Skip to main content
Tableau is a visual analytics platform for exploring, publishing, and sharing interactive dashboards across Tableau Server and Tableau Cloud. With BonData, you can connect to your Tableau site to read content metadata and pull view and data-source data within Agent workflows.

​
Tableau Personal Access Token Setup

Follow these steps to create a Personal Access Token (PAT) and connect it to BonData.

​
Step 1: Create a Personal Access Token

  1. Sign in to your Tableau Server or Tableau Cloud site
  2. Click your profile icon in the top-right and select My Account Settings
  3. Scroll to Personal Access Tokens
  4. Enter a Token Name (e.g., BonData Integration) and click Create Token
  5. Copy the token secret immediately - it is only shown once
Personal Access Tokens inherit the permissions of the user who created them. Create the token under a service account with access to the projects and content you want BonData to sync.

​
Step 2: Note Your Server URL and Site ID

  1. Your Server URL is the base address of your Tableau environment, for example https://10ax.online.tableau.com (Tableau Cloud) or https://tableau.yourcompany.com (Tableau Server)
  2. Your Site ID is the content URL that appears after /site/ in the browser address bar. For the default site on Tableau Server this may be blank
On Tableau Cloud the Site ID is never blank - copy the value shown in the URL between /site/ and the next /.

​
Step 3: Enter Credentials in BonData

  1. In BonData, navigate to Integrations and select Tableau
  2. Enter your Server URL, Site ID, Token Name, and Token Secret
  3. Click Connect

​
Required Fields

​
Available Data

Once connected, BonData can sync the following Tableau data via the Tableau REST and Metadata APIs:
  • Workbooks - Published workbooks with owner, project, and revision metadata
  • Views - Sheets and dashboards within workbooks, including view image and usage data
  • Data Sources - Published data sources with connection and refresh details
  • Projects - Project hierarchy and content organization
  • Users - Site users, their roles, and group memberships
  • Extract Data - Underlying view and data-source extract data retrieved via the REST API