Tableau Workbook Refresh

Overview

Paradime provides a convenient way to trigger Workbook refreshes in Tableau, allowing you to keep your visualizations and dashboards up to date with the latest data.

By leveraging the Tableau REST API endpoint for refreshing Workbook, Paradime enables you to automate and schedule the refresh process based right after your dbt™ pipeline completes or in a separate schedule, using the on run completion trigger.

Prerequisites

Follow the Tableau integration guide to generate the API credentials

To enable Paradime to trigger a data extract, ensure that any required credentials are embedded within the extract. You can achieve this by editing the data source, clicking 'Publish', and then selecting 'Embed credentials'.

Use the generated credentials and set as environment variables for Bolt Schedules

• TABLEAU_PERSONAL_ACCESS_TOKEN_NAME

• TABLEAU_PERSONAL_ACCESS_TOKEN_SECRET

• TABLEAU_HOST

• TABLEAU_SITE_NAME

How to Configure Workbook Refresh

When setting up Tableau Workbook Refresh, you can provide one or more Workbook names whe setting up the task by adding the names in a separate line.

Tableau doesn't let you use the same Personal access token for multiple requests at the same time. So Workbook refreshes have to be executed sequentially not in parallel.

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Now, let's learn how to configure the Trigger Types of a Bolt Schedule.