Tableau Setup Guide Lite link

Updated November 16, 2023

Follow our setup guide to connect Tableau to Fivetran.

Prerequisiteslink

To connect Tableau to Fivetran, you need a Tableau Cloud account with Site Administrator role.

Log in to your Tableau Cloud account.
Go to the Settings page.
In the Personal Access Tokens (PAT) section, select the Enable personal access tokens option.
Depending on your access requirements, do one of the following:
- To enable all users to create PATs, select the All users on this site option.
- To limit the access of creating new PATs only to the users that are members of a group, select the Only users in a specified group option and then select a group from the drop-down menu.
Specify the Set expiration period. You can select one of the following options:
- Select the default option - 180 days.
- In the Custom days field, specify a custom value.
Click Save.
Make a note of the PAT name and PAT secret. You will need them to configure Fivetran.

Find the server address and site name in your Tableau Cloud account URI and make a note of them. For example, if your URI is https://abcd.online.tableau.com/#/yoursite/home, your server address is https://abcd.online.tableau.com and site name is yoursite.
Make a note of the server address and site name. You will need them to configure Fivetran.

In the connector setup form, enter the Destination schema name of your choice.
Enter the PAT name and PAT secret you created in Step 1.
Enter the Subdomain of the server address you found in Step 2. For example, if the full address is https://abcd.online.tableau.com/#/siteyoursite/home, you would enter abcd.
Enter the Site Name you found in Step 2.
Click Save & Test. Fivetran will take it from here and sync your Tableau data.