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Tableau Integration Guide

Learn how to connect Tableau to Drata. This connection supports the following types: User Access Reviews (UAR).

Updated this week

The Tableau integration enables security and compliance teams to automate User Access Reviews (UAR) by syncing user and role data directly from Tableau. This helps organizations review who has access to Tableau and monitor assigned roles to support compliance monitoring.


Key Capabilities

  • User Access Monitoring: Retrieve Tableau user accounts for access review workflows

  • Role Visibility: Monitor roles assigned to users within Tableau sites

  • Compliance Monitoring: Maintain visibility into system access for audit readiness

This integration supports User Access Review workflows, helping demonstrate compliance with access control policies.


Prerequisites & Data Access

Tableau Access Requirements

  • You must have Site Administrator Creator privileges in your Tableau account.

  • You must obtain your Tableau Server URL and Content URL.

  • You must generate a Tableau Personal Access Token (PAT).

Drata Role Requirements

  • To create or modify connections, you must have one of the following Drata roles with write access: Admin, Workspace Manager, or DevOps Engineer

  • Access Reviewers can view the connection page but cannot create or modify connections


Permissions & Data Table

Permission / Access

Why It’s Needed

Personal Access Token

Authenticates the integration with Tableau

Server URL

Identifies the Tableau server instance

Content URL

Identifies the Tableau site being connected


Step-by-Step Setup

Step 1: Identify Your Tableau Server and Content URLs

  1. Log in to your Tableau account.

  2. Your Server URL and Content URL are found in the URL when you are logged in to your Tableau Cloud account.

    • Example given the URL: https://prod-uk-a.online.tableau.com/#/site/devb73211b483/users

    • Server URL: https://prod-uk-a.online.tableau.com

    • Content URL: devb73211b483

Expected outcome:
You have copied the Server URL and Content URL required for the integration.


Step 2: Create a Tableau Personal Access Token

  1. In Tableau, select your profile icon in the top-right corner.

  2. Select My Account Settings.

  3. In the Settings tab, scroll to Personal Access Tokens.

  4. Enter a name for the token.

  5. Select Create.

  6. Copy the following values and store them securely:

    • Token Name

    • Token Secret

Expected outcome:
You have created and saved the Personal Access Token credentials.


Step 3: Connect Tableau in Drata

  1. Log in to Drata → go to the Connections page.

  2. Navigate to your Available Connections.

  3. Search for and start the Tableau connection process.

  4. Enter the following information when prompted:

    • Server URL

    • Content URL

    • Personal Access Token Name

    • Personal Access Token Secret

Expected outcome:
Tableau is successfully connected and user access data begins syncing to Drata.


Important Notes

  • Authentication method: The Tableau integration uses a Personal Access Token (PAT).

  • Token security: Store your token secret securely and rotate it according to your organization’s security policies.

  • Network restrictions: If your organization uses a Web Application Firewall (WAF), ensure required Drata IP addresses are allowlisted so the connection can be established.

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