Tableau

Full guide for the Tableau SimpleChat action.

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Tableau configuration

Capture Server and Site, Authentication, Discovery Limits, and Test Connection. Redact credentials.

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What this action does

Tableau is a read-only discovery action built on Tableau Server Client. It searches Tableau content and lists projects, workbooks, views, datasources, and workbook details.

Why and when to use it

Use Tableau when users need to find or reason about Tableau assets without switching contexts. It is for metadata and content discovery, not rendering Tableau dashboards or editing assets. For underlying data questions, use the source action such as Snowflake, Databricks, or SQL.

Before you start

Tableau Server or Tableau Cloud base Server URL.
Optional Site Content URL; leave blank for the default Tableau Server site.
Personal Access Token name/secret or username/password.
Agents/actions enabled with enable_semantic_kernel.

Configure the action

Choose Tableau.
Set Server URL without the site path.
Set Site Content URL if the site is not the default.
Choose Authentication Method: Personal Access Token or Username and Password.
Fill PAT Name and PAT Secret, or Username and Password.
Set Page Size, Max Results, Timeout (seconds), and Use Tableau server version negotiation.
Use Test Connection.

Example prompts

“Find workbooks related to quarterly pipeline and list their views.”
“Which datasources are used by this workbook ID?”
“Search Tableau projects for finance reporting assets.”

Troubleshooting