change the status of the key result.

Click here to watch the video tutorial of this post.

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