How to add multiple users to Tableau integration ?

Category: OKRs

You can now add multiple user connections while integrating your Tableau account with Profit.co.

Why this feature?

Profit.co enables users to integrate tableau with their accounts and automate their key results progress. This feature allows you to add any number of users to tableau integration. Note: Only Superusers can add users and connect them to tableau via Settings.

Step 1

Navigate to Settings → Integrations → Connectors.

connectors

Step 2

In the Integrations page, click on the Manage button of Tableau.

manage

To add users and connect them to Tableau click on the + Plus icon.

add_users

Step 3

Fill in the necessary details in the Connect to Tableau form.

connect_to_tableau

Step 4

Here two connections are established.

manage_tableau

Step 5

Once the connection is established, the users who have been given access to view these two connections, i.e Public view, can switch between the established connections and create key results.

public_view

Note : Tableau integration is possible only with Increase and decrease KPI.

Related Answer Post:

To learn how to set up Tableau integration using Username & Password, click here.

To learn how to set up Tableau integration using Access Token, click here.

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