How to access public and private visibility options in Tableau?

Category: OKRs

You can now access and manage the visibility of Tableau via the Public view and Access list. These options help you to restrict users from accessing connections while creating keyresults by integrating with tableau.

To learn how to set up Tableau integration using Username & Password, click here.

To learn how to set up Tableau integration using Access Token, click here.

In Profit.co you can establish visibility for Tableau connection via Two ways

  • Public list

  • Access List

Step 1

Set up tableau connection by following the steps, click here to know more. Here in the given link multiple connections are made, let’s see how to manage visibility options for multiple connections.

Let’s say that you have managed to establish two connections

Public visibility

Step 2

When your connection is in Public view, any user can integrate tableau with key results

.

In the Add a new key result → Using Form page, enable the integration toggle and click on the pencil icon.

Step 3

Now select the Connection Name from the list and establish the connection,

Now assign values to the remaining fields from the drop down and click Add button

.

Step 4

Now the key result is created and check-in has been made and you can see the value generated automatically.

Access List visibility

Step 1

When your connection is restricted to Access list view, only the selected user can integrate tableau with key results.Let’s say that the super user has given access to only the employees Addison Putra and Adlina Aufrani.

Step 2

In the Add a new key result → Using Form page, enable the integration toggle and click on the pencil icon.

For instance, Let’s say that Addison putra wants to establish tableau integration under the Connection Name Revenue. Since she is given visibility access, only she and Adlina can establish the connection for Revenue.

Once the details are updated in the fields, click Add.

Step 3

She can check-in the key result as usual.

Step 4

If any other users other than the selected users try to establish tableau connection under the name Revenue, they will not be able to do it. Here the user Angga Fauzan tries to integrate a key result with tableau, the Revenue connection will not be visible for him, he can find only the connection name progress as the visibility of it is s set as Public.

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