Tableau Cloud

This page will guide you through the setup of Tableau Cloud in K using the direct connect method.

Integration details

Step 1) Create KADA PAT token

• This step is performed by a Tableau Cloud Admin. The Admin must have Site Administrator Creator role.

• Log into your Tableau cloud instance

• Go to My Account settings
  
  

Open

• Go to Personal Access Token

• Create a Token

  • Give the Token a name such as “KADA”

  • Click Create new token
    
    

    Open

    

     

  • Copy the Token name and token value for use later on

• Go to Language and Region

  • Set Language to English United Kingdom. Click Save changes

Step 2) Setup KADA metadata workbook

• In Tableau Cloud portal, go to Explore tab in the sidebar

• Create a project called KADA. This will be used to store the KADA workbook which holds the metadata for extraction.

• Go to the Admin Insights project

• Open and edit the Admin Insights Starter Workbook. Make a copy of this workbook called KADA and publish it to the KADA project (created in the step above)
  
  

   

Step 3) Editing the KADA metadata workbook and sheets

• Open the KADA workbook that was created in Step 2. We will create 2 sheets to store metrics to extract.
  
  

   

• Create a new sheet in the workbook called kada_ts_events

• Add the following fields to the kada_ts_events sheet’s Rows

  • Event Date.

    • Right click and set the event date to exact date. Set the event date to discrete (instead of continuous which is the default setting).

  • Event Name

  • User Name

  • Item Id

  • Item Type
    
    It should look like this screenshot. There should be a date per row. No rows should be aggregated.
    
    

• Create another new sheet in the workbook called kada_site_content

• Add the following fields to the kada_site_content sheet’s Rows

  • Item Id

  • Item Type

  • Item LUID
    
    It should look like this screenshot

• Publish the workbook

Step 4) Setup the source in K

• Log into K

• Select Platform Settings in the side bar

• In the pop-out side panel, under Integrations click on Sources

• Click Add Source and select Tableau Cloud

• Select Direct Connect

• Fill in the Source Settings and click Save & Next

  • Name: Give the Tableau Cloud source a name in K

    • e.g. Acme Inc Tableau cloud

  • Host: Use your Tableau Cloud base URL

    • e.g. prod-apsoutheast-a.online.tableau.com

  • Sites: This is the site name which you can find in the URL when you log into Tableau cloud

    • e.g. https://prod-apsoutheast-a.online.tableau.com/#/site/<customer_name>/home

  • KADA Workbook Site Content View Name: The name of the Site Content sheet you added in Step 3.

    • Change this value only if you have used a different name (including case).

  • KADA Workbook TS Events View Name: The name of the Event sheet you added in Step 3.

    • Change this value only if you have used a different name (including case).

• Enter your API and Token details and click Save

  • API URL: Use your Tableau Cloud base URL

    • e.g. https://prod-apsoutheast-a.online.tableau.com/

  • Token name: Add the name of the PAT token you created in Step 1

  • Key or Token: Add the token value of the PAT token you created in Step 1.

• Check the connection by clicking Test connection

• Click Save & Finish

Step 5) Manually run an ad hoc load to test

• Next to your new Source, click on the Run manual load icon

• Confirm how your want the source to be loaded

• After the source load is triggered, a pop up bar will appear taking you to the Monitor tab in the Batch Manager page. This is the usual page you visit to view the progress of source loads