Table of Contents

Tableau

Yasuhiro Miyoshi Updated by Yasuhiro Miyoshi

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Preparation

How to log in to Tableau

Enter your email address and password on the Tableau login page to log in.

How to get the workspace key and Base URI

After logging in to Tableau, save the URL as a workspace key and Base URI.

Base URI /#/site/workspace key/ home

How to get the Token ID and Token Secret

After logging into Tableau, select your account in the upper right corner and click on "My Account Settings".

From the Settings tab, scroll down the screen a bit to "Personal Access Tokens".

Enter any name for the token name and click the "Create New Token" button.

The following screen will appear.

Please save the token name as "Token ID" and the token secret as ITMC's "Token Secret".

Integration setup

Search for Tableau on the Admina by Money Forward integration screen.

Enter the workspace key, Token ID, Token Secret, and Base URI obtained in the previous step, and click Integrate.

If the link is successful, the registered user information will be displayed in the account list.

If it is not completed normally, edit it from the status tab of the integration screen and try the Integration again.

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