Admin credentials required

To complete this guide, you will need Tableau admin credentials.

This guide explains how to create a service account for Monte Carlo on Tableau.

To review all steps necessary to integrate a BI tool with Monte Carlo, please see here.

Creating a service account

To create a service account:

  1. Please sign in to your Tableau instance with your admin credentials.
  2. Go to the Users page, and click Add Users > Add Users by Email.
  3. Create a new user for Monte Carlo with the Site Administrator Creator role. You will need to use a real email address to activate and select a password for the account.

Please note that due to limitations in Tableau's permission structure, Monte Carlo requires the read/write role Site Administrator Creator. However, Monte Carlo uses Tableau's APIs in a read-only manner and will never modify any of your Tableau configurations.

Providing service account credentials during onboarding

When using Monte Carlo's onboarding wizard, please provide the following details to validate and complete the integration:

  • User and Password: Please provide the credentials you chose while creating the service account.
  • Server Name and Site Name: To find out your server and site names, please visit your Tableau account in your browser, and check the URL in your browser’s address bar. For example:

What’s Next

Modifying an existing Tableau connection? See:

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