Integrate Tableau
Integrate with Tableau to provide easy access to projects, workbooks, and views without requiring extra logins.
Note
We provide two Tableau integration templates for your use. We recommend using the newer HTTP integration for most use-cases as it provides more power to configure the cached data structure. For full details of the microapps available in each integration, see Use Tableau microapps.
These instructions describe how to set up the new HTTP template integration. If you need information about the legacy template, see Add the legacy integration.
Review prerequisites
After you set up this integration in Tableau, you will need these artifacts to add the integration in Citrix Workspace Microapps:
-
Base URL: The base URL takes this form:
https://{tenantID}.online.tableau.com/ - Username: The Tableau user name of the site admin.
- Password: The password for the site admin.
-
Site: In Tableau a collection of users, groups, and content. The Site ID is found in the URL after logging in to Tableau Online:
https://{tenantID}.online.tableau.com/#/site/{siteID}/home - Configure Tableau Server to recognize and trust requests by whitelisting its IP address.
- Only https connections are supported. Make sure the SSL certificate is trusted.
- Configure Citrix Gateway to support single sign-on for Tableau so that once users log in they are automatically logged in again without having to enter their credentials a second time. Follow the instructions in Tableau Single Sign-on Configuration. For more information about configuring SSO, see Citrix Gateway Service.
Set up the Tableau integration
-
Log in to Tableau with an admin account.
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Enter connection information:
- Name
- URL
- Username
- Password
- Site
Note:
If you leave the Site field empty, you are connected to the “Default” Tableau Site. To find the names of the different Sites available in your Tableau instance, select the menu in the Tableau top navigation bar.
Add the integration to Microapps
Add the Tableau integration template to Citrix Workspace Microapps to connect to your application. This delivers out-of-the-box microapps with pre-configured notifications and actions which are ready to use within your Workspace.
The authentication options are preselected. Ensure that these options are selected as you complete the process. We recommend using this newer HTTP integration for most use-cases. The HTTP integration provides more power to configure the cached data structure.
Follow these steps:
- From the Microapp Integrations page, select Add New Integration, and Add a new integration from Citrix-provided templates.
- Choose the Tableau tile from the Integrations category of the catalog.
- Enter an Integration name for the integration.
- Enter Connector parameters.
- Enter the instance Base URL. The base URL takes this form:
https://{tenantID}.online.tableau.com/ - Select an Icon for the integration from the Icon Library, or leave this as the default Workday icon.
- Enter the instance Base URL. The base URL takes this form:
- Enter your Username.
- Enter your Password.
- Enter your Site.
- Leave Service authentication and Service action authentication disabled. They are not used for this integration.
- (Optional) If you want to activate rate limiting for this integration, enable the Request rate limiting toggle and set the Number of requests per Time interval.
- (Optional) Enable Logging toggle to keep 24 hours of logging for support purposes.
- The value 120 is prefilled in the Request timeout field.
-
Select Save to proceed.
You are now ready to set and run your first data synchronization. For complete information about synchronization rules, see Synchronize data.
For more details of API endpoints and table entities, see Tableau connector specifications.
Add the legacy integration
Add the Tableau integration to Citrix Workspace Microapps to connect to your application. This delivers out-of-the-box microapps with pre-configured notifications and actions which are ready to use within your Workspace.
After you set up this integration in Tableau, you will need these artifacts to add the integration in Citrix Workspace Microapps:
- URL
- Username
- Password
-
Site
- Configure Tableau Server to recognize and trust requests by whitelisting its IP address.
- Only https connections are supported. Make sure the SSL certificate is trusted
- Configure Citrix Gateway to support single sign-on for Tableau so that once users log in they are automatically logged in again without having to enter their credentials a second time. Follow the instructions in Tableau Single Sign-on Configuration. For more information about configuring SSO, see Citrix Gateway Service.
Follow these steps:
-
From the overview page, select Get Started.
The microapp Integrations page opens.
- Select Add New Integration, and Add a new integration from Citrix-provided templates.
- Choose the Tableau tile.
-
Enter a name for the integration.
- Enter the Connector parameters that you collected in the previous procedures.
- Enter your URL.
- Enter your Username and Password.
- Enter your Tableau Site location.
- Select Add.
The Microapp Integrations page opens with your added integration and its microapps. From here you can add another integration, continue setting up your out-of-the-box microapps, or create a new microapp for this integration.
You are now ready to set and run your first data synchronization. As a large quantity of data can be pulled from your integrated application to the Microapps platform, we recommend you use the Table page to filter entities for your first data synchronization to speed up synchronization. For more information, see Verify needed entities. For complete information about synchronization rules, synchronization that does not meet its schedule and veto rules, see Synchronize data.
For more details of API endpoints and table entities, see Tableau connector specifications.
Use Tableau microapps
Existing application integrations come with out-of-the-box microapps. Start with these microapps and customize them for your needs.
Our Tableau integration comes with the following preconfigured template microapp:
Reports: View details of Tableau reports.
| Notification or Page | Use-case workflows |
|---|---|
| New Report Created notification | When a new report is created, users receive a notification. |
| Report Updated notification | When a report is updated, users receive a notification. |
| View Detail page | Provides a read only view of report details. |
| Views page | Provides a list of report views with a link to view details. |