Tableau integration
Sync Tableau users, BI assets, and group memberships with your service management platform to maintain accurate data governance and streamline analytics team collaboration.
What it connects
- All users and their account details including site roles, login history, and authentication settings across your Tableau site.
- Groups and their membership hierarchies for maintaining accurate team structures and access control for analytics projects.
- Workbooks and dashboards that power your analytics initiatives, including ownership, creation dates, and project organization.
- Data sources and their configurations including certification status, ownership details, and which workbooks depend on them.
What it automates
- Add and remove users from Tableau groups to ensure team membership stays in sync when organizational changes occur.
- Manage user site roles and licensing to automatically adjust Tableau access when employees change roles or teams.
- Create new groups in Tableau for projects and teams to standardize access control without manual provisioning.
- Update ownership and apply governance tags to workbooks and data sources during team transitions or compliance reviews.
In practice
When a data analyst joins the finance team, STLabs automatically adds them to the Tableau finance group and assigns the correct site role, provisioning their access to financial dashboards and data sources.
During a departmental restructure. STLabs removes users from their old analytics groups and adds them to new ones, ensuring dashboard access is updated without exposing sensitive financial data to the wrong team.
When a business user departs, STLabs identifies all workbooks and data sources they own, reassigns ownership to a manager, and updates access tags, preventing orphaned analytics assets and maintaining governance compliance.
A compliance audit flags unauthorized certification status on critical data sources; STLabs updates certification metadata and applies governance tags across related workbooks, automatically documenting the remediation in your service management system.
