Connect Tableau to REST API: 2 Easy Methods

Tableau REST API allows you to manage and modify the Tableau Online site, Tableau Server, and Prep Conductor Resources programmatically with the help of HTTP. The API provides simple access to the functionality behind Tableau projects, site users, workbooks, data sources, flows, sites, and so much more.

This blog provides a detailed insight into REST API Tableau, including its key features, benefits, use cases, and importance. It then talks about the two methods you can use to connect Tableau to REST API. You will learn in depth about autonomous REST Connector and a third-party tool, Hevo Data. 

Let’s get started!

What is Tableau?

Tableau is a modern Data Analytics and Business Intelligence platform. It is an easy-to-use tool, hence, it offers a smooth experience to its users. Some of Its amazing features include real-time analytics, quick responsiveness, and interactive dashboards. 

It also offers simple yet appealing graphics/visualizations that you can use to present your data pictorially. It comes with all the features needed for data extraction, data processing, and generating reports and dashboards. 

It also offers a drag-and-drop functionality that makes it faster than other BI tools. It is also a very scalable tool, which gives it the capability to adapt to both individual and enterprise needs. You can also connect it to multiple data sources without the need to purchase a license. It is mobile-compatible and it comes with an online version. 

It can be used by all kinds of users and no specific skill or knowledge is needed to work with the tool. Users from any department in your company can use it for Data Analysis and Data Visualization. 

Key Features of Tableau

Tableau is a powerful tool and is widely used by a lot of industries. To understand Tableau better let’s look at some of its key features:

• Supports Multiple Data Sources
• Houses a Wide Range of Visualizations
• Allows Data Filtering
• Dynamic and Real-time Dashboards
• Powerful Collaboration

1) Supports Multiple Data Sources

Since every task is performed on data in Tableau, it allows you to integrate your data from a large variety of data sources like:

• Microsoft Excel
• CSV files
• MS SQL Server
• Oracle
• IBM DB2
• Google BigQuery
• Windows Azure
• ODBC/JDBC, etc

You can make use of these integrations to stream your data to Tableau and analyze it seamlessly.

2) Houses a Wide Range of Visualizations

Tableau also provides a large number of simple tools for its users (both for technical and non-technical people) and empowers them to create different types of visualizations using their data. You can use these tools and create simple or complex visualizations using Tableau. Its key visualizations include:

• Scatter plot
• Line plot
• Pie Chart 
• Bar Chart 
• Bullet Chart
• Highlight Tables
• Gantt Chart
• Boxplot, etc. 

Tableau’s Map features allow you to visualize your data on a geographical map. It is very useful if your data needs to be categorized region-wise or across various countries to help you analyze the performance of each region.

3) Allows Data Filtering

With the help of Tableau, you can filter data from a single source or multiple sources. But the only condition that needs to be satisfied for filtering data from multiple Data Sources is that the data must have the same dimensions. Once this is satisfied, Tableau automatically updates the required changes to all your worksheets using the same Data Sources and the same filters that you set previously.

4) Dynamic and Real-time Dashboards

You can build dynamic and interactive Dashboards using Tableau. Building Reports and Dashboards is made very simple by Tableau. You can make them more informative by adding colorful charts and diagrams. Using these real-time Dashboards, you can monitor everything in absolute depth for your organization. Tableau also houses a feature that allows you to share your Dashboards and Reports with other employees in the organization.

5) Powerful Collaboration

Every person can work a lot more efficiently if they understand their data and make informed decisions which are critical to success in any organization. Tableau was initially built to enable collaboration among employees. Using Tableau, all the members in a team can share their work, make follow-up queries with fellow peers, and share visualizations with any employee in the organization, allowing them to gain valuable insights easily.

Tableau gives its users the ability to work and understand the data they need from web editing and authoring to Data Source recommendations. You can easily publish your Dashboard to Tableau Server or Tableau Online within seconds and as a result, everyone in your organization can see your insights, ask various questions, and make the right decisions.

What is REST API?

REST API stands for Representational State Transfer, which presents some constraints of the REST architecture style. An HTTP request is used to access and use the data with commands such as PUT, GET, DELETE, POST, etc. 

A REST API, basically defines how different applications communicate over HTTP.  These different components remain loosely coupled and the transfer of information is fast and carried out efficiently. Since data formats aren’t defined, it serves a more diverse purpose and is easier to develop. Thus, REST APIs are a popular choice among web developers and have emerged as the standard protocol for web-based APIs.

The REST architecture can be understood as follows:

What is Tableau REST API?

You can use Tableau REST API to script interactions with Tableau resources and create your custom applications. Tableau REST API offers multiple methods for your convenience such as:

• Flow Methods: Flow Methods allow you to add, download, query, run and delete flows, flow permissions, and flow tasks to schedule.
• Metrics Methods: With Metric Methods you can get, update or delete metrics easily. You can even list metrics by the site through this method.
• Projects Methods: With these methods, you can easily query, create, delete, or update projects.
• Publishing Methods: Publishing Methods can help you publish flows, workbooks, or data sources. It can also allow you to append or initiate a file upload.
• Site Methods: There are a couple of Site Methods that allow you to create, delete, query, and update a site.
• Revisions Methods: These methods allow you to obtain, download or remove data source revisions or workbook revisions.

