Connect a Tableau integration

In this guide we will go through the steps to connect to a Tableau integration on the Tekst App. 

Setup

Step 1: Navigate to "Integrations".

On the Tekst platform, locate and click on the "Integrations" option. This is typically found in the bottom  navigation menu.

Step 2: Add a Tableau Integration

Click the Add Integration button in the top-right corner of the Integrations page to connect a new integration. A modal appears showing available providers, choose "Tableau" and click on "Connect"

Step 3: Create a user

Create a username that fulfills the below requirements:

• Contains only lowercase letters.
• Contains no special characters.
• Contains at least 6 characters.

This process creates a user within your customer-specific Amazon Redshift environment, allowing access to fetch data directly from Tableau.

Be sure to securely store the generated username and password in a password management tool for future use.

Step 4: Connect to the Tekst datasource in Tableau

Add an Amazon Redshift datasource connector to your Tableau project. Use your username and password to authenticate and following parameters: 

• Server URL: customer.redshift.tekst.com

• Database: data

• Port: 5439

Select the "public" schema and add the "datasources" and "threads" tables to your environment.

If you have an issue following this guide or have any other questions, please submit a request or send your question to support@tekst.com.