Tableau

Pre-requisites

Revefi supports integrating with Tableau Cloud and Tableau Server.

Tableau Cloud

No additional pre-requisites are needed beyond the connection method described below.

Tableau Server

• Tableau Server 2019.3 or later.
• Tableau REST API must not be disabled.
• The Metadata API must be enabled. See Enable the Tableau Metadata API for Tableau Server below.
• Authentication token to programmatically access the Metadata API through the GraphQL endpoint. The Metadata API uses the same authentication process and token as the Tableau REST API.
• If your Tableau Server uses a self-signed or internal CA certificate, you can provide the CA certificate so that Revefi connects securely over HTTPS.

Enable the Tableau Metadata API for Tableau Server

The Metadata API is installed with Tableau Server but disabled by default. A server admin must enable it using the tsm maintenance metadata-services enable command through the Tableau Services Manager (TSM) CLI. For more information, see tsm maintenance in the Tableau Server Help.

1. Open a command prompt as an admin on the initial node (where TSM is installed) in the cluster.
2. Run the command:

   tsm maintenance metadata-services enable

Decide method of connecting your Tableau

There are 2 methods of connecting your Tableau account to Revefi:

• Using Personal Access Token (Recommended): For details on how to create your token, refer Tableau documentation.
• Using your Tableau Username and Password: This method will not work if you have enabled 2FA in your Tableau account

Connect Tableau to Revefi

Enter the Tableau credentials based on the method chosen above in the connection box on the Connections page in app.revefi.com