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I was recently given admin permissions in Tableau Cloud. After this happened, my Tableau MFA codes in Salesforce Authenticator stopped working. We were able to fix this by changing my authorization to Salesforce Credentials. However, when using Salesforce Credentials, Tableau Desktop does not allow me to publish a workbook to Cloud. I need my Tableau MFA to start working again. Another user has tried resetting my MFA but that hasn't worked. I've tried to contact support but the AI agent literally won't let me talk to a real person. Incredibly frustrating. Anyone have a solution? 

 

#Tableau Cloud

2 个回答
  1. 9月11日 23:10

     This sounds like a permissions sync issue between Tableau Cloud and the identity provider rather than an actual MFA bug, admin role changes sometimes don't propagate cleanly to Salesforce Authenticator right away. Worth checking if your site admin can fully deprovision and reprovision your user account rather than just resetting MFA, since a fresh account sync often resolves auth method conflicts like this. For getting past the AI agent, try typing something like "escalate to human agent" directly or use the phone support line if your org has one, that usually bypasses the bot loop faster than the chat widget. 

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Any thoughts on why I might be getting this error when trying to login into tableau cloud?   

Getting error: OIDC authorization request rejected: no active login context Tableau

 

 

 

#Tableau Cloud

1 个回答
  1. 昨天,22:41

    Hi , 

     

    I think the SSO authentication is failing. 

     

    Resolution Steps 

     

    1. Sign out completely from Tableau Cloud 

    2. Close the browser 

    3. Open the browser in Incognito/Private mode 

    4. Log in again using the Tableau Cloud site URL 

    5. Log in to your company's SSO portal (e.g., Azure AD, Okta) first, then access Tableau Cloud 

     

     

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Hi all, 

 

I'm running into a persistent extract refresh failure on Tableau Cloud that I can't resolve despite several troubleshooting attempts. 

 

Environment: 

- Tableau Cloud 

- Affected data source: Microsoft SQL Server connection, embedded in a workbook that has 4 data sources total; the other 3 refresh without issue — only this one fails. 

 

Error received (scheduled refresh, both via failure notification email and confirmed in the Jobs view): 

"TableauRuntimeException: Missing password. Incorrect username or password." 

(Offline mode failure, status code = 10000) 

 

What I've already tried: 

1. Edited the affected connection on the Data Sources tab: re-entered the SQL Server credentials and selected "Embed password in connection." The connection now correctly shows "Embedded in connection" (it initially reverted to "Not embedded" right after the first save, but now persists across page reloads). 

2. Clicking "Test Connection" on that data source succeeds every time. 

3. Manually triggering a refresh from the Data Sources tab succeeds. 

4. Deleted and recreated the extract refresh schedule/task for the workbook entirely. 

5. Triggered a new scheduled/background refresh after confirming the credentials were embedded — it still fails with the exact same "missing password" error. 

 

So the symptom is: interactive test and manual refresh both succeed with the saved credentials, but the background/scheduled job still reports missing credentials, even after recreating the refresh task. 

 

For context: this data source was recreated recently — an older data source in the same workbook was deleted and replaced with a newly built connection to the same SQL Server, using the same server, port, and username. I'm wondering if that's relevant to how the credential object is referenced internally (e.g. the refresh task or workbook metadata still pointing to a stale connection reference from before the rebuild). 

 

Has anyone seen this specific pattern — test/manual refresh OK, scheduled job still fails on "missing password" — and found a fix beyond re-embedding credentials? Wondering if this is a known bug tied to how a workbook's connection metadata gets bound after a data source is deleted and rebuilt. 

 

Thanks in advance for any pointers. 

 

#Tableau Cloud

1 个回答
  1. 昨天,15:23

    Update / likely root cause found 

     

    For anyone following this thread, here's where things stand. 

     

    Symptom recap: 

    - Scheduled extract refresh failed with: "TableauRuntimeException: Missing password. Incorrect username or password" (offline mode, status code 10000). 

    - Test Connection succeeded every time. 

    - Manually triggering a refresh from the Data Sources tab in Tableau Cloud succeeded every time. 

    - Deleting and recreating the refresh schedule/task didn't help. 

    - Re-entering and re-embedding the password via the web UI showed as "Embedded in connection," but the scheduled/background job still failed with the same error. 

