Connecting Tableau to Validatar

Overview

Connecting to Tableau requires a Tableau Server account and user accounts with access to the intended workbooks and views.

Server Configuration

1. Click Settings on the main menu bar.
2. On the navigation tree, select Configuration.
3. On the Validatar Configuration list, click Reporting.
4. Enter the server configuration settings.
   • Tableau Server URL: The URL to your Tableau Server account. Example (https://tableau.xyzcorp.com)
   • Tableau Site (optional): Specifies a site on a Tableau Server instance. Sites are used to separate groups of users and content on the same Tableau Server instance.
   • Identity Store: This is chosen when Tableau Server is installed.
     • Local Store: All user and group information is stored and managed in the Tableau Server repository.
     • External Store (AD or LDAP): An external directory service stores and manages user and group information.
5.  Click Save.

How Users Access Workbooks

To view the embedded dashboards, a user must:

1.  Have a Tableau server user account with permissions to view the workbook.
2.  Have their Tableau server username added to Validatar.

Adding Tableau Account to Validatar

To add a user's Tableau Server account to Validatar:

1.  A Security Admin or a Global Admin must navigate to Settings > Users > User Details.
2.  Enter their Tableau Username in the provided field.
3.  Click Save.