- Getting started with Airtable
- Introduction to Airtable basics
- Contacting Airtable Support Updated
- Airtable home screen
- Glossary of Airtable terminology
- Airtable technical requirements
- Feature differences between Airtable on desktop and mobile
- Airtable keyboard shortcuts
- Using Markdown in Airtable
- Adding descriptions in Airtable
- Finding Airtable IDs
- Airtable Automations
- Automations Overview
- Automation feature walkthroughs
- Integrated automation walkthroughs
- Airtable automation walkthroughs
- Linking existing records using automations
- Conditional groups of automation actions
- Repeating groups of Airtable automation actions
- Creating recurring records using automations
- How to delay Airtable automation runs
- Prevent automations from triggering by mistake
- Use automations to timestamp status updates
- Automation Triggers
- Airtable Triggers
- Airtable automation trigger: When record matches conditions
- Airtable automation trigger: When a form is submitted
- Airtable automation trigger: When record created
- Airtable automation trigger: When record updated
- Airtable automation trigger: When record enters view
- Airtable automation trigger: At scheduled time
- Airtable automation trigger: When webhook received
- Airtable automation trigger: When a button is clicked
- Airtable automation trigger: When email received Updated
- Integrated Triggers
- Airtable Triggers
- Automation Actions
- Airtable Actions
- Airtable automation action: Send email Updated
- Airtable automation action: Create record
- Airtable automation action: Update record
- Airtable automation action: Find records
- Airtable automation action: Sort list
- Airtable automation action: Run a script Updated
- Airtable automation action: Generate with AI
- Integrated Actions
- Airtable automation actions: Slack
- Airtable automation actions: Google Workspace
- Airtable automation action: Send MS Teams message
- Airtable automation actions: Outlook
- Airtable automation actions: Jira Cloud
- Airtable automation actions: Jira Server / Data Center
- Airtable automation actions: Salesforce
- Airtable automation action: Create post in Facebook Pages
- Airtable automation actions: GitHub Issues
- Airtable automation action: Hootsuite post
- Airtable automation action: Send Twilio SMS
- Airtable Actions
- Airtable Bases
- Using Airtable Cobuilder
- Airtable bases overview
- Creating and managing Airtable bases
- Structuring bases in Airtable
- Moving bases between workspaces in Airtable
- Creating and managing tables in Airtable
- Creating Airtable base share links
- Importing third-party data into Airtable
- Using insights in Airtable
- Troubleshooting Airtable base performance
- Airtable Betas
- Collaborating in Airtable
- Airtable Enterprise Support
- General Enterprise information
- External badging in Airtable
- Using app library and components in Airtable Updated
- Ask an Expert beta overview
- European data residency at Airtable
- Airtable user groups overview
- Airtable Enterprise API
- Creating and managing data retention policies in Airtable
- eDiscovery APIs in Airtable
- Airtable and data loss prevention
- Accessing Enterprise audit logs in Airtable
- Set up Jira Server / Data Center to connect with Airtable
- Admin panel pages
- Airtable admin panel overview
- Users - Airtable enterprise admin panel
- Airtable admin panel user details
- Groups - Airtable admin panel
- Workspaces - Airtable Enterprise Admin Panel
- Bases - Airtable admin panel
- Interfaces - Airtable admin panel
- Data sets - Airtable admin panel
- Managed apps - Airtable admin panel
- Components - Airtable admin panel
- Reports - Airtable admin panel
- Settings - Airtable admin panel Updated
- Managing Enterprise organizations
- Managing Enterprise admins in admin panel
- Using Organizations
- Organization branding for apps in Airtable
- Enterprise Hub in Airtable
- Enterprise Hub: Org unit assignment with user groups Updated
- Deactivating, removing access, and reactivating users in the admin panel
- Managing user access to workspaces and bases
- Airtable Enterprise Key Management Updated
- Custom terms of use New
- Enterprise SSO
- General Enterprise information
- Airtable Extensions
- Airtable Fields
- Fields Overview
- Attachment
- Date-based fields
- Formula
- Getting Started with Formulas
- Formula Foundations
- The essentials of Airtable formulas
- Formula writing tips for beginners
- Troubleshooting formulas
- Basic calculations
- Conditional statements
