Tableau Slack Integration: How to Make It a Seamless Process

In today’s increasingly connected world, data analytics organizations are demanding information at their fingertips at the exact moment they need it. Slack already enables companies to collaborate quickly and effectively, and now by combining it with the power of Tableau, they’ll have access to notifications directly within Slack for critical alerts, collaborative sharing, and comment mentions. And making that integration possible is easier than you think. 

Getting your Tableau site connected to a Slack workspace can be empowering for your data analytics practice.

It enables your Tableau team to see notifications in Slack, collaborate with teammates, and customize data-driven alerts. You’ll be able to share insights, make faster, smarter decisions, and take action immediately.

Here’s how you can get it done quickly and effectively as a Tableau administrator:

Step 1: Contact the Slack workspace admin to setup the Tableau Slack App.

1. First, you’ll want to create a New App:

• App Name: TableauCOE
• Workspace Name: slack.com
• Redirect URL: https://tableau.coenterprise.com/#/site/Internal

Then, you’ll need to create a Tableau Slack App:

1. Go to Slack’s API documentation(Link opens in a new window) and select Create New App
2. Select From Scratch, then add an app name and the workspace for the app to exist within. Select Create New App.
3. Give your app a name and select a Slack workspace.
4. You’ll be taken to the app’s basic information settings. From here, you can modify the app’s privileges, description, and more.
5. Select Bots from the Add features and functionality section, then select Review Scopes to Add.
6. Under Bot Token Scopes, add these scopes:

• chat:write
• files:write
• users:read
• users:read.email

Then, select OAuth & Permissions from the navigation menu.

Note: Opting in to token rotation for your Tableau Slack app will cause notifications to stop working in Slack. Token rotation can’t be removed after it’s added.

1. Select Add New Redirect URL.
2. Add a fully qualified URL https://<url>/auth/add_oauth_token
3. Select Basic Information from the navigation menu
4. A Slack admin will provide you with the Client ID, Client Secret, and Redirect URL.
5. Add the Tableau app into the Slack workspace by selecting Basic Information from the Settings menu, then Install.

Step 2: Slack Admin will then send you the details of the App created:

• Redirect URL: https://tableau.coenterprise.com/auth/add_oauth_token
• Client ID : XXXXXXXXXXXXX.XXXXXXXXXXXXXXXXX
• Client Secret: XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX

Step 3: Add an OAuth client to the Tableau server site:

1. Sign in to the Tableau Server site you’d like to connect to Slack!

And that’s all there is to it!  Now your Tableau site is connected to a Slack workspace.

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