{"id":516890,"date":"2022-10-25T09:43:45","date_gmt":"2022-10-25T07:43:45","guid":{"rendered":"https:\/\/www.devoteam.com\/expert-view\/tableau-api-with-alteryx\/"},"modified":"2022-10-25T09:43:45","modified_gmt":"2022-10-25T07:43:45","slug":"tableau-api-with-alteryx","status":"publish","type":"expert-view","link":"https:\/\/devoteam.info\/en-pt\/expert-view\/tableau-api-with-alteryx\/","title":{"rendered":"Using Tableau server API with Alteryx to download data from a Tableau dashboard"},"content":{"rendered":"\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/imgur.com\/hUHvXET.png\" alt=\"\" title=\"Carlene \u00d8stergaard Inviso by Devoteam\"\/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><em>Carlene \u00d8stergaard is a data wiz and Alteryx and Tableau expert at Inviso by Devoteam<\/em><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">One of the magical things about Tableau and Alteryx is how well they work together. Today we are going to take that even further, and use the Tableau API within Alteryx. With this we can do several magical things, including downloading an image (png. pdf, etc.) of a Tableau view (view = dashboard), downloading the data behind a Tableau view, downloading an entire Tableau workbook, uploading a Tableau workbook, and much more.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">In this blog we will explore the basics of how to use the API, and show how to do the following two things:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>How to download an image (png. pdf, etc.) of a Tableau view (view = dashboard)<\/li>\n\n\n\n<li>How to download the data behind a Tableau view<br><\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">When we&#8217;re done you should be able to use all of the features of the Tableau Server API.<br><br><br><br><br><img decoding=\"async\" src=\"https:\/\/imgur.com\/TUI3gSm.png\" width=\"100%\"><br><br><br><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-a-little-preparation\">A LITTLE PREPARATION<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">To perform this magic in Alteryx, we will be using the&nbsp;<a href=\"https:\/\/help.alteryx.com\/current\/designer\/download-tool\" target=\"_blank\" rel=\"noreferrer noopener\">download tool<\/a>&nbsp;to call the API.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">We will have to go through 3 steps:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Log into your Tableau Server<\/li>\n\n\n\n<li>Find which view you want to download<\/li>\n\n\n\n<li>Download the data\/an image<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">Additionally, we will look at how to download a view with filters. This will enable you to easily automate reporting by downloading an image as many times as you have filters (e.g. download a view for each department and send out to department heads)<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">To get started you will need the following information:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Your Tableau Server URL<\/li>\n\n\n\n<li>Your username<\/li>\n\n\n\n<li>Your password<\/li>\n\n\n\n<li>The URL of the view you would like to work with<\/li>\n\n\n\n<li>Your site name (see below how to find this)<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">In my demonstration here I will be using the following values:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Tableau Server URL:&nbsp;<a href=\"http:\/\/tableau.inviso.dk\/\" target=\"_blank\" rel=\"noreferrer noopener\">http:\/\/tableau.inviso.dk<\/a><\/li>\n\n\n\n<li>Username:&nbsp;<a href=\"mailto:carlene@inviso.dk\" target=\"_blank\" rel=\"noreferrer noopener\">carlene@inviso.dk<\/a><\/li>\n\n\n\n<li>Password: nice try \ud83d\ude09<\/li>\n\n\n\n<li>URL of the view:&nbsp;<a href=\"http:\/\/tableau.inviso.dk\/#\/site\/\" target=\"_blank\" rel=\"noreferrer noopener\">http:\/\/tableau.inviso.dk\/#\/site\/<\/a><strong>inviso<\/strong>\/views\/AssetManagementandEnergyEfficiencyPlatform\/EnergyEfficiencyPlatform?:iid=2<\/li>\n\n\n\n<li>Site name: inviso (you can find the site name in the highlighted section of your views\u2019s URL &#8211; marked in&nbsp;<strong>bold<\/strong>&nbsp;above)<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Throughout this blog, we will frequently reference the Tableau Server API documentation,&nbsp;<a href=\"https:\/\/help.tableau.com\/current\/api\/rest_api\/en-us\/REST\/rest_api.htm\" target=\"_blank\" rel=\"noreferrer noopener\">available here<\/a>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">I start all the followin sections with a short video showing how I complete the step. The description in text and screenshots below describe the same process for those who prefer to read.