Tableau

Connect your Tableau workbooks and data sources to Memex for AI-powered analytics.

What is Tableau?

Tableau is a leading business intelligence and data visualization platform that helps people see and understand their data. It's used by organizations worldwide to create interactive dashboards and reports. Once connected, Memex can access your Tableau workbooks, explore data sources, and help you work with your visualizations through natural conversation.

What You'll Need

Credential	Description	Example
Token Name	Name of your Personal Access Token	memex-integration
Token Secret	Secret value of your Personal Access Token	dGhpcyBpcyBhIHNlY3JldA==...
Server URL	Your Tableau Server or Online URL	https://10ax.online.tableau.com/
Site ID	Your Tableau site identifier	mycompanysite

The Site ID is found in your Tableau URL. For example, in https://10ax.online.tableau.com/#/site/mycompanysite/home, the Site ID is mycompanysite.

Creating Your Personal Access Token

Step 1: Access Tableau Settings

1. Log in to Tableau Server or Tableau Online

2. Click your profile icon in the top-right corner

3. Select My Account Settings (or Account Settings)

Step 2: Generate Personal Access Token

1. Scroll down to the Personal Access Tokens section

2. Enter a descriptive name for your token (e.g., memex-integration)

3. Click Create new token

Step 3: Copy Token Credentials

After creating the token, you'll see both the Token Name and Token Secret.

Copy the Token Secret immediately—it will only be shown once! If you lose it, you'll need to create a new token.

Step 4: Find Your Server URL and Site ID

For Tableau Online:

• Your Server URL is the base URL (e.g., https://10ax.online.tableau.com/)

• Your Site ID is in the URL path after /site/ (e.g., mycompanysite)

For Tableau Server:

• Your Server URL is your Tableau Server address (e.g., https://tableau.yourcompany.com/)

• Your Site ID is shown in the URL when browsing your site

Connecting to Memex

1. Open the Memex Hub from the sidebar

2. Click on the Connectors tab

3. Find and click the Tableau card

4. Enter your Token Name, Token Secret, Server URL, and Site ID

5. Give your connection a memorable name (e.g., "Company Tableau")

6. Click Add Connection

Verifying Your Connection

Once connected, try asking Memex:

List all workbooks in my Tableau connection

You should see a list of workbooks you have access to.

Using Your Connection

Here are some examples of what you can ask:

What data sources are available in my Tableau site?

Show me the views in the "Sales Dashboard" workbook

Who has access to the quarterly reports workbook?

List all dashboards updated in the last 30 days

Security Considerations

Personal Access Token Security

• Treat your Token Secret like a password—never share it

• Use descriptive token names to identify their purpose

• Create separate tokens for different integrations

Token Expiration

Important: Personal Access Tokens expire if not used for 15 consecutive days. You must use the token at least once every 15 days to keep it active.

If your token expires:

1. Go back to My Account Settings in Tableau

2. Delete the expired token

3. Create a new token and update your Memex connection

Token Permissions

Personal Access Tokens inherit the permissions of your Tableau user account:

• The token can only access what your user account can access

• For limited access, consider creating a dedicated Tableau user with restricted permissions

• Work with your Tableau administrator to set appropriate permissions

Revoking Access

To revoke Memex's access to Tableau:

1. Go to My Account Settings in Tableau

2. Find the token in the Personal Access Tokens section

3. Click Delete or Revoke next to the token

Troubleshooting

Invalid Token

• Verify you copied both the Token Name and Token Secret correctly

• Check that the token hasn't been deleted or revoked

• Ensure no extra spaces were included when copying

Token Expired

• If you haven't used the token in 15+ days, it may have expired

• Create a new token and update your Memex connection

• Consider setting up a reminder to use the token periodically

Site Not Found

• Verify the Site ID matches exactly what's shown in your Tableau URL

• Check that your user has access to the specified site

• For the Default site, the Site ID may be empty or default

Permission Denied

• Ensure your Tableau user account has permission to access the resources

• Check if your organization has restrictions on API access

• Verify the token was created for the correct site

Server Connection Failed

• Verify the Server URL is correct and includes https://

• Check if your Tableau Server is accessible from external networks

• Ensure there are no firewall rules blocking the connection

Learn More

• Tableau Personal Access Tokens

• Tableau REST API Documentation

• Tableau Online