The Tableau REST API is based on the principles of REST (Representational State Transfer) protocol for Client-Server communication. The Client-server communication occurs over HTTP, for the Tableau Server using standard web requests.

While working with the Tableau REST API, you can use the following HTTP verbs to request actions from the server:

• PUT: This HTTP verb can be used to update existing resources, such as updating permissions, updating a user’s password, or changing a workbook owner.
• POST: You can use this verb to publish or create new resources, such as users, data sources, sites, and workbooks.
• DELETE: It can be used to remove a resource, for instance, deleting a workbook or user. It can also be used to dissociate a resource from a collection. For instance, if you use DELETE to remove a user from a site, which dissociates the user from the collection of users on the website, but doesn’t remove the user from the server. 
• GET: You can use GET to read information, such as downloading a workbook or getting a list of users.

What are the use cases of Tableau REST API?

The Tableau Server REST API allows you to manage and modify Tableau Server, Tableau Online sites, and Prep Conductor resources programmatically using HTTP. APIs provide easy access to features such as Tableau data sources, projects, workbooks, site users, sites, streams, and more. You can use this access to create your own custom applications or scripts to interact with Tableau resources. The following are the top four use cases of Tableau REST API:

1. You can integrate user management of Tableau Server with the user management of the embedding application.
2. With the help of Tableau REST API, one can manage server content and permissions based on the application’s state.
3. One can query Server metadata using Tableau REST API, so the right information is displayed to your user.
4. Tableau REST API help in automating the management of Tableau Server amongst many other applications.

Tableau REST API Example

As a Tableau REST API Example, here you can see the illustration of how to access Tableau API in Python.

How To Access Tableau API in Python

You can get information from a user by using the Tableau API URI. The URI identifies the site, project, workbook, user, or other resources that are being retrieved, added, updated, or deleted. The GET HTTP method will be used to retrieve records from the server. An example of URI syntax is as follows:

https://your-server/api/3.5/sites/site-id/groups/group-id/users

The URI holds the following information:

• your-server: This is the name or IP address of your Tableau Server.
• site-id: It contains the value of the site identifier.
• group-id: This is the group’s identifier.

 The site, groups, and other resources are represented by 16 hexadecimal value in the fllowing format: 9a8b7c6d5-e4f3-a2b1-c0d9-e8f7a6b5c4d.

1) Install Python dependency

To handle HTTP requests in this application, you will use the requests package. The following command will install the request and flask packages:

pip install requests
pip install flask

2) Get Tableau Site Users

Create a file by the name of tableu.py and add the below code to this file. You can get data using tableau API.

from flask import Flask
from flask_restful import Resource, Api
from flask_cors import CORS
import requests

app = Flask(__name__)
CORS(app) ## To allow direct AJAX calls

@app.route('/getGroups', methods=['GET'])
def home():
   try:        
    headers = {'Tableau-Auth': 'tableau token', 'Content-Type': 'application/json'}
    url = "https://your-server/api/3.5/sites/site-id/groups/group-id/users";
    res = requests.get(url, headers=headers)

    return r.json()

   except Exception as e:
    print('unable to get groups.')
    print(e.strerror)

if __name__ == '__main__':
   app.run(debug = True)

How to Set up Tableau REST API Integration?

Here are the different methods you can follow to set up Tableau Server REST API Integration in a seamless fashion:

• Method 1: Using Autonomous REST Connector for Tableau REST API Integration
• Method 2: Using Hevo for Tableau REST API Integration

Method 1: Using Autonomous REST Connector for Tableau REST API Integration

Here are the steps you can follow to establish a REST API Tableau connection using an Autonomous REST Connector:

• Step 1: Download and Install the Autonomous REST Connector
• Step 2: Authenticating Data Source
• Step 3: Create the ODBC Data Source
• Step 4: Connect from Tableau
• Step 5: Connecting to Multiple Endpoints

Step 1: Download and Install the Autonomous REST Connector

• Install and download the Autonomous REST Connector for ODBC. Next, you need to install the connector by running the setup executable file.
  If you don’t have the Tableau-supported driver downloaded yet, click this link.

Step 2: Authenticating Data Source

• Here, we’ll be using HubSpot as an example data source. HubSpot gives you two means of authentication- API Keys and OAuth. Autonomous REST Connector provides support for both methods. Here, you will be leveraging API Keys for authentication. Here is an instance of the request using the API key:

curl https://api.hubapi.com/contacts/v1/lists/all/contacts/all?hapikey=456****cfa 

Step 3: Create the ODBC Data Source

• Open ODBC Administrator (64-bit) and create a new data source by clicking on the Add button.
• Select DataDirect 8.0 Autonomous REST Connector as the driver for this step.

• On the configuration window, give a name to the data source and under REST Sample Path, paste the endpoint you wish to connect to. Suppose, you want to connect to the Get All Companies endpoint, you just have to paste that endpoint in the REST Sample Path as follows:

• Navigate to the Authentication tab and set the parameters as follows:

• Click on the Test Connect button in the previous step to establish a connection to the API.

