Beginning with version 2021.3, Tableau Server and Tableau Cloud support integration with Slack, making Tableau notifications available to licensed Tableau users in their Slack workspace.

The Tableau for Slack integration lets you connect your Tableau site with a Slack workspace. After it’s enabled, Tableau users can see notifications in Slack when teammates share content with them, when they're mentioned in a comment or when data meets a specified threshold in a data-driven alert. If a site administrator in Tableau Cloud or a server administrator in Tableau Server enables notifications on a site, users can control which notifications they receive in Slack by configuring their Account Settings(Link opens in a new window). For more information, see See Tableau Notifications in Slack.

Some notifications preferences might not be available if the features are turned off for your site. For example, if the User Visibility setting is set to Limited, notifications are turned off. For more information, see Site Settings Reference and Manage Site User Visibility.

To integrate Slack with your Tableau site, there are a few necessary configuration steps, including some in your Tableau site and some in the Slack workspace you want to connect. This overview outlines these steps for both Tableau site administrators on Tableau Cloud or a Tableau Server Administrator on Tableau Server and Slack workspace administrators.

Requirements

Enabling Tableau in Slack requires both a Slack workspace administrator and either a Tableau site administrator in Tableau Cloud or a Tableau server administrator in Tableau Server.

Connect a Tableau Cloud site to a Slack workspace

Tableau Cloud site administrators can connect one or more Tableau Cloud sites to a Slack workspace. Connecting consists of these tasks:

  • Tableau site administrator: Request permission to the Slack workspace through Tableau's site settings.
  • Slack workspace administrator: Add the Tableau app to a Slack workspace by approving a request from the Tableau administrator for permission to access the Slack workspace.
  • Tableau site administrator: Connect your Tableau site to Slack.

Step 1: Request permission to the Slack workspace

Tableau site administrator

  1. Sign in to the site you’d like to connect to Slack. On the Settings page of your site, select the Integrations tab.
    Integrations tab in Tableau site settings
  2. Under Slack Connectivity, select Connect to Slack.
    Follow the prompt to sign in to your Slack workspace.
  3. Request to install the Tableau app in Slack. This request goes to the Slack workspace administrator. You can add a message to the workspace administrator if needed.
  4. Select Submit.

    The Slack administrator will receive a notification for the request. For more information about this process, see An Admin's Guide to Slack Management(Link opens in a new window) in Slack's documentation.

    Slackbot (Slack’s notification centre) will notify you when your request is approved.

Step 2: Add the Tableau app to the Slack workspace

Slack workspace administrator

Approve the request from the Tableau site administrator in Manage Apps to add the Tableau app to the Slack workspace.

For more information, see An Admin's Guide to Slack Management(Link opens in a new window) in Slack's documentation.

Step 3: Connect your Tableau site to Slack

Tableau site administrator

After the Slack workspace administrator approves the Tableau application, a Tableau administrator can finalise the app's connection to a Tableau site.

  1. On the Settings page of your site, select the Integrations tab.
    Integrations tab in Tableau site settings
  2. Under Slack Connectivity, select Connect to Slack.
  3. Follow the prompt to sign in to your Slack workspace.
  4. Select Allow to give your Tableau site access to the Slack workspace.

The Tableau site and Slack workspace are now connected.

Disconnect a Tableau Server site from Slack

You can disconnect a Tableau site from a Slack workspace by selecting Disconnect from Slack in the Integrations tab of site settings. Users will continue to receive notifications for some time. The OAuth client information you added in Step 2 is retained and can be used to connect to a new workspace if needed.

Update your Tableau Slack application

When a new version of the Tableau Slack application is available, Tableau recommends reinstalling the application to maintain app performance and use new features.

To reinstall the Tableau for Slack app, select Disconnect from Slack in the Integrations tab of your site settings, then go through the connection steps in Connect a Tableau Cloud site to a Slack workspace.

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