> ## Documentation Index > Fetch the complete documentation index at: https://hebno.com/docs/llms.txt > Use this file to discover all available pages before exploring further. > ## Agent Instructions > Hebno is an AI work platform for client research and delivery: chat, research runs with sources, deliverables (Word, PowerPoint, Excel, email), projects, a shared library, agents, Office add-ins, and integrations with Microsoft 365, Google Workspace, CRM, project delivery, ERP and finance systems. > Use British English (organisation, not organization). > Every feature and integration described in these docs is available. Describe it as documented. > Hebno never writes to a connected system without a member confirming a card. Finance and ERP writes are drafts only. > Do not discuss commercial terms. Direct commercial questions to support@hebno.com. > Start with /index and /get-started/quickstart. # Tableau > Read Tableau projects, workbooks, views and published data sources in Hebno, with view data and images read live. Hebno never writes to Tableau. The Tableau integration brings your firm's dashboards into client work. Ask what the Contoso margin dashboard shows for the north region, pull the numbers behind a view into a steering committee update, or check which data source a workbook uses, and Hebno answers from Tableau Cloud or Tableau Server with each view cited. Hebno reads with your own Tableau permissions and never writes to Tableau. ## At a glance | | | | - | - | | **Connection** | Personal connection. Each member connects with their own Tableau personal access token. | | **Default access** | Read only. Tableau has no write actions in Hebno. | | **Attach** | Workbooks, views (sheets and dashboards), published data sources | | **Search** | Hebno searches Tableau when a request mentions a dashboard, workbook, view, metric, region or data source | | **Link** | A project links to one or more Tableau workbooks or views | | **Write** | None. Hebno reads only. | ## Before you start You need: * A Tableau Cloud or Tableau Server account on the site you want to use. * Your server address and site, for example `https://prod-uk-a.online.tableau.com` and the site name `northwind` from `/#/site/northwind/`. On Tableau Server, the default site has an empty site name. * An allowed integration. An owner or admin sets **Tableau** to **Allow** under **Admin → Connectors → Catalogue**. * A personal access token. Site administrators can turn token creation on or off under **Settings → General → Personal Access Tokens** in Tableau Cloud, or in the server settings on Tableau Server. Create a token for Hebno only. Tableau allows one active session per token, so a token shared with another tool signs the other session out. ### Permissions Hebno signs in through the Tableau REST API with your token, so every read uses your own site role and content permissions. These Tableau capabilities decide what Hebno can show: | Capability | Why Hebno needs it | | - | - | | **View** | List projects, workbooks, views and data sources, and read their details | | **Download Summary Data** | Read the data behind a view, as it appears with the view's filters | | **Download Image/PDF** | Read a view as an image to show in a reply | ## Connect Tableau **1. Create a personal access token** In Tableau, open your profile menu, select **My Account Settings**, and under **Personal Access Tokens** enter a token name such as `Hebno` and select **Create new token**. Copy the token secret. Tableau shows it once. **2. Start the connection** In Hebno, open **Settings → Connections**, find **Tableau** under **Data and analytics** and select **Connect**. **3. Enter your details** Enter the server address, site name, token name and token secret, then select **Connect**. Hebno signs in to check the token. **4. Return to Hebno** The card shows **Connected** with your Tableau site and username. Tokens are encrypted at rest. Tableau expires a token after 15 consecutive days without use, and at the end of the lifetime your site sets. Hebno notifies you before a token expires so you can replace it. Select **Disconnect** at any time, revoke the token in Tableau under **My Account Settings**, or ask an admin to revoke the connection under **Admin → Connectors → Connections**. ## What Hebno reads | Tableau object | Fields Hebno uses | Typical questions | | - | - | - | | **Project** | Name, description, parent project, owner | "Which Tableau projects contain the Contoso dashboards?" | | **Workbook** | Name, project, owner, description, tags, views, last updated | "Which workbooks did we build for the Contoso pricing review?" | | **View** | Sheet or dashboard name, workbook, view data