Only an admin can set up the Tableau integration.

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Connecting Tableau with Soal

Follow the three main steps to integrate Tableau with Soal:

  1. Enable Metadata API
  2. Create an Access Token
  3. Retrieve your host name, API version, and site name
  4. Connect Tableau to Soal

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Enable Metadata API (Tableau Server ONLY)

If you’re using Tableau Online, skip this step. For Tableau Server, have your administrator enable the metadata API. Detailed instructions can be found in the Tableau documentation under the section “Enable the Tableau Metadata API for Tableau Server”.

  • Open a command prompt as an admin on the initial node (where TSM is installed) in the cluster.
  • Run the command:
tsm maintenance metadata-services enable

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Create an Access Token

To generate a Tableau access token for Soal, follow these steps:

  1. Log into your Tableau account.
  2. Click on your avatar located at the top right, then select ‘My Account Settings’ from the dropdown menu.
  3. Scroll down to the ‘Personal Access Tokens’ section.
  4. Enter a name for the token and click ‘Create new token’. Remember to save the token name and secret for later use.

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Retrieve Host Name and API Version

  • Your host is the first segment of the URL in Tableau Online before the # symbol, formatted as https://<location>.online.tableau.com. Example: https://prod-useast-b.online.tableau.com/#/site/Soal/home.
  • Determine your API version using the table on this page.
  • The site name is located in the URL on Tableau Online, immediately following /#/site. Example: https://prod-useast-b.online.tableau.com/#/site/Soal/home.

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Connect Tableau to Soal

Once the Tableau access token is created, proceed to connect Tableau to Soal:

  1. In the Soal App, go to the Integrations tab and select ‘Add Integration’.
  2. Search for and select ‘Tableau’.
  3. Enter the Tableau credentials you created earlier.
  4. Click ‘Connect’.

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Troubleshooting

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Tableau Previews Not Working

Error: iframe is denied by “X-Frame-Options“ directive set to “SAMEORIGIN“. If hosting Tableau on-premise, disable clickjack defense. More details here. Execute the commands below:

tsm configuration set -k wgserver.clickjack_defense.enabled -v false
tsm pending-changes apply

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Authorization Failure

Re-generate an access token in Tableau and update it in your Tableau integration in Soal.

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PAT Expiration

If extractions are run every 15 days or more, extend your PAT expiry to avoid authorization failures. See here for more details.