     

    What we found: 

    We opened the workbook in Tableau Desktop and went through Server > Publish Workbook > Data Sources > Edit, checking each embedded connection's Authentication setting individually. One connection (a custom SQL connection) was configured differently from the others — it did not have "Allow refresh access" (or "Embed password") selected under Authentication, unlike the rest of the data sources in the workbook, which all had one of those two options properly set. 

     

    What we did: 

    1. Set the Authentication option to "Allow refresh access" for that connection in the publish dialog. 

    2. Verified the settings for all other embedded connections as a sanity check. 

    3. Republished the workbook from Tableau Desktop, overwriting the existing published workbook. 

    4. Ran a full manual extract refresh from Tableau Cloud afterward — it succeeded. 

     

    Caveat: manual/interactive refresh succeeding was already true before this fix too, so it's not fully conclusive on its own. The real test is whether the next scheduled (unattended) refresh — run by the Backgrounder/scheduler with no interactive session — succeeds. If it does, that would confirm the missing "Allow refresh access"/"Embed password" authentication setting on that one connection was the actual root cause (the other connections had it set correctly, which is presumably why they always refreshed fine). If the scheduled refresh still fails with the same "missing password" error, we'll need to dig further into differences between the manual and Backgrounder/scheduler execution context specifically. 

     

    Will report back once the next scheduled run has completed. Posting this in case it helps anyone hitting the same "test/manual refresh OK, scheduled job fails on missing password" pattern — worth double-checking the Authentication setting per-connection in the Desktop publish dialog, not just the post-publish credential edit in the web UI.

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I have been tasked with setting up a test site and dev site for Tableau Cloud. From looking online it says I have to get into TCM tableau cloud manager, but I am not sure how to even get in there or if I or someone else has access. We don't appear to have Tableau Server installed on the server we have the Tableau Bridge on, we only have Tableau Desktop and Prep. Any ideas? 

 

#Tableau Cloud

2 个回答
  1. 9月7日 06:48

    To access Tableau Cloud Manager (TCM) without knowing who holds the admin credentials, follow these diagnostic steps to identify your site admin.

     

    Step 1:Log in to Tableau Cloud ([https://online.tableau.com](https://online.tableau.com)).

     

    Step 2:Go to the Users tab from the left sidebar navigation.

     

    Step 3:Look at the Site Role column.

     

    Step 4:Filter or search for users marked as Site Administrator Creator or Site Administrator Explorer.

     

    Contact those individuals—in many organizations, the Site Administrator is also the Cloud Administrator (TCM Admin) or knows who made the original procurement purchase. 

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2 个回答
  1. 9月3日 07:02

    @DIEGO FERNANDO MARTINEZ RODRIGUEZ

     

    I'm trying to save the snowflake keypair credentials under "Saved Credentials for Data Sources", when i enter the server URL its showing a caution as "Invalid Server".  

     

    Actually the same server "URL" is working fine when i embedded the credentials in tableau desktop and even tried publishing to tableau cloud and extract refresh is also working fine for the embedded credentials.   

     

    Main issue is, i have a workbook in tableau cloud which is live connection for that i need to use the saved credentials. followed the same format

    myaccount.region.snowflakecomputing.com. 

    Confused why credentials work fine when embedded with extracts and not as saved credentials. 

     

    Another important observation is, I'm not having any issue with on-premises tableau server, i could save the same keypair credentials without any issue. 

     

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Hey 🛑 Tableau #datafam#datafam and Salesforce  #Tableau_next#Tableau_next

 users -  

 Want to level-up your mapping game or not certain which chat type to use with your data? Help is on the way at our September 2nd virtual meeting - you just need to save a spot at 

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 and we'll see you there -- 

All are welcome 

#Tableau Cloud #Tableau Server #Tableau Public 

 

Hey 🛑 Tableau and Salesforce users - Want to level-up your mapping game or not certain which chat type to use with your data?

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Hi, it seems we cant adjust the filter of exisiting following metrics on tableau pulse while accessing it by mobile. Is it a bug ? Or the function is absolutely not available when we access by mobile ?

Thanks

1 个回答
  1. 2024年6月3日 22:27

    Hi Monika,

     

    Sometimes when you convert from normal view to mobile view the filters will only operate on the original normal view - I've never done enough research into the specific reason why this happens but you can confirm this by using the filter and switching back to the normal view - it should have applied on that screen, but doesn't on the mobile view.

