Tableau Connector

Combine the visual possibilities of the Tableau platform with the connected reporting power of Workiva to drive dynamic financial analysis.
Connector Type
Premium Connector
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Easily create visualizations of the data that matters most to your organization.

With Tableau® and Workiva, you can fully leverage your financial data to drive rich, impactful analytics that help drive decisions. This prebuilt connector makes dynamic financial analysis possible, without leaving the trusted environment of the Workiva platform. You get integrated access management for both cloud and on-premise deployments of the Tableau platform.

Key Features
  • Streamlined building of Tableau Desktop Extract (TDE) or Hyper Extract files
  • Automated user and permission management
  • Bi-directional connectivity to manage workbooks, projects, and datasources

Tableau and Tableau Software are trademarks of Tableau Software, LLC.

Compatible Solutions
To use this item, your organization needs to have purchased one of the following solutions.
Board Reporting
Budget & Forecast Reporting
Flash & KPI Reporting
Management Reporting
Product Line & Business Unit Reporting
ESEF Reporting
Global Statutory Reporting
Annual & Interim Financial Reporting
Government Financial Reporting
Pricing
One premium connector included with Wdata subscription
Support and Documentation

Frequently Asked Questions

The Tableau connector uses Tableau’s REST API. This API allows you to add users, build data and hyper extracts, manage datasources and views, and manage permissions, projects, groups, and sites.
You will need to work with your Tableau administrator to create an integration user within Tableau whose credentials can be used for the connection authentication. Your Tableau administrator will also need to provide the base URL for your Tableau instance, the site ID (case-sensitive), and your Tableau’s API version.
Yes, you must install the Tableau Extract API files and move its DLL files to a folder used by the registry. Tableau’s documentation for installation is located at https://help.tableau.com/current/api/extract_api/en-us/Extract/extract_api_installing.htm. This task often requires the assistance of your Tableau administrator and the server administrator.
All documentation for Tableau is located at https://support.workiva.com/hc/en-us/sections/360009753551-Tableau-