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-step-1-log-into-your-tableau-server\">STEP 1: LOG INTO YOUR TABLEAU SERVER<\/h2>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-vimeo wp-block-embed-vimeo\"><div class=\"wp-block-embed__wrapper\">\nhttps:\/\/player.vimeo.com\/video\/510176997\n<\/div><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">To log into the Tableau server you will have to submit a request to Tableau. This will result in them sending you back a token. For the next 240 minutes (unless you change this setting) you will use this token in all of the other requests you submit.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">To summarize: First we send our username and password to tableau, they send back a token which will then count as our pseudo username and password when using the API (<a href=\"https:\/\/help.tableau.com\/current\/api\/rest_api\/en-us\/REST\/rest_api_ref_authentication.htm#sign_in\" target=\"_blank\" rel=\"noreferrer noopener\">Reference<\/a>)<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Now bring a text input tool to your canvas, and fill in the fields as below. Next you will have to add \/api\/2.8\/ to the end of your URL. Site is case sensitive.<img decoding=\"async\" src=\"https:\/\/imgur.com\/Jvc1F0A.png\" width=\"100%\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Note:<\/strong>&nbsp;your password will be visible to anyone who opens your flow. You can&nbsp;<a href=\"https:\/\/help.alteryx.com\/2018.2\/ModuleEncryption.htm\" target=\"_blank\" rel=\"noreferrer noopener\">encrypt<\/a>&nbsp;your flow if necessary.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Next we will create the body of the Rest API request we will send to Tableau in a formula tool.<img decoding=\"async\" src=\"https:\/\/imgur.com\/BTTXOcY.png\" width=\"100%\"><br>Here are the texts for you to copy\/paste:<\/p>\n\n\n\n<pre class=\"wp-block-code\"><code>'&lt;tsRequest&gt;\n &lt;credentials name=\"' + &#91;User] + '\" password=\"' + &#91;Password] + '\" &gt;\n &lt;site contentUrl=\"'+ &#91;Site] + '\" \/&gt;\n &lt;\/credentials&gt;\n&lt;\/tsRequest&gt;'\n\n<\/code><\/pre>\n\n\n\n<p class=\"wp-block-paragraph\">and<\/p>\n\n\n\n<pre class=\"wp-block-code\"><code>&#91;url] + \"auth\/signin\"\n<\/code><\/pre>\n\n\n\n<p class=\"wp-block-paragraph\"><br>Now we will use the download tool to actually send the request to tableau and retrieve the token:<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Configuration of the Basic tab:<img decoding=\"async\" src=\"https:\/\/imgur.com\/5fXBXaE.png\" width=\"100%\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Configuration of the payload tab (make sure you choose post action):<img decoding=\"async\" src=\"https:\/\/imgur.com\/GuxFooi.png\" width=\"100%\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You do not need to change anything on the Headers or Connection Tab<br>With that done, we need to get our token that Tableau sends us back so we can use it in Step 2.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">A Rest API request comes back in XML, so we will use an xml parse tool to get it.<img decoding=\"async\" src=\"https:\/\/imgur.com\/iHIwCew.png\" width=\"100%\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">And finally we will use a select tool to just get the columns we will need going forward, our token (be sure to rename to X-Tableau-Auth) and our site_id (we can no longer use our site name, in my case \u201cinviso\u201d for future steps)<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><img decoding=\"async\" width=\"700px\" src=\"https:\/\/imgur.com\/Z8QKVD9.png\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Now we are ready for step 2.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-step-2-find-our-view-id\">STEP 2: FIND OUR VIEW ID<\/h2>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-vimeo wp-block-embed-vimeo\"><div class=\"wp-block-embed__wrapper\">\nhttps:\/\/player.vimeo.com\/video\/510179277\n<\/div><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">In this step, we will ask Tableau to give us a list of all of the views on our site. It will return the list and include a numeric view_id which we will then use to ask Tableau to download our view. This is the only way to get the view_id. You can not find it on the Tableau Server.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">So, take the output from our select tool and let\u2019s continue:<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">We want to send a new request to Tableau, using our site_id and our token from before. First we create it in a formula tool.