Using Tableau with SoterAI
Connect Tableau to SoterAI and ask questions about the data behind your dashboards in plain language.
Like every SoterAI connector, the Tableau connection is read-only: SoterAI can read and search your data, but it cannot create, edit, or delete anything in Tableau.
Assisted setup. Tableau is connected with help from our team. In the Connectors panel, its card shows Request setup instead of Connect. You bring the access details from your side, and we set up the connection to your workspace for you — there is nothing to install.
Before you request setup
Have the following ready before you send your request:
- Your Tableau Cloud or Tableau Server URL
- Your site ID
- A Personal Access Token (name and secret) from a dedicated user with API access to the data you want to connect
Keep your credentials safe. Don't paste passwords, secrets or tokens into the request email. List which details you have ready, and our team will confirm how to share them securely. Use credentials scoped to the minimum access you need.
What SoterAI can access
Once connected, SoterAI has read-only access to:
- Workbooks, views and data sources the dedicated user can reach
Access is always limited to what the credentials you provide are allowed to read.
What SoterAI cannot do
- Cannot create, edit, or delete records in Tableau
- Cannot submit forms or trigger workflows inside Tableau
- Cannot access data outside the scope of your credentials
- Cannot change configuration, permissions, or user access
How to request setup
- 1Click the puzzle piece icon in the chat input bar to open the Connectors panel.
- 2Open the Available tab and find Tableau under Data & analytics (use the Search integrations bar if needed). The card shows a short summary of what we'll need.
- 3Click Request setup. A prefilled email to our support team opens, with the connector name and your workspace already filled in, plus the same checklist.
- 4Add any details you already have (without credentials) and send it.
- 5Our team will reply to arrange the next steps and set up the connection. Once it's live, Tableau appears in your Connected tab and you can use it in chat like any other connector.
If your email app doesn't open, write to help@soteranalytics.com with the subject ‘Connector setup request: Tableau’.
To remove access at any time, open the Connectors panel and click Disconnect on the Tableau card in the Connected tab.
Example queries
Once connected, just ask naturally.
Exploring your dashboards
- "What does our safety KPI workbook show for last quarter?"
Reading and analysing
- "Which sites are trending worst on the incident rate view?"
- "Summarise the key changes in our Tableau safety dashboard this month"
Use cases
Plain-language dashboard insights
Ask what a dashboard is showing instead of opening each view and interpreting it yourself.
Combining Tableau data with SoterAI analysis
Bring your Tableau data together with SoterAI’s safety analysis so dashboard figures can be reviewed in the context of your wider data.
Faster reporting for leadership
Turn the headline movements in your dashboards into a short written summary for leadership in a single conversation.
Troubleshooting
| Issue | Solution |
|---|---|
| My email app didn’t open when I clicked Request setup | Write to help@soteranalytics.com with the subject ‘Connector setup request: Tableau’. |
| SoterAI can’t see certain records | Access is limited by the permissions of the credentials you supplied. Ask your Tableau administrator to confirm what they can read. |
| Slow responses on large queries | Narrow your question, for example to a date range, site, or single record type. |
| Access stops working | Personal Access Tokens can expire or be revoked. Create a new token for the dedicated user and contact our support team. |
For more general help, see Troubleshooting external app connections.