Tableau (PAT)

In this document, you will learn how to create a connection between your Tableau and your Kitchn account via the Tableau REST API using Personal Access Tokens (PAT). If multi-factor authentication (MFA) is enabled with Tableau authentication, PATs are required. You must use a PAT, instead of user name and password, to make a REST API sign in request to Tableau Cloud.

This setting needs to be enabled by an admin and can be set up for all accounts or specific user groups.

Head over to Settings > General and scroll to the bottom to Personal Access Tokens. Once enabled, save the changes.

Once PATs are enabled, any user can go to their personal account settings and create a Personal Access Token.

Once you click Create Token, a pop-up shows up with the token name and secret. Make sure to copy the secret - we’ll need it in the next step.

Note down both the Token Name and Secret as you’ll need it in the next step.

Head over to your Tableau integration page at https://app.kitchnware.io/integrations/tableau.

Click Connect and enter the Token Name in the Client Id field and and the Secret in the Client Secret field.

You can find the correct value for the Site Name field in the URL of your Tableau home page once logged in.

Next change the part of your URL that defines your server’s location. In the above image (the first part of the URL) you can see our internal server is hosted at eu-west-1a. Your server might be elsewhere, like us-east-1.

Hit save - you are now all set up to use Tableau data in your automations.

Any view’s data (on the left) can then be loaded into Kitchn as CSV and transformed into JSON (on the right) to be used for any custom rules, alerts or reports using the Query View Data endpoint.