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#Tableau APIs & Embedding토론 중인 항목 18개

When establishing the connection between Tableau and our Collibra DEV environment, As a Tableau administrator provided a User ID and token that successfully ingested both Tableau Worksheets and Tableau Data Attributes. 

Recently, we were issued a new User ID and token to configure the connection for our Collibra Dev & PROD environment. Following this change, Collibra is no longer able to fetch worksheets or data attributes. Any thoughts? 

 

#Tableau Cloud  #Tableau APIs & Embedding

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  1. 9월 30일 오후 11:05

     It looks like the token change may have affected the permissions or API access settings between Tableau and Collibra. Checking the user roles, connected app settings, and API access permissions on both sides could help identify the issue. Hope you find the cause soon. 

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답변 2개
  1. 9월 30일 오후 1:13

    @Vince Hunt

     

    Hi, install WMIC as described in: 

    https://help.salesforce.com/s/articleView?id=004867875&type=1

     

     

    https://techcommunity.microsoft.com/blog/windows-itpro-blog/how-to-install-wmic-feature-on-demand-on-windows-11/4189530

     

     

    If this post resolves the question, would you be so kind to "Accept this Answer"?. This will help other users find the same answer/resolution and help community keep track of answered questions. Thank you. 

     

    Regards, 

     

    Diego Martinez 

    Tableau Visionary and Tableau Ambassador 

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Not within the current TACO connector.

Your connector’s TypeScript code runs only after Tableau EPS launches the connector window. The WMIC failure occurs inside Tableau EPS before index.ts, MyFetcher.ts, or MyParser.ts runs.

Using PowerShell/WMI would require Tableau to update EPS itself. You cannot replace that behavior through:

  • connector.json
  • index.ts
  • the fetcher
  • the parser
  • JavaScript inside the .taco file

Microsoft’s recommended migration applies to software whose source code you control. Tableau would need to change its EPS implementation to use PowerShell or WMI APIs. support.microsoft.com

For now, the practical choices are:

  1. Use Microsoft’s temporary WMIC package.
  2. Install a Tableau version whose EPS supports the WMIC removal.
  3. Run Tableau on an older Windows environment where WMIC exists.

#Tableau APIs & Embedding

답변 1개
  1. 9월 30일 오후 1:13

    @Vince Hunt

     

    Hi, you may create an idea on: 

    You may create an idea for this on the Salesforce Idea Exchange:

    https://ideas.salesforce.com/s/post

      

     

    Also, you may raise a support case: 

    https://help.salesforce.com/s/cases

     

    https://help.salesforce.com/s/articleView?id=001537695&type=1

     

     

    If this post resolves the question, would you be so kind to "Accept this Answer"?. This will help other users find the same answer/resolution and help community keep track of answered questions. Thank you. 

     

    Regards, 

     

    Diego Martinez 

    Tableau Visionary and Tableau Ambassador 

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Hi everyone

I was exploring how to use Tableau for HR and payroll analytics, especially for UAE-based businesses.

I came across a UAE gratuity computation API that calculates end-of-service benefits based on salary and years of service.

Now I’m curious has anyone here tried connecting such external APIs (like HR or financial calculators) directly into Tableau dashboards?

I’m thinking about using it for visualizing total gratuity liability per department or employee group, but I’m not sure what’s the best way Web Data Connector or Tableau Prep script?

Would love to know how others here have handled API-based data visualization in Tableau .

답변 5개
  1. 9월 15일 오전 11:23

    I’ve worked with similar API-based data flows, and I’d probably use Tableau Prep to pull and clean the API data before bringing it into Tableau. That way, you can refresh the gratuity calculations regularly and build dashboards around departments, employee groups, or overall liability without making the workbook too complicated.

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Wascar Perez 님이 #Snowflake에 질문했습니다

Environment: Tableau Cloud, REST API 3.29, tableauserverclient (Python), Snowflake connection with authentication='oauth', oauth-config-id='default', server-oauth='server-custom'. 

 

ISSUE 

 

We publish workbooks via REST API/PAT in a CI/CD pipeline. We're trying to reproduce a connection state that Tableau Desktop can produce, but the REST API can't. 