     

    To get around this, just delete the filter, then in the mobile view re-expose the filter which you know will apply to that sheet, and it will work just like the original should have. Technically this is 2 separate filters, but I doubt your usecase will have users that dynamically switch between mobile and desktop views (its a very rare event and F5 refresh will fix it).

     

    HTH

     

    Peter

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Hi All,  

Can some please assist us on the problem which we are facing  

 

We're moving 10+ dashboards to a new environment and the business has built a lot of custom views on them, so we need to know whether they can come across. 

 

I tested two routes, keeping workbook and sheet names identical in both: 

 

1. Published into a different project — custom views didn't carry over. 

2. Republished over the existing workbook in the same project from Desktop — 

   the custom views on it were wiped. 

 

Is that expected behaviour, or is there a publish setting that preserves them 

that I've missed? 

 

If it is expected, has anyone used the Download Custom View / Publish Custom View 

REST endpoints to move them across in practice? 

 

I'm a Site Administrator Creator on Tableau. 

 

Thanks! 

 

#Tableau Cloud

2 个回答
  1. 9月1日 17:28

    Custom views are fragile but they do not inherently break whenever you update your workbook. If you delete the workbook first it will delete all custom views but if you overwrite they will be preserved. I have been supporting custom views for 15 years on Server and Cloud. Significant changes to the workbook data sources or views are likely to break the custom views but small changes should not. 

     

    This may not help the original poster "move to a new environment" but I wanted to clarify.

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In the documentation there is option to enable performance  recording for tableau desktop, but I dont see this option in tableau online. Is there a way to enable it in tableau online so we can identify what's causing the slows downs for the tableau online workbooks? 

https://help.tableau.com/current/pro/desktop/en-us/perf_record_create_desktop.htm

 

#Trailhead Challenges  #Trailhead  #Agentforce  #Tableau Cloud

2 个回答
  1. 9月1日 16:02

    Hi Jay, 

     

    Performance Recording is available in Tableau Cloud — it's just configured differently than Desktop (site-level admin setting + URL parameter, not a menu toggle): 

     

    1. As a Server/Site Admin, go to your Tableau Cloud site's Settings. 

    2. Under Workbook Performance Metrics, check Record workbook performance metrics, then Save. 

    3. Open the view you want to diagnose. 

    4. In the URL, add :record_performance=yes& immediately before the session ID (:iid=...). Example: 

       

    https://your-site.online.tableau.com/#/views/YourWorkbook/YourView?:record_performance=yes&:iid=1

     

    5. Interact with the view as needed, then click the "See performance recording data" icon (or link) that appears to open the generated performance workbook. 

     

    This is the same underlying feature as Desktop, just enabled per-site rather than via a Help menu toggle — the doc you linked is specifically the Desktop version; the Server/Cloud version is here: 

     

    Reference:

    https://help.tableau.com/current/server/en-us/perf_record_create_server.htm

     

     

    If you don't see the site setting, you may not have Site/Server Admin rights — that setting is admin-only, not available to regular Creator/Explorer roles.

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Using Desktop, I'm able to convert connections to Key Pair and publish to Cloud no problem 

 

However, if I change the Workbook ownership in Cloud or edit the Workbook in Cloud, it will cause Extracts to fail. 

 

So are we stuck using Desktop for all Workbook changes going forward because of the Key Pair auth? 

 

#Tableau Cloud

2 个回答
  1. 8月31日 13:25

    @Bob Haffner

     

    Unfortunatelly, the only way to set key pair credentials for Snowflake is using Tableau Desktop and publishing the datasource to Tableau Cloud. 

     

    Thus, you have two options: 

    a. You may preserve the ownership of the user who publishes the datasource/workbook and give the refresh extract permission to other users. (yeah there is a recently new permission for this) 

    b. The new owner, using Tableau Desktop, may need to connect to the published datasource, create a local copy, and publish again the datasource using the key pair stored under their user. 

     

    I would also recommend to look and upvote ideas already created in salesforce idea forum: 

    https://ideas.salesforce.com/s/idea/a0B8W00000QeoSrUAJ/add-snowflake-key-pair-option-to-tableau-cloud-web-authoring

     

     

    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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