Automate Your Workflow Using Tableau Server Client and the REST API

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Ashlie Harmon
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2 Welcome

3 # T C 1 8 Automate Your Workflow Using Tableau Server Client and the REST API Chris Shin Software Engineer Developer Platform Ang Gao Software Engineer Developer Platform

4 Enabling Integrations for Developers Embedded Analytics Integrations Extensions Data Connectivity Data Science Automation Tableau Platform

5 What You Will Learn Today What are the Tableau REST APIs? What is the Tableau Server Client Library? Demos! - Let s build an automated workflow! Add User to Site Add User to Group Create Project Publish Workbook Subscribe to Workbook

6 What is Tableau REST API & Tableau Server Client?

7 What is REST? What to DO: HTTP verb Create Read Update Delete POST GET PUT DELETE Data to ACT WITH: XML or JSON in request & response body <tsrequest> <user name="alice" siterole="explorer" /> </tsrequest> What to ACT ON: URI/endpoint

8 What is Tableau Server REST API? User management Create, Query, Update users Content and permission management Query, Modify, Publish Workbook Query, Modify, Publish Data sources Server organization Sites, Projects, Groups, Permissions, Schedules, Subscription, Tags

9 What Can REST API Do? Embedded analytics Content auditing Workflow integration Enterprise automation

10 A Typical Request Request to Create Group: curl X POST H X- Tableau-Auth:12ab34cd56ef78ab90cd12ef34ab56cd" d <tsrequest><group name= TC18" /></tsrequest>

11 A Typical Request Request to Create Group: curl X POST H X- Tableau-Auth:12ab34cd56ef78ab90cd12ef34ab56cd" d <tsrequest><group name= TC18" /></tsrequest>

12 A Typical Request Request to Create Group: curl X POST H X- Tableau-Auth:12ab34cd56ef78ab90cd12ef34ab56cd" d <tsrequest><group name= TC18" /></tsrequest>

13 A Typical Request Request to Create Group: curl X POST H X- Tableau-Auth:12ab34cd56ef78ab90cd12ef34ab56cd" d <tsrequest><group name= TC18" /></tsrequest>

14 A Typical Request Request to Create Group: curl X POST H X- Tableau-Auth:12ab34cd56ef78ab90cd12ef34ab56cd" d <tsrequest><group name= TC18" /></tsrequest>

15 Demo Time! Add User to Site Add User to Group Create Project Publish Workbook Subscribe to Workbook

16 Demo Time! Add User to Site Add User to Group Create Project Publish Workbook Subscribe to Workbook

17 Transition Slide

18 What is the Tableau Server Client? Client library written in Python Built on top of the Server REST API Handles the plumbing Intuitive API design Available on PyPI pip install tableauserverclient Open source project (

19 TSC Introduction Add User to Site Add User to Group Create Project Publish Workbook Subscribe to Workbook

20 Tableau Server Client Create Project import tableauserverclient as TSC # Set up Authentication server = TSC.Server("server_address") server.use_server_version() tableau_auth = TSC.TableauAuth("username", "password") with server.auth.sign_in(tableau_auth): # Create new project new_project = TSC.ProjectItem("project_name", "description") new_project = server.projects.create(new_project)

21 Tableau Server Client Create Project import tableauserverclient as TSC # Set up Authentication server = TSC.Server("server_address") server.use_server_version() tableau_auth = TSC.TableauAuth("username", "password") with server.auth.sign_in(tableau_auth): # Create new project new_project = TSC.ProjectItem("project_name", "description") new_project = server.projects.create(new_project)

22 Tableau Server Client Create Project import tableauserverclient as TSC # Set up Authentication server = TSC.Server("server_address") server.use_server_version() tableau_auth = TSC.TableauAuth("username", "password") with server.auth.sign_in(tableau_auth): # Create new project new_project = TSC.ProjectItem("project_name", "description") new_project = server.projects.create(new_project)

23 Demo Time! Add User to Site Add User to Group Create Project Publish Workbook Subscribe to Workbook

24 Publishing Workbook REST API Multipart XML request body Chunked data upload if > 64MB Over 300 lines of code

25 Demo Time! Add User to Site Add User to Group Create Project Publish Workbook Subscribe to Workbook

co/tcdevtrack Tableau Developer Program http://tableau.

26 #DataDev Resources TC18 Developer Track Content Tableau Developer Program Free environment for development Early access to info and APIs Tableau on GitHub

27 #DataDev Resources TC18 Developer Track Content Tableau Developer Program Free environment for development Early access to info and APIs Tableau on GitHub

28 A U T O M AT I O N R E L AT E D S E S S I O N S (Hands on Training) REST API Oct-23 14:15 16:45 L2-288 Oct-24 10:15 12:45 L2-254 Big Easy Data Security Scalable Roux Level Security Oct-23 16:00 17:00 L2-297 Oct-24 15:30 16:30 L2-297 APIs for Server Admins REST, Extract, TSM, Oh My! Oct-24 12:00 13:00 L3-383 Chalk Talk Tableau Server Automation APIs Oct-24 15:30 16:30 L2 R02

29 S E S S I O N R E P E AT S Automate Your Workflow Using Tableau Server Client and the REST API Oct 25th 10:45 11:45

30 #TC18 Thank you!

31 Please complete the session survey from the Session Details screen in your TC18 app

Extract API: Build sophisticated data models with the Extract API

Welcome # T C 1 8 Extract API: Build sophisticated data models with the Extract API Justin Craycraft Senior Sales Consultant Tableau / Customer Consulting My Office Photo Used with permission Agenda 1)