Tableau Online

Tableau Online is a self-service analytics application that allows users to explore data and answer questions.

Information Stored
Minimum Permissions Required
Authentication Method
Credentials Required
License Types
Integrating Tableau Online with SaaS Management
Auto-Populated Tableau License Information
Managing Available Tableau Licenses
API Endpoints

Information Stored

The following table describes the available integration tasks and stored data.

Available Integration Tasks

Integration Task

Information Stored

Application Roster

User ID
Email
First Name
Last Name
License Name

Application Access

User ID
Last login

License Differentiation

See License Types and Tracking Application Activity by License Type for License Differentiation.

License Information

Unique ID
Items Allowed (License count)

Note:The above license information is retrieved every 24 hours. Therefore, the data in your Tableau Subscriptions may not match the data in SaaS Management for license information.

Reclamation

For details, refer to Reclaiming SaaS Licenses.

Note:The information stored is subject to change as enhancements are made to the product.

Minimum Permissions Required

SiteAdministratorExplorer

Authentication Method

OAuth

Credentials Required

API Base URL
Username
Password
Content URL: This is not the site name. Rather, the Content URL is the value that in the server environment is referred to as the Site ID.

License Types

Tableau offers the following license types that are described in the table below.

Tableau License Type Descriptions

License Type

Description

Creator

This license type’s user permissions include:

Server administration
Advanced server deployment monitoring
Programmatic content migration
Adding data sources to create new dashboards and visualizations.

Explorer

This license type’s user permissions include:

Site role management, content ownership, settings, and permission settings
Visualizing existing data and exploring existing data sources, but not allowing the ability to add any new data or data sources
Creating alerts and sending emails when the stated conditions are met
Scheduling data flow
Creating and sharing custom views.

Viewer

This license type’s user permissions include:

Viewing and interacting with the published dashboards
Receiving data-driven alerts and creating personal alerts.

Integrating Tableau Online with SaaS Management

To integrate Tableau Online with SaaS Management, perform the following steps.

To integrate Tableau Online with SaaS Management:

1. Sign in to your Tableau Online account using your SiteAdministratorExplorer username and password.
2. To get the Content URL, note the Console URL.

For example, if the Console URL is https://prod-useast-a.online.tableau.com/#/site/flexera/home 

Content URL is flexera.

3. To get the API Base URL, note the Console URL.

For example, if the Console URL is https://prod-useast-a.online.tableau.com/#/site/flexera/home 

API Base URL is prod-useast-a.online.tableau.com.

4. In SaaS Management, add the Tableau application. Refer to Adding an Application.
5. Copy and paste the following Tableau Online information in SaaS Management:
API Base URL
Content URL
6. Click Authorize.
7. For further information on managing and optimizing your organization’s Tableau licenses, refer to:
Auto-Populated Tableau License Information
Managing Available Tableau Licenses
Tracking Application Activity by License Type for License Differentiation
Reclaiming SaaS Licenses.

Auto-Populated Tableau License Information

The SaaS Management integration with Tableau offers a License Information integration task that automatically retrieves every 24 hours the name of the Tableau subscription, license type, and total allowed number of licenses. This auto-populated Tableau license information provides a more complete view of your Tableau SaaS entitlements and component usage by displaying:

Assigned entitlements
User’s license activity (based on the user’s last login).

Important:If you enable the License Information integration task, you need to enter and keep up to date the following Licenses Tab information. The License Information integration task does not pull in this information. The SaaS application’s annual spend calculation relies on entered and accurate license effective and ending dates.

Amount 
Currency 
Payment Frequency 
Effective Date 
Ending Date 

To auto-populate Tableau license information, refer to Auto-Populating SaaS Application License Information. When the License Information integration task is enabled, the License type, Name, and # of Items Allowed fields in the Tableau Licenses tab are disabled as this information is automatically populated. The active and inactive ingested license data from Tableau can be compared against your Tableau Subscriptions.

Managing Available Tableau Licenses

Once the License Information integration task for Auto-Populated Tableau License Information is enabled, you can add or remove the Tableau product licenses you wish to manage within SaaS Management. To manage available Tableau licenses, refer to Managing Available SaaS Application Licenses.

API Endpoints

Application Roster and Application Access

https://<base_url>/api/3.14/sites/<siteId>/users

License Information

https://<base_url>/api/3.14/sites/<siteId>

Reclamation

https://<base_url>/api/3.14/sites/<siteId>/users/userId