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><img decoding=\"async\" width=\"700px\" src=\"https:\/\/imgur.com\/ZajXTjZ.png\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Then you put your request into the download tool. This time we will need to fill in the header tab, selecting our token. This is how we tell Tableau we are allowed to access this. We also need to choose \u201cget\u201d on the payload tab instead of POST as we did before.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><img decoding=\"async\" width=\"700px\" src=\"https:\/\/imgur.com\/nQijA68.png\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">&nbsp;<img decoding=\"async\" width=\"700px\" src=\"https:\/\/imgur.com\/oMQQLKG.png\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">&nbsp;<img decoding=\"async\" width=\"700px\" src=\"https:\/\/imgur.com\/M3dBawu.png\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Next we need to read the data we get. Again we will use an xml parse tool and add a browse or select tool to view your results.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><img decoding=\"async\" width=\"700px\" src=\"https:\/\/imgur.com\/Mbc1SfV.png\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Now, your goal is to scroll through your results and find the view you are looking for. Once you find it, take the value from the column \u201cid\u201d and copy it. If you can not find your view, it is because your site is so loaded with content &#8211; more than 1000 views! Go back to the formula tool and change pageNumber=1 to pageNumber=2&#8230;.3&#8230;etc. until you find your view.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">In my case, it looks like this:<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><img decoding=\"async\" width=\"700px\" src=\"https:\/\/imgur.com\/yTIsN5Q.png\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">I will copy that ID and use it in the next step. The ID will never change, so now we can put these steps in a container and disable it. We will continue on from the select tool at the end of step one. See my flow below:<br><br><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-step-3-pt-1-download-our-view-as-an-image\">STEP 3 PT 1: DOWNLOAD OUR VIEW AS AN IMAGE<\/h2>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-vimeo wp-block-embed-vimeo\"><div class=\"wp-block-embed__wrapper\">\nhttps:\/\/player.vimeo.com\/video\/510180876\n<\/div><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">For this step we will only need one formula tool and a download tool, so I have disabled the container where we found the view_id.&nbsp;<img decoding=\"async\" width=\"700px\" src=\"https:\/\/imgur.com\/6Nowvvg.png\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">To start we&nbsp;<strong>once again<\/strong>&nbsp;need to create a request to send to Tableau with a formula tool. This time we are also going to create a new field where you would like the image to be stored to download to. Be sure to enter your view ID.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><img decoding=\"async\" width=\"700px\" src=\"https:\/\/imgur.com\/3HDqgH0.png\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Next we use the download tool to download our image and save it.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><img decoding=\"async\" width=\"700px\" src=\"https:\/\/imgur.com\/T8dQuWP.png\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Note the setting change on the basic tab! We are going to write to a file instead of outputting it back into Alteryx.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><img decoding=\"async\" width=\"700px\" src=\"https:\/\/imgur.com\/uSW7VdE.png\"><br><img decoding=\"async\" width=\"700px\" src=\"https:\/\/imgur.com\/g36SiVM.png\"><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-step-3-pt-2-download-our-view-as-an-image-with-filters\">STEP 3 PT 2: DOWNLOAD OUR VIEW AS AN IMAGE WITH FILTERS<\/h2>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-vimeo wp-block-embed-vimeo\"><div class=\"wp-block-embed__wrapper\">\nhttps:\/\/player.vimeo.com\/video\/510183319\n<\/div><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><br>As I mentioned earlier, you can also download a view with preset filters.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This is done by adding some text to the end of your request you create in the formula tool.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is my example:<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">[url] + &#8216;sites\/&#8217; + [site_id] + &#8216;\/views\/4ac8355c-ef20-4063-8c69-73f3d9050ac0\/image?vf_Level_4=North America&#8217;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">What I did was to add ?vf_NameofYourColumn=ValuetoFilter to the end.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Please note: The title on a dashboard can sometimes be changed manually to make the dashboard look nicer. For this to work you need to use the name of the column in the data, not the title of the filter!!