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#Tableau APIs & Embedding21 discussing

Hi, 

When i am developing the Tableau App or Get the data form Different Data Base firttime i connect and enter our credentials  and after that we save the application in my local System or Server System. But when i am opening or any chnage required in our dashboard Tableau need credential every time . It is not good or not manageble. Please give the permanent soultion because of In Qlik Sense ,Power BI they no need to many times input they enter first time and save in its repository. 

 

 

 

#Tableau APIs & Embedding

3 answers
  1. Jul 16, 6:11 PM

    Apart from what Diego Detailed,  Tableau Desktop can also save credentials in many scenarios. For supported database connectors, selecting "Embed Password" (or "Save Password") allows the workbook to reconnect without prompting every time. 

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Hi , 

I have a SAP Access and when i am start sap pass the Tcode of REport and pass the some parameter like Unit,Month and Type of Employee report show the Monthly Attendence or other required data. Can It is possible to Fetch the Tcode or Pass the PRogram Name and give the entire result into Table. 

 

#Tableau APIs & Embedding

1 answer
  1. Jul 16, 12:59 PM

    Hi @Mukesh Mathur

     

    Yes, it's possible, but Tableau doesn't typically execute SAP T-Codes directly. A common approach is to expose the underlying data through

    SAP HANA views, CDS views, BW queries, or OData/BAPI services, and then connect Tableau to those sources. If the report is generated by a custom ABAP program, your SAP team may need to expose the report data through a supported interface before Tableau can consume it.

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Hi all, 

 

I'm using the new Microsoft add-in to show Pulse Metrics images into PowerPoint slides. I'm able to insert and update the images, but as soon as I add a non-Tableau image to the presentation it stops working as expected. I'm able to add new images, but not refresh the data. The following error message appears on the refresh section: "Error looking for Tableau generated images within the presentation".  

 

I've tested the same in Word and it's not an issue there. 

 

Any suggestions on how to keep the refresh functionality while including other images?  

 

Thanks! 

 

#Tableau APIs & Embedding

1 answer
  1. Jul 9, 1:32 PM

     I'd recommend opening a Tableau Support case and sharing a sample presentation along with the add-in version and Microsoft 365 build. 

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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

1 answer
  1. Jul 9, 1:30 PM

    Try  recreate/validate the token, verify Tableau site role and content permissions, and test the same API calls directly with the new credentials to isolate whether this is a Tableau permission issue or Collibra configuration issue. 

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Hi Team,

Previously, we were extracting Salesforce data into Tableau using Pentao. However, after Salesforce disabled the SOAP API, all of our existing automations and data flows stopped working. 

 

To address this, we have already shared the Salesforce Live System REST API details with the Tableau team. However, they are still using Pentao and executing queries through it. 

 

Could you please suggest a simpler and more efficient approach for connecting Salesforce with Tableau using the REST API or any other recommended integration method? Our objective is to have a reliable, maintainable, and future-proof solution. 

 

#Tableau APIs & Embedding

1 answer
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Hi Team,

We are trying to build a detailed dashboard that shows data source–wise field information, including all columns and calculated fields for published data sources on Tableau Server.

From the PostgreSQL repository (workgroup database), we are using the fields table to fetch metadata. However, we observed the following issue:

  • Some calculated fields are visible in the fields table
  • But many calculated fields are missing / not reflecting

Because of this, we are unable to build a complete dashboard covering all calculated fields across all data sources. 

 

Our Questions:

  1. Why does the PostgreSQL repository (fields table) not return all calculated fields?
  2. Are there any limitations or filters in the Tableau repository schema that exclude certain calculated fields?
  3. Is there any alternative table or approach in PostgreSQL to get all calculated fields?
  4. If PostgreSQL cannot provide complete metadata, what is the recommended approach to extract all field-level details (including calculated fields)?

 

 

 

 

#Tableau Server  #Tableau  #Tableau APIs & Embedding  #Tableau Desktop & Web Authoring  #Tableau Cloud  #Tableau Community Updates

2 answers
  1. Jun 18, 3:35 PM

    Hi, as Diego said, the official go-to for metadata information is the Tableau MetaData API. For MetaData, the old approach to rely on Postgres schema "recommendations" or "nlp" doesn't work anymore since respectively 2023.1 and 2024.2, as these tables (like nlp.fields) are based on features that have retired. 

    If you are absolutely focused on Postgres approach only, then you can read the workbook or datasource xml from the Postgres Blobs directly, but that's not supported and at your own risk. Here is an old answer of mine: 

    https://trailhead.salesforce.com/trailblazer-community/feed/0D5KX00000kQj0G0AS

     

    Though for lineage you can still use the asset tables like database_assets, table_assets, column_assets, table_asset_sources.

