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Tableauanalytics
10 available actions
What your AI agent can do in Tableau
Tableau is a visual analytics platform transforming the way we use data to solve problems This page lists every available action. Your agent only receives the actions and permissions required for the role you approve.
Showing all 10 actions.
Common starting points
- Get Current SessionReturn the Tableau site and user identity established by the connected PAT, including their LUIDs and the user's current site role.
- Get Server InfoReturn the connected Tableau deployment's product, build, and supported REST API versions.
Browse all 10 actions by capability
Open a capability to see every supported action and its description.
Find & reviewLook up and review existing recordsView 10 actions
- Get Current SessionReturn the Tableau site and user identity established by the connected PAT, including their LUIDs and the user's current site role.
- Get Server InfoReturn the connected Tableau deployment's product, build, and supported REST API versions.
- Get WorkbookReturn one Tableau workbook by LUID, including its project, owner, tags, views, and freshness settings when available.
- List Data SourcesList published data sources visible to the connected PAT on its signed-in Tableau site, with optional filtering and sorting, one page at a time.
- List GroupsList groups the connected PAT is permitted to see on its signed-in Tableau site, with optional filtering and sorting, one page at a time.
- List JobsList active asynchronous jobs the connected PAT is permitted to see on its signed-in Tableau site, optionally narrowed with a Tableau filter expression, one page at a…
- List ProjectsList projects visible to the connected PAT on its signed-in Tableau site, with optional filtering and sorting, one page at a time.
- List UsersList users the connected PAT is permitted to see on its signed-in Tableau site, with optional filtering and sorting, one page at a time.
- List ViewsList views visible to the connected PAT on its signed-in Tableau site, with optional filtering, sorting, and usage statistics, one page at a time.
- List WorkbooksList workbooks visible to the connected PAT on its signed-in Tableau site, with optional filtering and sorting, one page at a time.
Connection record
A connection you can control.
- Sign-in
- Customer-managed key
- Setup
- Use a key you create and control. It is stored securely and limited to the work agreed for the role.
- Boundaries
- Only the approved role and actions.
- Off switch
- Revoke the connection from your account.
FAQ
Before you connect Tableau
How does the agent connect to Tableau?
With a key you create and control. It is stored securely, permissions are limited to what the agent needs, and you can revoke it at any time.
What can the agent actually do in Tableau?
The page above lists the 10 actions currently available through the Tableau connection. The role determines which of those actions the agent may use, and write access is only enabled when the workflow needs it.
Is Tableau included in my plan?
Connections are priced per tool on top of the base plan. Some are included and some are premium. See pricing for how connection charges work.
How long until Tableau is ready?
Timing depends on the sign-in method, permissions and workflow being connected. We confirm the scope and setup plan before enabling the connection.
Bring the workflow together
Ready to put Tableau to work?
Start with the responsibility you want off your plate. We’ll map the connection and the boundaries around it.