- Overview
- Adobe Sign
- Alteryx
- Amazon Comprehend
- Amazon Connect
- Amazon Rekognition
- Amazon Textract
- Box
- Release notes
- About the Box activity package
- Fix XAML After Package Update
- Project compatibility
- Setup
- Technical references
- Box Scope
- Commit Session
- Create File Version Session
- Create Upload Session
- Upload Part
- Delete Old Version
- Get Versions
- Promote Version
- Upload File Version
- Copy File
- Delete File
- Download File
- Get File Comments
- Get File Info
- Get File Info Details
- Get File Lock Info
- Lock File
- Move File
- Unlock File
- Upload File
- Copy Folder
- Create Folder
- Delete Folder
- Get Folder Info
- Get Folder Items
- Rename Folder
- Search For Content
- Execute Method
- Cognitive
- DocuSign
- Release notes
- About the DocuSign activity package
- Project compatibility
- Setup
- DocuSign Scope
- Invoke DocuSign Operation
- Create Envelope
- Create Envelope And Send
- Create Envelope From Template
- Create Envelope Recipients
- Get Document
- Get Documents
- Get Envelope
- Get Form Data
- Send Envelope
- Update Envelope
- List Attachments
- List Custom Fields
- List Documents
- List Envelope Status Changes
- List Recipients
- Create Bulk Send List
- Create Bulk Send Request
- Get Bulk Send List
- Get Bulk Send Lists
- Create Template Custom Fields
- Create Template Recipients
- Get Template
- List Templates
- Google Vision
- Jira
- Release notes
- About the Jira activity package
- Project compatibility
- Setup
- Jira Scope
- Execute Method
- Add Attachment
- Delete Attachment
- Download Attachment
- Get Attachments
- Add Comment
- Delete Comment
- Get Comments
- Create Component
- Delete Component
- Get Components
- Search Dashboards
- Create Filter
- Get Filters
- Create Issue Link
- Delete Issue Link
- Get Issue Link Types
- Get Issue Links
- Add Watcher
- Assign Issue
- Clone Issue
- Create Issue
- Delete Issue
- Get Issue
- Get Watchers
- Remove Watcher
- Search Issues Using JQL
- Transition Issue
- Update Issue
- Create Project
- Delete Project
- Get Project Types
- Get Projects
- Update Project
- Get Transitions
- Create User
- Delete User
- Find Users
- Marketo
- Microsoft Dynamics
- Microsoft Dynamics Finance and Operations
- Microsoft Translator
- Microsoft Vision
- Oracle Integration Cloud
- Oracle NetSuite
- Salesforce
- Release notes
- About the Salesforce activity package
- Project compatibility
- Setup
- Quickstart
- Salesforce Application Scope
- Create Bulk API Job
- Get Bulk API Job
- Get Bulk API Job Results
- Start or Abort Bulk API Job
- Assign File
- Download File
- Upload File
- Composite Request
- Delete Record
- Get List View Records
- Get Record
- Insert Record
- Update Record
- Upsert Record
- Execute Report
- Execute SOQL
- Format Column Names
- Format Labels And Values
- Lightning REST API Request
- Search
- SAP BAPI
- ServiceNow
- Slack
- Smartsheet
- Release notes
- About the Smartsheet activity package
- Project compatibility
- Setup
- Technical references
- Quickstart: Working With Rows
- Smartsheet Application Scope
- Attach File
- Attach URL
- Delete Attachment
- Get Attachment
- List Attachments
- Add Comment
- Delete Comment
- Get Comment
- List Discussions
- Copy Folder
- Create Folder
- Delete Folder
- Get Folder
- List Folders
- Add Group Members
- Get Group
- List Groups
- Remove Group Member
- Get Report
- List Reports
- Add Rows
- Copy Rows
- Create Discussion on Row
- Delete Rows
- Get Row
- List Rows
- Move Rows
- Update Rows
- Copy Sheet
- Create Sheet
- Create Sheet From Template
- Download Sheet
- Get Sheet
- List Sheets
- Update Sheet
- Add User
- Get User
- List Users
- Remove User
- Copy Workspace
- Create Workspace
- List Workspaces
- Import Sheet From CSV / XLSX
- Invoke Smartsheet Operation
- Search Activity
- Send Via Email
- Share Object
- SuccessFactors
- Tableau
- Twilio
- Workato
- Workday
Setup
To successfully establish a connection and send requests to the Tableau API, the Tableau Scope activity must complete authentication using the supported Tableau API authentication methods such as Basic Authentication, Personal Access Token, or JWT Authentication.
To give the Tableau Scope activity the ability to authenticate and to enable the other activities to successfully send requests to Tableau API, you must complete the following steps:
After establishing a connection, a parent Tableau Scope activity can output a record of the connection in a Tableau Connection object (Tableau Connection) that you can use in subsequent child scope activities.
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Create an Integration Key
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Configure a personal access token
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Build your project
1. Create an Integration Key
The following input properties are required in the Tableau Scope activity:
Create an HTTP Basic Authentication using a Username and a Password.
2. Configure a Personal Access Token
If you choose an API Token authentication, you need to create a personal access token in Tableau, as described in Create and revoke personal access tokens.
To learn more about personal access tokens in Tableau, see the Tableau official documentation.
3. Build your project
Create a new automation project
- Open UiPath Studio.
- Under New Project, click Process (this opens a New Blank Process window).
- Enter a project Name, Location, and Description.
- Click Create.
Install the UiPath.Tableau.Activities package
- In the Design ribbon, click Manage Packages (this opens the Manage Packages window).
- Under All Packages, click Connect
- In the Search bar, enter Tableau.
- Click, install and accept the license for the UiPath.Tableau.Activities.
For more information about UiPath Studio packages, see Managing Packages in the Studio Guide.
You're done!
Now that you have completed the setup, you can start adding the Tableau activities to your project.
To learn more about the Tableau activities (including example property inputs/outputs), see the Activities page for a complete activity list and links to the activity detail pages.