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Our requirement is:

  • The dashboard (or extract) should refresh only when the latest data for the same day is available at backend DB (for example, based on the presence of a success file or updated data in the source).
  • If the updated new data is not yet available, the refresh should not RUN but instead wait and retry in the next cycle.

We would like to understand:

  1. Is it possible in Tableau Server to trigger refreshes based on a success file or data availability check?
  2. What are the recommended approaches to avoid unnecessary refresh failures when the source data is delayed?
  3. Any guidance, best practices, or implementation examples would be highly appreciated.

#Tableau Desktop & Web Authoring  #Tableau Public  #Tableau Server  #Tableau Cloud  #Tableau  #Tableau APIs & Embedding

3 answers
  1. Jun 18, 10:37 AM

    Hi @Umesh Chorge

     

    I agree with

    @Emeric LE SAULNIER DE SAINT JOUAN

    . I f you want to achieve this, your best bet is to trigger the refresh as part of your data loading pipeline. 

    You can trigger a refresh using Tableau REST api and/or the python library tableauserverclient: 

     

    There are lots of examples available. 

     

    https://help.tableau.com/current/api/rest_api/en-us/REST/rest_api.htm

     

    https://tableau.github.io/server-client-python/

     

     

    To trigger the refresh, the easiest is to get a list of data sources with a specific tag, and then loop through this list and trigger a refresh for each. Then you can maintain the extracts to be updated easily inside Tableu just using tags.

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Hi, 

 

I am starting to test the PowerPoint Add In to embed a Tableau Viz as an image. 

 

At the bottom of the inserted image, there is a footer that looks like: 

"Image added <Date/Time> by <UserName>" 

 

Is there a way to either customize this or hide it? I am not sure whether this is something done in the viz source, a Tableau Cloud setting, or a change to the Add In itself. 

 

Thanks! 

 

  

 

#Tableau APIs & Embedding

5 answers
  1. Jun 17, 8:05 AM

    Hi @Kevin Tierney

     

    As of now, the footer "Image added <Date/Time> by <UserName>" added by the Tableau PowerPoint Office 365 Add-In is a built-in feature and cannot be customized or disabled through Tableau Cloud settings.  

     

    If you need to remove it, the only workaround is to manually edit or crop the footer in PowerPoint after inserting the image. You may also consider submitting an enhancement request to Tableau if this functionality is important for your use case.

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I updated the Athena DB connection credentials (username/password) in a Tableau workbook, and the extract refresh was working successfully after the update.

After around 5 days, I performed a web edit on the dashboard and made some changes. During this process:

  • Tableau did not prompt for credentials
  • While republishing, only the “Embed credentials” option was available

However, after republishing the workbook, the scheduled extract job started failing with an incorrect username/password error.

This is confusing because the credentials were already updated earlier and were working fine before the web edit.

 

My queries:

  • Why is Tableau not asking for credentials during web edit or republish?
  • Does web edit/republish overwrite or remove previously saved credentials?
  • Why would the extract fail with incorrect credentials even though they were updated earlier?
  • Is there any known limitation or behavior with Athena connections in such scenarios?
  • does role affect?

#Tableau Server  #Tableau Public  #Tableau Desktop & Web Authoring  #Tableau Cloud  #Tableau  #Tableau APIs & Embedding  #Tableau Community Updates

6 answers
  1. Jun 12, 7:25 AM

    Hi @Umesh Chorge

     

    dealing with WebEditing and credentials can be a bit unstable. I've seen a lot of instances over the years were credentials for some mysterious reasons were not committed or using old ones or using credentials from another tenants while the Analysts were working daily on multiples tenants.  

    This is one example: 

    https://help.salesforce.com/s/issue?id=a02Ka00000lYbc8IAC

     

    As you seem to work with embedded data source directly in the workbook, as Diego said in his earlier post, use published data sources. To keep your datasource stable and modify your workbook content irrelevant of Athena connections even in WebEdit. 

    And ideally you modify your published data sources using Tableau Desktop if you can.

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I would like to be able to create a datasource from a single view in Snowflake using an APi-based script.

2 answers
  1. Aug 7, 2025, 2:52 PM

    Hi @David Foster​ ,

     

    To create a data source from a Snowflake view using an API-based script, you can utilize Snowflake's native SQL API to execute SQL statements over HTTP. This approach allows you to interact directly with your Snowflake data warehouse, enabling operations such as creating views and managing data sources. By sending HTTP requests containing your SQL queries to Snowflake's API endpoint, you can automate the creation of data sources based on your views. For detailed guidance on using Snowflake's native SQL API, refer to the official Snowflake documentation. https://blog.dreamfactory.com/generate-a-snowflake-rest-api-in-less-than-5-minutes

     

    Best regards,

    Nikolay Gerasimov

    Tableau Forums Ambassador

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