> For the complete documentation index, see [llms.txt](https://docs.selectstar.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.selectstar.com/integrations/tableau-server/tableau-online.md).

# Tableau Cloud

## Requirements

* REST API and Metadata API enabled
* A valid Personal Access Token

## 1. Enable REST API and Metadata API

Tableau's [REST API](https://help.tableau.com/current/api/rest_api/en-us/REST/rest_api_requ.htm) and [Metadata API](https://help.tableau.com/current/api/metadata_api/en-us/index.html) **must** be enabled in order to see Tableau metadata in Select Star.

The REST API is permanently enabled for Tableau Cloud, and is enabled by default on all supported versions of Tableau Server.

To enable the Metadata API, a server admin must enable the Metadata API on Tableau Server using the `tsm maintenance metadata-services enable` command through the Tableau Services Manager (TSM) command line interface (CLI). For more information, see [Tableau Documentation](https://help.tableau.com/current/api/metadata_api/en-us/docs/meta_api_start.html#enable-the-tableau-metadata-api-for-tableau-server).

For both Tableau Cloud and Tableau Server, go to **Settings > Automatic Access to Metadata about Databases and Tables**, and make sure the checkbox is checked.

<figure><img src="/files/D4Sb0W88Ooj4PwEfIi91" alt=""><figcaption><p>Automatic Access to Metadata about Databases and Tables</p></figcaption></figure>

{% hint style="info" %}
**Tableau Cloud** can take some time to populate the Metadata Database if you have a big amount of Workbooks in Tableau Cloud.
{% endhint %}

## 2. Create a Personal Access Token

Navigate to **My Account Settings** on the top right of the screen.

![My Account Settings](/files/TeuqLewpc3hoklGBOsg0)

Scroll down to **Personal Access Tokens**.

Enter a name for your token and click **Create new token.**

{% hint style="info" %}
The user you connect to with Select Star needs a **Site Administrator Explorer** role at minimum in order for Select Start to retrieve all the necessary metadata from the Tableau API.
{% endhint %}

![](/files/1zHnrReBTewCpMdy7mMP)

Copy the **Token Secret** from the popup and store it somewhere safe. You will need them later on during this setup.

## 3. Create a Custom SQL View (Tableau Cloud)

{% hint style="info" %}
It is mandatory to create a Custom SQL View from Admin Insights. Without creating this Workbook, you will not be able to ingest information from Tableau.
{% endhint %}

Go to **Site Status** > **Admin Insights**.

Click on **New** > **Upload Workbook.**

![](/files/WA80p1cFOF8HdyXh7M15)

[Download this .twbx file](https://drive.google.com/file/d/1RWgZLZpW3eKIvHZVtdybK2YuNzua2ZMa/view?usp=sharing) and upload as the Tableau Workbook.

Confirm that **View Stats** & **Views** are populating correctly inside the Select Star Admin Insights workbook.

## 4. Create a Tableau Data Source

1. Go to the Select Star **Settings > Data**
2. Click **+ Add** to create a new Data Source.

Fill out the set up form with the information as outlined below.

* **Display Name:** Give your data source a meaningful name, the default is Tableau.
* **Access Token Name:** The Personal Access Token Name you created in [Step 2](#2.-create-a-personal-access-token).
* **Access Token Secret:** The Personal Access Token Secret created in [Step 2](#2.-create-a-personal-access-token).
* **Base Url:** The main URL for your site, such as `https://10ax.online.tableau.com`
* **Site Id:** The name of your site in tableau. You can extract this from the URL you access in Tableau. Example, ***analytics*** is the name of the site for the URL `https://10ax.online.tableau.com/#/site/analytics/home`.

Click the **Connect** button at the bottom of the modal.

<figure><img src="/files/iySXTJh38qD0fAVATtKY" alt=""><figcaption></figcaption></figure>


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://docs.selectstar.com/integrations/tableau-server/tableau-online.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
