Openprise supports exporting data from Openprise into your Tableau account. To export records into Tableau, you must first create a Data Target and choose Tableau as the Target Technology.
You can find out more about Data Targets here. Select "Tableau" as the Source Technology type.
Once you choose the technology type, you will be asked to add account information so that Openprise can communicate and authenticate to your Tableau account. The authentication pop-up will be as follows:
- Instance URL: Tableau URL : This can be found in the URL bar as shown in the image below.
- Content URL: Tableau site name : This can be found in the URL bar as shown in the image below.
- Personal Access Token name: Name of the Personal Access Token. Create a Personal Access Token by navigating to your user in the upper right and selecting My Account Settings. Scroll down the page until you locate the Personal Access Token section and type a name for your token and select Create new token to generate the personal access token secret.
- Personal Access Token Secret: After selecting Create new token, you will be given the Token Secret (Personal Access Tokens will expire if they are not utilized for 15 consecutive days. If they are used more frequently than every 15 days, an access token will expire after 1 year, and need to be replaced with a newly created one.)
Click on "Save" to create your Data Target.