Tableau Server is a powerful business intelligence tool that allows organizations to share, collaborate on, and publish data insights and dashboards. One way to make the most of Tableau Server is through automation, which can help streamline processes and improve efficiency.
Here are some ways to automate Tableau Server:
1. USE TABLEAU SERVER REST API
The Tableau Server REST API allows you to programmatically access and manage Tableau Server resources, such as workbooks, data sources, and users. This can be useful for automating tasks such as publishing workbooks, creating users, and updating data sources.
2. USE TABLEAU SERVER CLIENT (TSC)
TSC is a Python library that allows you to access and manage Tableau Server resources using Python scripts. TSC is particularly useful for automating tasks that require more complex logic, such as refreshing multiple data sources or scheduling extract refreshes.
3. USE TABLEAU SERVER MANAGEMENT ADD-ON (TSMA)
TSMA is a paid add-on for Tableau Server that provides additional tools for managing and automating Tableau Server tasks. With TSMA, you can automate tasks such as creating sites, managing user permissions, and scheduling extract refreshes.
4. USE TABLEAU SERVER'S BUILT-IN SCHEDULING AND ALERTING FEATURES
Tableau Server includes built-in scheduling and alerting features that allow you to automate tasks such as refreshing data sources and publishing workbooks. You can schedule these tasks to run at specific times or when specific conditions are met.
By using these automation tools, you can streamline your Tableau Server workflow and save time and resources. Automation can also help ensure that your data is up to date and accurate, as tasks such as data source refreshes can be automated to run on a regular basis
Patricia Thomas
Hi, I am Patricia. I am responsible for designing and building the data architecture for our clients, as well as ensuring that the data is secure,
accurate, and reliable. I have a strong background in computer science and have experience working with a variety of data technologies and tools.
I am skilled at problem-solving and enjoy collaborating with cross-functional teams to find creative solutions to complex data challenges.