 

Desktop-published state (Data Sources tab shows "Not embedded in connection"): 

auth_type='oauth' username='<user>' embed_password=False 

 

Our pipeline's state (REST API publish): 

auth_type='oauth' username='' embed_password=False 

 

The Desktop state results in viewers being prompted for their own credentials. Ours results in every viewer getting BadOAuthCredentials, since there's no username hint at all. 

 

WHAT WE TRIED 

 

Using Server.workbooks.update_connection() (PUT /workbooks/{id}/connections/{connectionId}), we tested every combination: 

 

1. embed_password=True + username -> credential embeds, all viewers connect silently as that one identity (no prompt). 

2. embed_password=False + blank username -> every viewer gets BadOAuthCredentials. 

3. embed_password=False + non-empty username (trying to match Desktop) -> the server silently discards the username; a follow-up GET always returns username=''. No error is returned, it just reverts. 

4. Re-embedding (embed_password=True) via update_connection without supplying a password fails outright with 404020: Resource Not Found ... This may be due to incorrect or missing credentials. There's no way to flip an OAuth connection back to embedded through this endpoint without a real credential, and OAuth connections have no password-style credential the API can supply. 

 

We confirmed #3 fails identically whether attempted via connections=[ConnectionCredentials(...)] at publish time, or via a separate post-publish update_connection call. Same result both ways. 

 

QUESTIONS 

 

1. Is there any documented REST API mechanism (any endpoint, any API version) to set an OAuth connection to embedPassword=false while preserving a non-empty userName hint, matching what Desktop produces? 

2. Is that "not embedded + username hint" state inherently tied to an interactive/vizportal-authenticated session (i.e. genuinely unreachable via PAT/REST), or is there an undocumented parameter/flow we're missing? 

3. Is per-viewer OAuth prompting for a Snowflake connection with oauth-config-id='default' expected to work at all when the workbook was published via REST API/PAT, or is this a Desktop-only capability? 

 

Happy to share full request/response payloads if that helps with diagnosis. 

 

#OAuth  #Tableau APIs & Embedding

 

#Tableau Cloud  #Tableau Server

 

 

#Snowflake

답변 1개
  1. 9월 14일 오후 7:44

    Hi @Wascar Perez

     

    thanks for sharing the details with the community. 

    What I would try if I were in your shoes: set embed_password=True with your REST API pipeline as usual, then try to unset the embedded password with the VizPortal API. It is undocumented and unofficial, but you just need to trace your browser traffic with dev tools when using the Server UI then google the VizPortal API info a bit to see how to authenticate against it and you will figure it easily if you are a developer. 

    I checked on my sandbox. It is this endpoint:

    Hi thanks for sharing the details with the community.

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Hi All,

I am planning to create a chatbot kind of thing for tableau using rest api's and NLP to integrate into chatbot to answer end users questions to get some insights out of the data.

답변 2개
  1. 2025년 7월 8일 오후 1:53

    @raju Prasad​ 

    Hi, maybe you can take a look of:

    https://www.youtube.com/watch?v=2sPJfxeoJ90

    https://github.com/TheInformationLab/tableau_langchain_starter_kit

    https://python.langchain.com/docs/integrations/tools/tableau/

     

    If this post resolves the question, would you be so kind to "Select as Best"?. This will help other users find the same answer/resolution and help community keep track of answered questions. Thank you.

     

    Regards,

     

    Diego Martinez

    Tableau Visionary and Forums Ambassador

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Tony Long (FLSC Owner) 님이 #Salesforce Developer에 질문했습니다

Hello Salesforce Developer Community,

We are optimizing background listener stability and webhook handling when syncing lead payloads into Salesforce CRM endpoints.

Technical Setup:

  • Our integration layer at Frontline Sales Consultancy (flsc.co.uk) triggers automated sales notifications and syncs inbound lead pipelines via Salesforce REST Webhooks.
  • Listener sockets are configured using TLS 1.3 encryption over secure HTTPS.

