Tableau

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With Coefficient's Tableau connector, you can seamlessly connect and integrate your Tableau data into Google Sheets /Excel. This feature enables you to import data directly from your Tableau dashboards and worksheets allowing you to create informative and visually engaging dashboards. 📈

Connecting to Tableau

Importing from Tableau

Import from a Worksheet URL

Import from Recent Worksheets

Schedule your Import, Snapshots, and Add Automations

FAQs for Tableau Integration

Connecting to Tableau

When you begin a Tableau import for the first time, you will need to enter a few pieces of information from your Tableau site and log in to your account. You will need the Instance URL AND the Site Name.

1. Open the Coefficient Sidebar and click Menu.

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2. Select “Connected Sources”.

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3. Select “Add Connection” at the bottom and then “Connect” to Tableau.

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4. Enter the Instance URL and the Site Name.

ℹ️ NOTE: You may leave the Site Name blank if it isn’t available on your Tableau homepage or worksheet URL.

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ℹ️ HELPFUL NOTES:

The Instance URL follows this basic pattern:
https://<servername>/#/views/<workbook>/<sheet>

 

If you have a multi-site Tableau environment, your URL will look something like this:
https://<servername>/#/site/<sitename>/<views>/<workbook>/<sheet>

 

See Information in Tableau Instance URL to learn more!

 

ℹ️ NOTE: Coefficient integrates with Tableau Cloud and Tableau Server (self hosted). There are some additional requirements/steps to connect to Tableau server - please see the FAQ (here). 
5. You will then need to enter your credentials for the Name and Secret - When you create your Tableau Personal Access Token (PAT).

Personal Access Token:

Tableau Cloud enforces MFA (Multi-Factor Authentication) for their users; you will need to create and provide a token from your Tableau Account Settings page to create a connection with Coefficient+Tableau.

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Importing from Tableau

Import from a Worksheet URL

1. From the Sidebar select “Import from…”.

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2. Select “Tableau” from the list.

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3. Select "From Worksheet URL ".

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4. Enter your Dashboard/Worksheet URL, then hit “Next”.

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5. A new window will open that resembles your Dashboard/Worksheet in Tableau. From here you can adjust the filters, then “Import”.

ℹ️ NOTE: When importing from a Dashboard, you can select which worksheet you want to import from using the dropdown provided. The “Default” option is the default worksheet chosen by your Tableau dashboard.image (78).png

6. Congratulations on your first successful import from Tableau. 🎉 image (79).png

Import from Recent Worksheets

1. From the Sidebar, select “Import from…”.

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2. Select “Tableau” from the list.

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3. Select "From Recent Worksheets".

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4. Select your desired worksheet from the recent list, then hit “Next”.

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5. A new window will open that resembles your Dashboard/Worksheet in Tableau. From here you can adjust the filters, then “Import”.Screenshot 2023-10-30 at 9.02.20 PM.png

6. Congratulations on your first import from your Recent Worksheets with Tableau. 😎 Screenshot 2023-10-27 at 10.53.11 PM.png

Schedule your Import, Snapshots, and Add Automations

Once you have pulled your data into your spreadsheet using Coefficient, you can set up the following:

1. Schedule your ImportScheduled_Refreshes.png

2. Turn on SnapshotsSnapshot.png

 

3. Set Up Automations

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FAQs for Tableau Integration

How do I generate a personal access token (PAT) for access to Tableau?

Users must create their own personal access tokens. Administrators cannot create tokens on behalf of a user.

  1. At the top of your Tableau page, click your profile image or initials, and then select My Account Settings.
  2. Under Personal Access Tokens, enter a descriptive name for your token in the Token Name field, and then click Create new token. (Coefficient is a great descriptive name to use - that way, you know what it is for, and you don't accidentally delete it)
  3. A pop-up window will appear with your Descriptive Name and Token Name. Copy each value and paste it into the designated fields in the Coefficient sidebar.
  4. You may also want to copy this to a clipboard and paste it into a secure location.

Previously, I set up my connection with Tableau and Coefficient using my Username and Password. They are no longer working with Coefficient. What can I do?

Tableau Cloud is now enforcing MFA for all its users. This change will affect all the imports created using connections created using a Username and Password. You must update your connection with Tableau to maintain your existing imports/create new imports. (Click here for more information from Tableau). 

You will need to create a PAT (Personal Access Token) and use that to update/create a new data connection between Tableau and Coefficient. 

Once your PAT is created, you will need to follow these steps to update your Coefficient connection:

  1. Launch Coefficient in Google Sheets/Excel.
  2. Click on the Menu (triple-stack icon in the top right corner).
  3. Select Connected Sources from the list. 
  4. Scroll down and locate your Tableau connection. 
  5. Hover over "Tableau" and click the 3-vertical dots that appear to Manage the Connection. 
  6. Update your Authentication Method. Enter the Name and Secret provided when you created your PAT. 
  7. Save. 

ℹ️ NOTE: For information on how to create a PAT for Tableau, click here. 

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My team uses Tableau Server (Self-Hosted) and would like to use Coefficient. Are there any requirements or unique steps to connect?

