Integration · Analytics and data
AI agents for Tableau
Find workbooks, views and published data sources on Tableau Cloud or Tableau Server, read a view's data as CSV, query a published data source with the VizQL Data Service, search content through the Metadata API.
- Actions
- 10
- Read
- 9
- Write
- 1
Actions
What your agents can do in Tableau
Find workbooks, views and published data sources on Tableau Cloud or Tableau Server, read a view's data as CSV, query a published data source with the VizQL Data Service, search content through the Metadata API, and refresh extracts, signed in with a personal access token.
Read 9
Look things up. Nothing changes.
Get the signed-in session
Returns the site and user this connection is signed in as: the site's id (a LUID, which every other site action needs as site_id), name and contentUrl, and the user's id, name and siteRole.
List workbooks
Lists the workbooks on the site the signed-in user may see, as workbooks.workbook.
List views
Lists the views (sheets and dashboards) on the site, as views.view.
Get a view's data
Downloads the data behind one view (a sheet; for a dashboard, use one of its sheets) as CSV text in result, the first line naming the columns.
List published data sources
Lists the published data sources on the site, as datasources.datasource.
Read a data source's fields
Lists the fields of a published data source through the VizQL Data Service, in data.
Query a published data source
Runs a query on a published data source through the VizQL Data Service and returns rows in data, one object per row keyed by field (aggregated fields as SUM(Sales)).
Search content with the Metadata API
Runs a GraphQL query against Tableau's Metadata API (catalog and lineage) and returns its data.
Get a job
Reads a background job, like an extract refresh: job with id, type, progress (percent), createdAt, startedAt, completedAt and finishCode.
Write 1
Create, change or send.
Refresh an extract
Starts a refresh of the extract behind a published data source or a workbook, now, as a background job.
A person can approve first
Any write action can be set to wait for a person's approval before it runs, so an agent asks before it changes anything.
Connection
How it connects
Connect it once in the console, then give it to the agents and workflows that need it.
Enter the sign-in details Tableau gives you for its API.
What you enter
- Personal access token name
- Personal access token secret
Settings
- Server address
Kept safe
- Credentials are stored encrypted with your organization's own keys.
- They are opened only by the process that makes the call, at the moment it runs, and never go into a prompt or the browser.
- Calls go only to the tool's own servers.
Ideas
Ideas to start with
Starting points made only from the actions above. Mix them with any other tool your agents can use.
- 01
Ask about your Tableau data
Ask a question in plain words. The agent can get the signed-in session, list workbooks or list views in Tableau, then answers with what it found.
- 02
Let an agent update Tableau
Have the agent refresh an extract in Tableau as part of a larger task. Turn on approval and a person signs off on each change first.
- 03
Share what it finds in Slack
Give one agent Tableau and Slack: it can get the signed-in session in Tableau and post a summary to a Slack channel in the same run.
Works well with
More Analytics and data tools
- Google Analytics4 actionsRun Google Analytics 4 reports (users, sessions, views, conversions by page, source, country …), see who is on a site right now, and find the properties a person can read, signed in with the person's own Google account.
- Mixpanel4 actionsSend events to a Mixpanel project and query event counts, segmentation and saved Insights reports, in the US, EU or India data residency, with a service account.
- Amplitude14 actionsSend events to an Amplitude project and read its analytics: event counts and segmentation, funnels, retention, active users, saved charts, cohorts and one user's activity, in the US or EU data center.
- PostHog5 actionsQuery product analytics with HogQL, list recent events and persons, check which feature flags a user gets, and add annotations, in a PostHog Cloud project (US or EU) with a personal API key.
- Power BI5 actionsList Power BI workspaces and semantic models, refresh a model, push rows into a push dataset and run DAX queries, as the signed-in person.
- Adobe Analytics9 actionsRun Adobe Analytics reports (metrics like page views, visits, visitors, orders and revenue over a date range, ranked by any dimension and filtered by segments) on a company's report suites.
FAQ
Tableau and MyDeepAgents
Can MyDeepAgents connect to Tableau?
Yes. The Tableau connector has 10 actions: 9 read and 1 makes changes. Your agents can call them as tools, and your workflows can run them as steps.
How do I connect Tableau?
Enter the sign-in details Tableau gives you for its API. You'll need: Personal access token name and Personal access token secret. The connection also asks for: Server address. Credentials are stored encrypted with your organization's own keys and are opened only at the moment of a call.
Can an agent change data in Tableau without asking?
Only if you let it. Its one action that changes data can be set to wait for a person's approval before it runs.
Can I use Tableau in workflows as well as agents?
Yes. Every Tableau action also works as a step in a workflow, and the same connection serves your agents and your workflows.
Early access
Put Tableau to work
Connect it in a few minutes, give an agent the actions it needs, and decide which changes wait for a person.