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.