Step 4: Connect from Tableau

• In this step, you need to connect to the data source from Tableau. In Tableau, select Other Databases (ODBC), and select HubSpot as the sample DSN you just created.

• Now you can see a list of tables made available through the Autonomous REST Connector. It does this by normalizing the JSON response from the API. Next, you need to access the REST API data as usual.

Step 5: Connecting to Multiple Endpoints

• To configure multiple endpoints for Autonomous REST Connector, you need to create a new file called <Data Source Name>.rest and configure the endpoints as shown below, and save the file:

• Open the ODBC Administrator and clear the REST Sample Path in the DSN Configuration you have created. Next, under the REST Config File, navigate to the configuration file <Data Source Name>.rest as shown below:

• Click on Test Connect to check if the connection has been established successfully. Next, open Tableau and refresh the connection. You will be able to see more tables that are normalized from the API by Autonomous REST Connector.

• You can then choose to Extract Data or use a Live Connection to request data from REST API on the go with the help of an Autonomous REST Connector.

A few limitations of this method are as follows:

• It is not as well-documented as the native Tableau REST API connectors. The Autonomous REST Connector is not as well-documented as the native Tableau REST API connectors. This means that it can be more difficult to use, and you may have to rely on community forums and other resources to find the information you need.

• It is not as reliable as the native Tableau REST API connectors. The Autonomous REST Connector is not as reliable as the native Tableau REST API connectors. This means that you may experience connection issues or data loss when using this tool.

• It does not support all of the features of the native Tableau REST API connectors. The Autonomous REST Connector does not support all of the features of the native Tableau REST API connectors. This means that you may not be able to use all of the features of Tableau when using this tool.

Method 2: Using Hevo for Tableau REST API Integration

Hevo is a No-code Data Pipeline. It supports pre-built data integrations from 150+ data sources such as REST APIs. Hevo offers a fully managed solution for your fully automated pipeline to set up Tableau REST API integration and will let you directly stream data to Tableau from a REST API. It will automate your data flow in minutes without writing any line of code. Its fault-tolerant architecture makes sure that your data is secure and consistent. Hevo provides you with a truly efficient and fully automated solution to manage data in real-time and always have analysis-ready data at Tableau.

Now you can transfer data from REST API to your target BI tool like Tableau for Free using Hevo!

Sign up here for a 14-Day Free Trial!

Hevo focuses on three simple steps to get you started

• Connect: Connect Hevo with REST API and various other data sources by simply logging in with your credentials/providing the correct end-point.
• Integrate: Consolidate your customer data from several sources in Hevo’s Fully- Managed Google BigQuery-based Data Warehouse and automatically transform it into an analysis-ready form.
• Visualize: Connect Hevo with Tableau and easily visualize your unified payments and sales data to gain better insights.

As can be seen, you are simply required to enter the corresponding credentials to implement this fully automated data pipeline without using any code.

The detailed documentation of the functionality offered can be found here.

Let’s look at some salient features of Hevo

• Fully Managed: It requires no management and maintenance as Hevo is a fully automated platform.
• Real-Time: Hevo offers real-time data migration. So, your data is always ready for analysis.
• Schema Management: Hevo can automatically detect the schema of the incoming data and maps it to the destination schema.
• 100% Complete & Accurate Data Transfer: Hevo’s robust infrastructure ensures reliable data transfer with zero data loss.
• Scalable Infrastructure: Hevo has in-built integrations for 100+ sources that can help you scale your data infrastructure as required.
• Live Monitoring: Advanced monitoring gives you a one-stop view to watch all the activities that occur within pipelines.
• Live Support: Hevo team is available round the clock to extend exceptional support to its customers through chat, email, and support calls.
• Transformations: Hevo provides preload transformations through Python code. It also allows you to run transformation code for each event in the Data Pipelines you set up. You need to edit the event object’s properties received in the transform method as a parameter to carry out the transformation. Hevo also offers drag and drop transformations like Date and Control Functions, JSON, and Event Manipulation to name a few. These can be configured and tested before putting them to use.
• Connectors: Hevo supports 150+ integrations to SaaS platforms, files, databases, analytics, and BI tools. It supports various destinations including Amazon Redshift, Snowflake Data Warehouses; Amazon S3 Data Lakes; and MySQL, SQL Server, TokuDB, DynamoDB, PostgreSQL databases to name a few.  

Explore more about Hevo by signing up for a 14-day free trial today.

Conclusion

This blog talks about the different methods you can use to connect REST API to Tableau in a seamless fashion, using Autonomous REST Connector and with the help of a No-code Data Pipeline, Hevo Data. It also gives a brief introduction to Tableau Server REST API. This includes a brief overview of the various methods enlisted under the Tableau Server REST API.

Hevo provides a No-Code Data Pipeline that allows accurate and real-time replication of data from 100+ sources of data such as REST APIs straight to your desired destination/BI Tool such as Tableau.  

Visit our Website to Explore Hevo

Give Hevo a try and Sign Up up for a 14-day free trial today! You can now transfer data from sources like REST API to your target destination like Tableau for Free using Hevo!