Business Intelligence Connector

Analyze Your Tableau Data with AI

Connect Tableau Cloud to Formula Bot, organize governed views and datasources into collections, and ask questions in plain English.

Tableau CloudEncrypted PATGoverned collections

Connect in minutes

Add your Tableau Cloud server, site, and personal access token, test the connection, and sync the content available to your Tableau user.

Governed access

Formula Bot follows your Tableau permissions and encrypts PAT secrets at rest. Saved secrets are redacted and never returned to the browser.

Synced collections

Sync projects, workbooks, views, and published datasources, then group the assets your team needs into focused, chat-ready collections.

What You Can Analyze

Dashboard Analysis

  • “Summarize this sales dashboard by region”
  • “What changed in the executive view this quarter?”
  • “Explain the biggest drivers behind this KPI”

Filtered View Insights

  • “Filter this view to Q2 and explain the trend”
  • “Compare dashboard results across territories”
  • “Which segments are underperforming?”

Datasource Exploration

  • “Show account-level records for the Northeast”
  • “Group this datasource by segment and month”
  • “Which products drove the margin change?”

Reports & Visualizations

  • “Create a chart from these Tableau results”
  • “Turn this dashboard into an executive summary”
  • “Build a recurring report from this collection”

Detailed Setup Guide

Step-by-step instructions for connecting and configuring Tableau.

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Frequently Asked Questions

Formula Bot syncs the projects, workbooks, views, and published datasources available to your Tableau Cloud personal access token. You can combine selected views and datasources into collections and attach a collection to chat.
Enter your Tableau Cloud server URL, optional site name, personal access token name, and token secret. Test the connection, create the connector, sync your Tableau assets, and build a collection for chat.
A collection is a focused, chat-ready group of Tableau views and datasources. It gives Formula Bot an explicit governed scope, so questions are answered from the assets your team selected instead of every asset on the site.
Yes, when the published datasource and Tableau permissions support the required query APIs. Live datasources must have credentials embedded in Tableau because Formula Bot never collects the underlying database password. You can also analyze Tableau views and supported extracts.
No. Formula Bot reads permitted asset metadata and query results for analysis. It does not edit or delete your Tableau workbooks, dashboards, views, or published datasources.
Yes. You can create multiple Tableau connections. Each connection keeps its own site, encrypted PAT, synced assets, and collections, so teams can separate sites or asset scopes.

Ready to Analyze Your Tableau Data with AI?

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