- Logical arguments
- Working with dates
- Displaying DATETIME_FORMAT using the date field in Airtable
- Working with date functions in Airtable
- Calculating the difference between dates in Airtable
- Supported DATETIME_DIFF unit specifiers in Airtable
- Supported DATETIME_FORMAT format specifiers in Airtable
- Using the DATETIME_PARSE() formula in Airtable
- Working with timezones
- Record functions
- Text functions
- Numeric functions
- Common Solutions: Beginner
- Common Solutions: Intermediate
- Common Solutions: Advanced
- Long Text Field
- Linked Record Field
- Linking records in Airtable
- Limiting linked record selection to a view in Airtable
- Dynamic filtering in linked record fields
- Linking to one, many, or a subset of Airtable records
- Converting existing fields to Airtable linked records
- Reordering record links in Airtable
- Understanding linked record relationships in Airtable
- Number-Based Fields
- Other Fields
- Rollup, lookup, and count fields
- Select and user fields
- Integrating with Airtable
- API
- Getting started with Airtable's Web API
- Creating personal access tokens
- Airtable Webhooks API Overview
- Service accounts overview
- Airtable Web API - Using filterByFormula or sort parameters
- Airtable API Deprecation Guidelines
- Airtable API: Common troubleshooting
- Managing API call limits in Airtable
- URL length limitations for web API requests
- Integration services
- Third-party integrations via OAuth overview
- Troubleshooting disconnected OAuth integrations in Airtable
- Options for integrating with Airtable
- Third-party integrations - Common troubleshooting
- Low-code integrations - Common troubleshooting
- Integrating Airtable with external calendar applications
- Visualizing records from Airtable in Tableau
- Visualizing Airtable records in Microsoft Power BI & Power Query
- Integrating HubSpot with Airtable
- Using Zapier to integrate Airtable with other services
- Using Zapier's Multi-Step Zaps to find and update records
- Using IFTTT to integrate Airtable with other services
- Integrating with AWS Lambda & DynamoDB
- Developer tools
- API
- Airtable Interface Designer
- Interface Designer overview articles
- Interface layouts
- Interface elements
- Adding and removing elements in interfaces
- Adding layouts to interfaces
- Formatting elements in interfaces
- Interface element: Button
- Interface element: Calendar
- Interface element: Chart
- Interface element: Filter
- Interface element: Gallery
- Interface element: Grid
- Interface element: Kanban
- Interface element: Number
- Interface element: Record picker
- Interface element: Text
- Interface element: Timeline
- Learning and Resources
- Managing Airtable
- Airtable Policy
- Airtable Records
- Airtable Sync
- Airtable Views
- Airtable Workspaces
- Print
- Share
- DarkLight
- PDF
Airtable Sync integration: Tableau Online
- Updated on 15 Jul 2024
- 6 Minutes to read
- Print
- Share
- DarkLight
- PDF
Note
Tableau recently changed the name of their cloud-based product from Tableau Online to Tableau Cloud. While we adjust for this in-product, you might see Tableau Online still in use.
Plan availability | Business and Enterprise Scale access only |
Permissions | Owners/Creators - In order to create or update synced tables, you'll need to have creator permissions in the base where you are setting up the sync. |
Platform(s) | Web/Browser, Mac app, and Windows app |
Related reading |
|
Learn how to use the Airtable Sync integration feature to bring information from an external application into Airtable as a new table in your base. Sync integrations are always a one way sync from the external application into an Airtable base, so changes made in Airtable cannot be synced back to the external application that you are syncing with.
Tableau builds tools to measure, parse, and share data and visually compelling analytics. Follow along below to learn the ins and outs of syncing data from a Tableau Cloud worksheet to Airtable.
Setting up a Tableau to Airtable sync
Note
This sync integration is built for Tableau Cloud users. Data held in Tableau Server is out of scope for this feature.
Step 1: Add a new synced table
From a new or existing base, find the + Add or import button next to the table furthest to the right. If you have 4 or more tables in your base, then this button will simply appear as a “+” plus sign. Next, click the More… option. Then, you’ll see a list of other available syncs to choose from. Finally, click the Tableau Online option.
