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Update tableau.md (#4326)
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## What are you changing in this pull request and why?

Draft on some updates suggested by Lee. I want to see if I can get
instructions for Tableau Server.
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mirnawong1 authored Oct 25, 2023
2 parents 18c82dd + e2abbfd commit b008525
Showing 1 changed file with 6 additions and 4 deletions.
10 changes: 6 additions & 4 deletions website/docs/docs/use-dbt-semantic-layer/tableau.md
Original file line number Diff line number Diff line change
Expand Up @@ -10,14 +10,16 @@ The Tableau integration with the dbt Semantic Layer is a [beta feature](/docs/db
:::


The Tableau integration allows you to use worksheets to query the Semantic Layer directly and produce your dashboards with trusted data. This integration provides a live connection to the dbt Semantic Layer through Tableau Desktop.
The Tableau integration allows you to use worksheets to query the Semantic Layer directly and produce your dashboards with trusted data.

This integration provides a live connection to the dbt Semantic Layer through Tableau Desktop.

## Prerequisites

1. You must have [Tableau Desktop](https://www.tableau.com/en-gb/products/desktop) installed
2. Authenticate with either Tableau Server or Tableau Cloud
2. Log in to Tableau Desktop using either your license or the login details you use for Tableau Server or Tableau Online.
3. You need your dbt Cloud host, [Environment ID](/docs/use-dbt-semantic-layer/setup-sl#set-up-dbt-semantic-layer) and [service token](/docs/dbt-cloud-apis/service-tokens) to log in. This account should be set up with the dbt Semantic Layer.
4. You must a dbt Cloud Team or Enterprise [account](https://www.getdbt.com/pricing) and multi-tenant [deployment](/docs/cloud/about-cloud/regions-ip-addresses). (Single-Tenant coming soon)
4. You must have a dbt Cloud Team or Enterprise [account](https://www.getdbt.com/pricing) and multi-tenant [deployment](/docs/cloud/about-cloud/regions-ip-addresses). (Single-Tenant coming soon)


## Installing
Expand All @@ -38,7 +40,7 @@ The Tableau integration allows you to use worksheets to query the Semantic Layer

Once you authenticate, the system will direct you to the data source page with all the metrics and dimensions configured in your Semantic Layer.

- From there, go directly to a worksheet in the bottom left hand corner.
- From there, go directly to a worksheet in the bottom left-hand corner.
- Then, you'll find all the metrics and dimensions that are available to query on the left-hand side of your window.

Visit the [Tableau documentation](https://help.tableau.com/current/pro/desktop/en-us/gettingstarted_overview.htm) to learn more about how to use Tableau worksheets and dashboards.
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