<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">If you want to add 2 filters simply continue by adding an &amp;vf_filtercolumn2=filtervalue2 and so on<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><br># Step 3 pt 3: Download the data from a view<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-vimeo wp-block-embed-vimeo\"><div class=\"wp-block-embed__wrapper\">\nhttps:\/\/player.vimeo.com\/video\/510184375\n<\/div><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Now that you are a pro, let\u2019s see if you can download the data from a view with a few less screenshots. Below you can see my flow. As before we will need a formula tool to create our request and then use the download tool to fetch our data from Tableau.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><img decoding=\"async\" width=\"700px\" src=\"https:\/\/imgur.com\/W61YJhR.png\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The request should look like:<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">[url] + &#8216;sites\/&#8217; + [site_id] + &#8216;\/views\/bf7e49b7-ff20-4bb4-ad80-42015d706e32\/data&#8217;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Of course, use your own view_id.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">For the download tool, we once again put the URL under the Basic tab, choose our X-Tableau-Auth under the header tab and choose GET under the payload tab.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">From here, we just need to parse out our data depending on how Tableau gives it to us. In my case, the data came out funky in the DownloadData column and I needed to use a split to rows and then a split to columns in order to clean my data up. Lastly I used a dynamic rename to take my column headers that were in the first row of data. You can see I still need to parse out the quotations from the final column, but at this point you get the idea \ud83d\ude42<br># Final Words<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Now that you have gotten started with the Tableau API in Alteryx, a whole world of new thing to do is open for you. Try using the reference documentation to download and or publish a workbook automatically &#8211; the possibilities are endless!<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">If you have any questions you are always welcome to reach out to get in touch with me or one of our experts on&nbsp;<a href=\"mailto:info@inviso.dk\" target=\"_blank\" rel=\"noreferrer noopener\">info@inviso.dk<\/a>&nbsp;or&nbsp;<a href=\"https:\/\/en.inviso.dk\/kontakt-os\" target=\"_blank\" rel=\"noreferrer noopener\">give us a call<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Carlene \u00d8stergaard is a data wiz and Alteryx and Tableau expert at Inviso by Devoteam One of the magical things about Tableau and Alteryx is how well they work together. Today we are going to take that even further, and use the Tableau API within Alteryx. With this we can do several magical things, including [&hellip;]<\/p>\n","protected":false},"featured_media":0,"template":"","categories":[],"tags":[],"industry":[],"class_list":["post-516890","expert-view","type-expert-view","status-publish","hentry"],"acf":[],"cards":"\n\t<div class=\"single-post-card\">\n\n\t\t\n\n\t\t\n\t\t<div class=\"wp-block-group is-vertical is-layout-flex wp-container-core-group-is-layout-43282307 wp-block-group-is-layout-flex\">\n\t<p style=\"font-style:normal;font-weight:700\" class=\"has-link-color wp-elements-1 wp-block-lp-post-type has-text-color has-primary-color has-small-font-size\">Expert View<\/p>\n\n\t\t\n\t\t<h3 style=\"font-style:normal;font-weight:400\" class=\"wp-block-post-title has-base-font-size\"><a href=\"https:\/\/devoteam.info\/en-pt\/expert-view\/tableau-api-with-alteryx\/\" target=\"_self\" >Using Tableau server API with Alteryx to download data from a Tableau dashboard<\/a><\/h3><\/div>\n\t\t\n\t<\/div>\n\n","yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v28.4 (Yoast SEO v28.4) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Using Tableau server API with Alteryx to download data from a Tableau dashboard | Devoteam<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/devoteam.info\/en-pt\/expert-view\/tableau-api-with-alteryx\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Using Tableau server API with Alteryx to download data from a Tableau dashboard\" \/>\n<meta property=\"og:description\" content=\"Carlene \u00d8stergaard is a data wiz and Alteryx and Tableau expert at Inviso by Devoteam One of the magical things about Tableau and Alteryx is how well they work together. 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