Step 2: Select a Tableau account
After clicking to add the Tableau sync you’ll be prompted to select or connect a Tableau Online Account. If this is the first time you are setting up a sync with Tableau, then you’ll need to connect with a new account.
This will bring up a new window where you will enter your Tableau credentials. This includes the Host Name, Site Name, Personal Access Token Name, and Personal Access Token Secret. Links are provided throughout the setup window for further instruction. Additionally, we recommend that you create a new Personal Access Token just for this Airtable connection.
Jump down to the section below for more information on Security and Authentication.
Step 3: Select Workbook and Worksheet
After connecting your Tableau account you’ll see a drop-down asking you to select a Workbook.
From the Workbook selected, you’ll then select a Worksheet to sync to Airtable. If you end up remembering a certain Worksheet is in another Workbook, then you can open up the Workbook drop-down and select an other one.
Click the Next button to move on to field configuration.
Note
Depending upon the size of the worksheet, it may take some time for the next step to appear in Airtable. At the moment, Airtable can sync over a maximum of 10,000 records from a worksheet per sync.
Step 4: Field configuration
Next up, you’ll need to configure the fields that will be synced over to Airtable. This involves choosing a primary field, customizing which fields will be shown, as well as picking field types for each column (field).
We do our best to identify good field types for each field coming from Tableau, however, sometimes you’ll want to adjust things so they make sense in your Airtable base. For this example, we first want to change the “Order ID” field to be a single line text field. This serves two purposes. First, it is likely a better field type for this row of data. Second, it allows us to set this as the pr imary field.
Now, we want to set this Order ID field to be the primary field in Airtable since it uniquely identifies each row (record) of data. Upon clicking the drop-down next to the Order ID field name we’ll click the Use as pri mary field option.
Next, you need to choose a field that uniquely identifies each record. This may sound redundant since you just set the primary field in Airtable, but it isn’t. Setting the primary field in Airtable allows you to uniquely identify it in Airtable, whereas choosing it here helps us to accurately perform the sync when comparing the current state of your sync in Airtable to the information being held in Tableau. Since the “Order ID” field is a good identifier, we will use that field in this step.
Note that there may be times when a certain field is not a good unique identifier. In these cases, we will warn you that some non-unique records will be lost unless another field can be used.
Step 5: Configure sync settings
Before creating your synced table, there are Settings options that allow you to choose how often you want to sync, and how to handle records deleted or hidden in the Tableau source:
The frequency of syncing. Right now, the options are manual syncing and automatic syncing which happens about every hour.
Whether or not deleted records in the Worksheet in Tableau should be removed from the Airtable table. By default, deleted rows will be removed.
Step 6: Create a synced table
Once you’ve selected your desired sync settings, click the Create table button. Depending on how large the data set being synced in from Tableau is, it may take a few moments for the synced table to be created.
Security and Authentication
This sync integration utilizes Tableau’s PAT (Personal Access Tokens) functionality to connect the two services together. The link above provides a more detailed breakdown of how Tableau has designed their PATs to work and is the best document to refer to for authentication and security questions.
Note
Airtable uses HTTPS to ensure secure and encrypted transfer of information.
FAQs
What limitations exist for this sync?
We will only sync with the first 10,000 records from your Tableau Worksheet. If your Worksheet has more than 10,000 rows, you can use a filter to bring it under 10,000 rows then duplicate the Worksheet and adjust the filter to exclude the rows from Worksheet 1 and include the remaining rows in the duplicated Worksheet 2. You'll need to set up a multi-source sync or a separate synced table in Airtable for each additional Worksheet.
Example: Assume you have a Tableau worksheet containing office supply orders over a two-year period and the total record count is 18,000. If you wanted to bring all 18,000 records into Airtable you could filter the Worksheet using the date field to just include records for the first year, dropping the total record count below the 10,000 record limit. You could then duplicate the worksheet and change the date filter to just include records from the second year. You now have two worksheets that represent all the data you want, both of which are under 10,000 records and can individually be synced into the same Airtable destination table using multi-source sync.