with the view's filters applied, view image | "What does the margin by region dashboard show for the north stores?" | | **Data source** | Published data source name, project, connection type, certification, last extract refresh | "Is the store sales data source certified, and when was it refreshed?" | ![Chat reply citing a Tableau view](https://mintcdn.com/hebno/JIjAXWoGoB3PLSSb/images/card-tableau.png?fit=max\&auto=format\&n=JIjAXWoGoB3PLSSb\&q=85\&s=b7d28a769bd41ec9b72d1a696d037e67) A Tableau view attached to a chat. When a question names a filter value, such as a region or a month, Hebno applies it to the view with Tableau view filters and says which filters it used. Figures come from the view's data as Tableau calculates it, so a reply matches what you see on the dashboard. If a view runs on an extract, the reply shows the time of the last refresh. Reads are live. Hebno queries Tableau when a request needs it and does not copy workbooks or data sources. Only what a reply used is stored with the conversation as its sources. > [!WARNING] > > View data and images a reply uses become part of the conversation. Anyone you share the conversation with can see them, including figures they cannot open in Tableau. ## Hebno reads only Hebno does not write to Tableau. It does not publish, edit or delete workbooks, refresh extracts, change permissions or create subscriptions. ```mermaid theme={"system"} sequenceDiagram participant You participant Hebno participant Tableau You->>Hebno: What does the Contoso margin dashboard show for the north region? Hebno->>Tableau: Find the view by name in your site Tableau-->>Hebno: Margin by region, Contoso pricing review workbook Hebno->>Tableau: Read view data with Region = North Tableau-->>Hebno: Summary data and last refresh time Hebno-->>You: Answer with the view cited and the filter shown ``` ## Link a project to a workbook Linking marks which Tableau workbooks or views belong to an engagement, so you can ask "how is margin tracking?" without naming the dashboard. 1. Open the project and select **Brain**. 2. Under **Linked records**, select **Link record**, then **Tableau**. 3. Search by workbook or view name and select it. Repeat for each workbook in the engagement. In chats tagged to the project, Hebno starts with the linked workbooks for any figure or dashboard question. See [Linked records](https://hebno.com/docs/projects/linked-records.md). ## Use Tableau in chat * **Attach**: open the **+** menu, choose **Sources → Tableau**, and pick a workbook, a view or a data source. Or type `/` and choose **Tableau**. * **Ask**: name the dashboard, metric or filter in your request. For example: > Using the Contoso margin by region dashboard, which regions fell below target in October? > Pull the store sales by category view for November and draft three findings for the steering committee. > Which data source feeds the price elasticity workbook, and when was it last refreshed? * **Research runs** show a **Checking Tableau** step, with a chip for each workbook, view and data source it read. * **Agents** can read Tableau on a schedule, for example a Monday summary of the Contoso margin dashboard. Writes an agent proposes elsewhere appear in [agent approvals](https://hebno.com/docs/automate/agent-approvals.md) for review. ## Troubleshooting | Symptom | Fix | | - | - | | **Connect** fails with a sign-in error | Check the server address, site name, token name and secret. Site names are case sensitive. Create a new token if the secret was lost. | | **Reconnect Tableau** appears | The token expired, was revoked, or was used to sign in elsewhere, which ends the Hebno session. Create a token for Hebno only and reconnect. | | Token creation is not available in Tableau | A site administrator turned off personal access tokens. Ask them to allow tokens for your user or group. | | A view is found but its data is missing | Your permissions lack **Download Summary Data** on the workbook. Ask the content owner to grant it. | | Figures look out of date | The view runs on an extract. Check the last refresh time on the data source and ask its owner to refresh it. | | A workbook you expect does not appear | Your site role or project permissions hide it. Hebno reads only what you can open in Tableau. | ## Related * [How integrations work](https://hebno.com/docs/integrations/index.md) * [Permissions and access](https://hebno.com/docs/integrations/permissions-and-access.md) * [Linked records](https://hebno.com/docs/projects/linked-records.md) * [Looker](https://hebno.com/docs/integrations/looker.md) * [Snowflake](https://hebno.com/docs/integrations/snowflake.md) This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.