Tableau is a leading data visualization and analytics platform. It allows users to create interactive visualizations and dashboards, enabling actionable insights for data analysis, reporting, and decision-making across various industries.
Key features
Data Connectivity
Visual Analytics
Interactive Dashboards
Collaboration and Sharing
Scalability and Performance
Note: A Platform Account (HPID) with Report Admin or IT Admin rights is required. Creating a service account is the recommended approach.
Login to Tableau Cloud App:
Go to the Tableau Cloud URL: https://sso.online.tableau.com/public/idp/SSO
In the login page, enter your credentials. Click Sign in to access the Tableau Cloud environment.
Tableau Desktop:
Download and launch Tableau Desktop. The application will usually prompt you for credentials. After authentication, your Tableau Desktop environment opens.
HP Workforce Experience (WXP): Tableau Connector Activation
Activate the Tableau connector in WXP to visualize data in Tableau Cloud.
In the WXP, go to Integrations > Connectors.
In the Tableau card, click Connect.
In the activation pop-up, click Activate.
In the pop-up, sign in with the Tableau username and password. Click Connect.
The Tableau integration card displays Connected.
Tableau Data Connection and Refresh Schedule
Estimated time for initial data pull: Maximum 10 minutes.
Data refresh frequency: Every 24 hours from connection time.
Troubleshooting Tips
Common Issues and Solutions:
Error: "Connection Failed"
Cause: Incorrect data source credentials or the server is unreachable.
Solution: Verify data source credentials and network connectivity.
Issue: Workbook Not Publishing
Cause: The file size exceeds the allowed limit, or you lack the necessary publishing permissions.
Solution: Compress the workbook or confirm you have the correct user permissions.
Contact Us
For any assistance, [create a support case] or email [email protected].