Tableau Cloud Help

You can't change the “#/site” portion of the URL (for example, http://localhost/#/site/sales). In multi-site server environments, these segments appear in the URL for sites other than the Default site.

If you set a server limit and the site exceeds it, publishers will be prevented from uploading new content until the site is under the limit again. Server administrators can track where the site is relative to its limit using the Max Storage and Storage Used columns on the Sites page.

For more information, see Set a Site’s Web Authoring Access and Functions(Link opens in a new window) in Tableau Cloud Help.

If you allow site administrators to manage users, specify how many users they can add to the site by selecting one of the following:

• Server Limit adds the number of available server seat licences. For a server with core-based licensing, there is no limit.
• Site Limit lets site administrators add users up to a limit you specify.
• Site Role Limit lets site administrators add users of each site role up to the licence limit you specify for the site.

For more information, see View Server Licences(Link opens in a new window).

Note: If you use Tableau Server, your administrator can disable Guest Access.

Linked Tasks

(Tableau Server and Site Administrators only)

Lets Server administrators enable users to schedule flow tasks to run one after the other. They can also enable users to trigger the scheduled flow tasks to run using Run Now.

This setting can be applied at the server level to include all sites on Tableau Server. The setting can be disabled at the site level to include only specific sites.

If the setting is turned off after linked tasks are scheduled, any tasks that are running will complete and the scheduled linked tasks are hidden and no longer show on the Scheduled Tasks tab.

For more information, see Schedule Linked Tasks(Link opens in a new window).

Note: If you use Tableau Server, your administrator can override this site setting.

Controls whether generative AI functionality is enabled for Tableau features. For example, Tableau Pulse can use generative AI to summarise key metric insights using natural language so they are easier to understand.

Some generative AI features require Tableau+ and a connection to a Salesforce org with Einstein generative AI set up. For more information about how to turn on AI in Tableau features, see Turn On AI in Tableau for Your Site(Link opens in a new window).

To learn more about Tableau AI, see AI in Tableau(Link opens in a new window).

Controls whether users can provide thumbs-up or thumbs-down feedback on individual insights. When this setting is turned on and users provide feedback, that feedback is used by the Tableau Pulse insights platform to further personalise and rank the types of insights it shows to a user.

This setting is independent of the setting to deploy Tableau Pulse. When Personalised Insight Ranking is turned off, users won't be able to submit thumbs-up or thumbs-down feedback on individual insights. For more information, see "Turn off Personalised Insight Ranking" in Set Up Your Site for Tableau Pulse(Link opens in a new window).

High-Visibility Data Labels in View and Workbook Subscriptions

Controls whether subscriptions include relevant upstream high-visibility data quality warnings and sensitivity labels in the email. On Tableau Server, these options are available only if you first turn on and configure subscriptions(Link opens in a new window). For more information on data quality warnings, see Set a Data Quality Warning. For more information on sensitivity labels, see Sensitivity Labels.

Previously titled Data Quality Warnings in Subscriptions.

Note: Data quality warnings and sensitivity labels are a feature of Tableau Catalog, which is part of Data Management.

Note: If you use Tableau Server, your administrator can disable Recommendations.

Flow Parameters

(Tableau Server and Site Administrators only)

Enables users to schedule and run flows that include parameters.

Administrators can also enable flow parameters to accept any value. If this option is enabled, any flow user can enter any value in a parameter, potentially exposing data that the user should not have access to.

Starting in version 2023.2, administrators can enable system parameters that allow users to apply date or time parameters to flow output names for file and published data source output types. When the flow is run, the start time is automatically added to the flow output name.

Parameters can be entered in an input step for file name and path, table name or when using custom SQL queries, in an output step for file name and path and table name, and in any step type for filters or calculated values.

Flow parameter settings can be applied at the server level to include all sites on Tableau Server. The settings can be disabled at the site level to include only specific sites.

For more information about using parameters, see Create and Use Parameters in Flows(Link opens in a new window) in the Tableau Prep help.

Note: If you use Tableau Server, your administrator can disable this site setting.

Note: If you use Tableau Server, your server administrator can disable this site setting.

Controls whether email notifications for data-driven alerts and subscriptions to workbooks and views are sent using the Tableau email server or your own SMTP server. When you use your own SMTP server, you can customise the email sender's name as well as the domain used in the sender's email address and the domain for links in the notifications emails. Added for Tableau Cloud in February 2024.

Separately from the SMTP settings, you can control whether the email notifications sent to users for data-driven alerts and subscriptions include links. These links direct users to your Tableau site to see the content and manage the alert or subscription. A link to unsubscribe is always included in notification emails, regardless of whether this setting is on. Added for Tableau Cloud in June 2023.

Enables local group membership to be controlled and managed by your SSO IdP or through a Tableau connected app by dynamically asserting group membership when a user authenticates to Tableau Cloud. Requires additional configuration in the SAML assertion, OIDC assertion or JSON web token (JWT). For more information, see Dynamic group membership using assertions.

Add and manage domains that enable dedicated Bridge pool access to private network data on behalf of Tableau Cloud.

When authoring flows on the web, enable users to apply Einstein Discovery-powered models to their flows to bulk score predictions for their data.

For more information, see Configure Einstein Discovery Integration(Link opens in a new window) in the Tableau Server help.

Displays connections between a Slack workspace and the Tableau site. When connected, Tableau site users can see their Tableau notifications in the connected Slack workspace.

In Tableau Cloud, you can request that the Slack workspace administrator install the Tableau for Slack app, then finalise the connection once installed. For more information, see Integrate Tableau with a Slack Workspace.

Publish to Salesforce

(Beta on Tableau Cloud and Tableau Server)

When a view is published to Salesforce, anyone with access to the selected app can see that the content exists. However, only those signed in with existing Tableau permissions can see the view. For more information, see Publish Views to Salesforce (Beta).

Create and manage Tableau-connected apps, or explicit direct trust or OAuth 2.0 trust relationship between your Tableau Cloud site and custom applications and programmatically authorise access to the Tableau REST API on users' behalf using JSON web tokens (JWTs). For more information, see Use Tableau Connected Apps for Application Integration(Link opens in a new window) in the Tableau Cloud Help.