The Issue:

  1. Under high concurrent transaction spikes, external POST webhook listeners occasionally hit HTTP 504 gateway timeout thresholds before acknowledging payload completion.
  2. Direct REST API calls to the org endpoints resolve normally under 150ms.
  3. Are there recommended Apex asynchronous queueable job patterns or buffer queue settings to optimize inbound payload ingestion without dropping connection sockets?

Any advice on managing high-volume asynchronous API triggers would be appreciated!

Thanks!  

 

#Salesforce Developer  #Tableau APIs & Embedding  #Integration

답변 1개
  1. 8월 26일 오후 5:03

    Hey Tony, 

     

    The core fix here is architectural: your Apex REST endpoint should do almost nothing synchronously. Right now, if your handler is doing lead validation, dedup logic, or DML inline before returning a response, that's what's blowing past the 504 threshold under load, real business logic execution easily drifts past 2-3 seconds, which the gateway treats as a dropped connection. 

     

    Recommended pattern: 

    1. Inbound Apex REST method only: validates the payload/signature, publishes a Platform Event with the raw data, and returns HTTP 200 immediately. Nothing else happens in that thread. 

    2. A separate Platform Event trigger picks up the event asynchronously, does your actual business validation, then enqueues a Queueable job (implementing Queueable, Database.AllowsCallouts if you need outbound calls) to do the real processing/DML. 

    3. Cap callouts below Salesforce's 100-per-transaction limit, chain overflow records to a new Queueable automatically rather than dropping them. 

    4. If Apex's async queue itself hits a capacity rejection under heavy concurrent load, catch that exception and fall back to a Scheduled job (e.g., retry in ~20 seconds) so nothing gets silently dropped. 

     

    This decouples network response time from your actual processing time entirely, so gateway timeouts stop being a factor regardless of how complex the downstream logic is. Your observation that direct REST calls resolve under 150ms but webhooks spike under concurrency confirms it's specifically the synchronous processing inside the handler causing the bottleneck, not the API layer itself. 

     

    Also worth adding: idempotency (dedupe on a unique payload ID) since Platform Events and async retries can occasionally redeliver, and Named Credentials for any outbound calls so secrets stay out of code.

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답변 5개
  1. 8월 25일 오전 9:51

    Hi Raju, 

      

     Recently we have built a Tableau Dashboard Extension that adds a chat panel right inside the dashboard — so instead of eyeballing charts, users can just ask questions in plain English ("what drove the drop in Q2 expenses?", "compare loan fees to expense spend") and get grounded, numeric answers. 

    How it works: 

    • One lightweight local/hosted backend serves multiple dashboards at once — the model automatically figures out which dataset(s) a question is about, and can even blend two datasets in one answer.
    • Every answer is computed by the LLM writing read-only SQL against a real snapshot database (using Tableau's own Hyper engine) — not hallucinated numbers, not a live query against the workbook. This keeps answers fast, accurate, and safe even on 10M+ row extracts.
    • Each dataset ships with auto-generated reference docs (a description + data glossary) so the model understands field meanings, grain, and caveats before answering.
    • An admin flow can onboard a brand-new Tableau Cloud workbook automatically: pull it via the REST API, extract the embedded data, and have the LLM draft the descriptive docs itself.
    • Row-level-security workbooks are auto-detected and blocked from onboarding unless explicitly overridden, so a shared snapshot never leaks restricted rows.

    Please upvote this response if this will be helpful to you. 

     

    Regards 

    Rajneesh

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I have roughly 120 data sources that use a connector to link directly to my data warehouse. I'm changing the password for the user that is used with this connector, but I'm trying to find an alternative to opening each data source in the Tableau Cloud IT, update the password, and republish. Is there any way to do this with the Tableau REST API? If so, how? 

 

#Tableau APIs & Embedding

답변 5개
  1. 8월 5일 오전 11:05

    Hi @Nate Laning Yes, but not by directly updating the embedded password through the Tableau REST API. The recommended approach is to use the Update Data Source Connection REST API endpoint to update the connection credentials for each published data source. You can automate this by writing a script that authenticates to Tableau Cloud, retrieves the list of data sources, and updates the username and password for each connection. If all data sources use the same credentials, this is much faster than manually republishing every data source.

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