Coefficient's Tableau integration supports connecting to a self-hosted Tableau Server. For Coefficient to connect to your Tableau Server instance, please ensure that:

  1. Your Tableau Server version is up-to-date (>=2019.4)
  2. Your Tableau Server's REST API endpoints are externally accessible (on a public hostname and IP address). You can verify this by going to this URL in a web browser: https://<YOUR_TABLEAU_SERVER_BASE_URL>/api/3.6/serverinfo. (Click here for details on the expected response XML)
  3. Your Tableau Server has the Metadata API enabled (click here for more information)
  4. Connecting to your Tableau Server does not require a VPN
  5. If you have a network firewall sitting in front of your Tableau Server - your firewall is configured to allow connections from all (3) Coefficient's IP Addresses: 34.217.184.131, 44.234.233.60,52.32.132.51

If you have confirmed steps #1-5 and are still having trouble connecting, please contact support (support@coefficient.io) for further assistance. 

What kind of filters are supported?

Coefficient supports single-valued lists and multi-valued-list filters. Relative (current month, current quarter, current year, etc.) dates, range dates, sliders, and parameters are not supported as filtering options with Coefficient. You can use separate dropdown filters for the month, day, and year values when creating date filters for your dashboard/worksheet.

Can I import a Dashboard from Tableau?

Yes, when importing from a Tableau dashboard, you are given a drop-down option to select which worksheet you want to import into your Google Sheet/Excel.

Do you support custom views when importing a dashboard/worksheet?

Custom views are not currently supported with our Tableau integration, you will receive a warning (see the attached screenshot) and we will revert to the default view when you paste a URL from a custom view.

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I am trying to import data from a Tableau worksheet but there are some missing rows on my sheet, what seems to be the issue?

There could be a couple of reasons this may be happening. One of the common reasons is that you selected rows in your worksheet (or highlighted them) before publishing/saving them in Tableau. Ensure no rows are highlighted in your Tableau worksheet, and try your import again. If the issue persists, please reach out to Support (support@coefficient.io)

I am trying to import from my Tableau worksheet however, I am getting an error saying “Uh-oh. Something went wrong”, how can I fix this?

When importing from Tableau, there are a few things that you need to check.

  1. Confirm that the view is published in Tableau. Then try the import again.

  2. Use your own Personal Access Token (PAT) to connect to your Tableau data source. Follow these steps to create your own PAT. (PATs should not be re-used or shared across users)

  3. Confirm all data sources in your Tableau workbook are set to use "embedded credentials" (see the attached screenshot below).

    Steps:

    1. Go to the "Data Sources" tab when you open your Tableau workbook.
    2. Click the "Actions" button with three vertical dots and select "Edit Connection".
    3. Set your workbook to use embedded credentials (username and password).
    4. Create a new Coefficient import with this updated view.image (81).png

I get an "Invalid link" error when uploading a worksheet URL. How do I fix this?

1. Verify that your URL format matches the screenshot. If you've confirmed the correct format and are still encountering this error, please check if your Tableau View is published correctly by following the steps below.

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2. In (Tableau UI) Edit mode, left-click on the worksheet tab at the bottom part of the dashboard. Click on "Publish" at the bottom, and then hit the "Publish" button at the top to save the changes.

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3. To confirm that the worksheet is published, left-click on the sheet tab again and confirm there is a tick mark right next to “Publish.”

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When I attempt to create or edit a Tableau import, I encounter the following error message:

"<my-domain>.okta.com refused to connect." What do I do?

Coefficient’s Tableau integration uses Tableau’s official JavaScript API, which in turn relies on browser iframes to embed Tableau views. If your Tableau instance is configured to use SSO for authentication (via an IdP such as Okta, OneLogin, or Azure AD), you might see the above error message when you try to create or edit a Tableau import within Coefficient.

To resolve this issue, your IT administrator would need to configure your IdP to allow iframe embedding for the Coefficient extension.

Example: If your organization uses Okta, your IT Admin will need to follow the steps in this Okta Documentation. You will need to enable iframe embedding for the following frame ancestor origins;

For the Coefficient Google Sheets extension:
https://app.coefficient.io (Coefficient web application)
https://docs.google.com (Google Sheets)
https://n-cnblsfpekvfqaf7ntm3hymrujt5gvfois5czpeq-0lu-script.googleusercontent.com (Coefficient Google Sheets extension)
For the Coefficient Add-in for Microsoft Excel:
https://app.coefficient.io (Coefficient web application)
https://excel.officeapps.live.com (Excel 365)
https://<your-sharepoint-site-name>.sharepoint.com (your organization’s SharePoint site)
ℹ️ NOTE: this origin should match the prefix of the URL in your browser’s address bar when you have Excel open in your browser

Can I import data from Tableau into my Excel worksheet?

Due to Tableau's API limitations, Coefficient supports importing data from Tableau into Excel's Web Version but not into Excel Desktop. If you are interested in this feature, please contact our support team (support@coefficient.io), and we’ll be happy to log a feature request for you.

 

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