Tableau Cloud Integration
This integration is ideal for organisations that use Tableau as their primary data visualization platform and want to automate data sharing with ClearGrid without manual exports.
Overview
With Tableau Cloud integration, ClearGrid can:
Automatically extract data from Tableau Cloud views and workbooks
Access published data sources and dashboards
Authenticate securely using Personal Access Tokens (PATs)
Maintain continuous data synchronization
Preserve your existing Tableau workflows and permissions
Prerequisites
Technical Requirements
Active Tableau Cloud subscription
Administrative access to your Tableau Cloud site
Published views and workbooks containing the required data
Knowledge of your Tableau data structure
Organizational Requirements
Approval for creating Personal Access Tokens (PATs)
Alignment with internal compliance and data-sharing policies
Coordination with IT security teams for token management
Setup Process
Step 1: Verify Data Availability
Ensure all required data is published and accessible in Tableau Cloud
Confirm data refresh schedules and validate data quality
Step 2: Create a Personal Access Token (PAT)
Navigate to your Tableau Cloud account settings → Personal Access Tokens
Create a new token:
Name: “ClearGrid Integration Token”
Expiration: Recommended 1 year
Scope: Read access to required content only
Copy and securely store the token (it cannot be viewed again)
Step 3: Configure Site Access
Gather required site details: Site URL, Site ID, Content URL
Ensure the PAT user has read access to all required views and workbooks
Step 4: Identify Content for Integration
Locate View IDs, Workbook IDs, and Project locations
Map Tableau fields to ClearGrid’s required fields
Confirm data types and formats
Technical Implementation
Authentication
Uses Tableau REST API v3.21
Secure token-based authentication with automatic session handling
Endpoint:
POST /api/{api-version}/auth/signin
Data Extraction
Content discovery: list available views/workbooks
Data retrieval via Crosstab Excel download
Endpoint:
GET /api/{api-version}/sites/{site-id}/views/{view-id}/crosstab/excel
Data validation and processing through ClearGrid ingestion pipelines
Required Data Fields
Minimum:
Account ID
Customer name
Outstanding balance
Contact details (email/phone)
Optional:
Date of birth, National ID, Loan type, Due dates, Payment history, Address
Security
ClearGrid ensures enterprise-grade security throughout integration:
Authentication: PAT encryption, TLS 1.2+, rotation policies
Access Control: Read-only scope, least privilege principle
Data Protection: Encrypted transfer, no intermediate storage
Compliance: GDPR alignment, audit logging, secure credential management
Scheduling & Processing
Daily, weekly, on-demand, or custom schedules
Incremental updates are supported for efficiency
Automatic retries for failed extractions
Error notifications and validation checks
Monitoring & Maintenance
Real-time health checks for connectivity and data freshness
Alerts for authentication failures, token expiry, and extraction errors
Proactive monitoring of extraction times and volumes
Regular PAT rotation and permissions review
Troubleshooting
Common Issues
Authentication: Check PAT validity and user permissions
Extraction: Confirm views are published and accessible
Performance: Optimize large dataset extraction, manage concurrent usage
Escalation
Gather error messages, PAT status, and view/workbook IDs
Contact ClearGrid support for integration issues
Contact Tableau support if the issue is platform-related
Best Practices
Security
Store PATs securely and rotate regularly
Use minimal permissions for integration accounts
Performance
Schedule extraction in line with Tableau refresh cycles
Use incremental updates where possible
Data Quality
Validate source data before extraction
Maintain consistent formatting (dates in DD/MM/YYYY, UTF-8 text, phone numbers with country codes)
Tableau Resources
REST API Reference
PAT management guide
Security and performance best practices
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